Associate Vice President, Focus Team - Wealth Advisor

Remote. Posted 20 months ago

The role

You will build a book of business from the ground up as a producing advisor. You will conduct discovery sessions and present customized wealth management solutions using Farther's technology platform.

What you will do

Build your client base using established market access and coordinated events
Conduct comprehensive discovery sessions to uncover financial objectives
Present customized wealth management solutions using Farther's technology platform
Leverage specialized knowledge of target markets
Participate in the Leadership Development Program
Mentor future advisors
Contribute to expanding into new markets

Required qualifications

2+ years of proven success in financial services sales
Specific experience advising stock market investors
Current Investment Adviser Representative designation, Series 65
Demonstrated history of exceeding client acquisition targets
Exceptional relationship-building abilities
Consultative selling approach
Comprehensive understanding of investment vehicles, strategies, and market dynamics
Outstanding verbal and written communication skills
Advanced proficiency with modern CRM systems and financial planning software

Nice to have

MBA
CFP®
Other prestigious financial certifications
Established and transferable book of business
Proven track record working with high-net-worth individuals ($1M+ investable assets)
Experience in fintech or digital-first wealth management environments

Benefits

Comprehensive medical benefits (health & dental, vision)
Retirement benefits 401(k) matching & Mega Backdoor Roth
Unlimited PTO
Growth opportunities at a fast-scaling fintech
Veteran industry experts to learn from
Streamlined client transition with personalized planning, communication support, and full operational assistance

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.