Senior Financial Advisor

Job Description

Farther is seeking a Senior Financial Advisor to build a client-first business utilizing modern tools. The advisor will have autonomy in growing their client base and providing excellent service. This role involves identifying prospect needs, communicating the value of Farther's wealth management solutions, and acquiring new clients. The successful candidate will play a key role in shaping the future of wealth management.

Responsibilities:

• Turn prospects into clients and clients into raving Farther fans
• Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
• Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

Requirements:

• Proven track record of success in acquiring new wealth management relationships
• Consistently demonstrated ambition, drive, and grit
• Expert, current knowledge of investment products and services across personal finance
• Ability to convey financial advice with empathy, understanding, humility, and confidence
• Passion for building a better personal finance experience
• Existing transferrable client base
• Series 65 or equivalent; clean U4

Farther offers:

• Transitions: Assistance in bringing over an existing client base with a transition plan and operational support.
• Compensation: Industry-leading payouts.
• Remote and Hybrid Work: Flexibility to work remotely.