Financial Wealth Advisor (Focus Team)

Remote. Posted 9 months ago

The role

This person will transition and grow an existing book of business using Farther's platform and Focus Team resources. They will leverage market access and specialized knowledge to reach high-net-worth prospects.

What you will do

Transition and grow an existing book of business onto Farther's platform
Access new markets through established relationships inside Fortune 500 companies
Leverage specialized knowledge of target markets and benefits structures
Contribute to team growth by sharing expertise with developing advisors
Mentor the next generation of advisors

Required qualifications

Existing book of business with established client relationships
Series 65 or 66 license
Track record of client retention and organic growth
Desire to grow beyond current capacity with team resources
Collaborative mindset
Entrepreneurial drive toward eventual practice ownership

Nice to have

CFP, CFA, ChFC, or other advanced certifications
Experience with corporate retirement plans, executive comp, or small business owners
Existing relationships at large corporations
Experience mentoring or training a junior advisor

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
Personalized planning, communication support, and full operational assistance for transitions

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The company is backed by venture capital firms, fintech investors, and industry leaders.