Financial Wealth Advisor (Advisory Team)

The role

You will manage and grow a book of business by delivering wealth management services including investments, retirement, estate planning, insurance, and tax strategy. You will transition existing client relationships onto the Farther platform and prospect for new clients.

What you will do

• Manage and grow a book of business by delivering comprehensive wealth management services.
• Transition existing client relationships onto Farther's platform.
• Prospect for new clients through referrals, community engagement, professional networks, and direct outreach.
• Build and maintain long-term client relationships.
• Leverage Farther's technology, planning tools, and support infrastructure.
• Collaborate with team members on complex client situations.
• Contribute institutional knowledge and support the development of junior advisors.

Required qualifications

• Minimum $10–15M AUM book of business with transferable client relationships.
• Series 65 or 66 license required.
• Demonstrated track record of proactive business development and consistent client prospecting.
• History of strong client retention and organic book growth.
• Breadth of experience across multiple client types and planning disciplines.
• Collaborative working style with a long-term orientation toward practice ownership.

Nice to have

• CFP, CFA, ChFC, AIF, or other advanced designations
• Experience with nonprofits, 401(k)s, executive comp, or small business owners
• Background mentoring or developing junior advisors
• 30M+ AUM book looking for a more flexible, modern platform

Benefits

• Comprehensive medical benefits (health & dental, vision)
• Retirement benefits (401(k) matching & Roth IRA options)
• 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
• Top-tier industry payouts

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.