AVP, Wealth Advisor

The role

You will serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination. You will support senior advisor client relationships and prospect for new clients.

What you will do

• Serve existing and prospective clients across financial planning disciplines
• Support senior advisor client relationships and take on increasing ownership over time
• Handle new client inquiries and leads
• Prospect for new clients through referrals, community engagement, and professional networks
• Leverage Farther's technology and planning tools
• Contribute to team operations and support internal succession planning

Required qualifications

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts — retirement, investment management, tax basics
• Relationship-first mindset
• Comfortable working in a fast-moving, entrepreneurial environment
• Self-starter who can manage a pipeline and own follow-through

Nice to have

• CFP® or actively pursuing it
• Existing book of business
• Experience with corporate executives, tech professionals, or retirees
• Background in financial planning software (eMoney, MoneyGuidePro, etc.)
• Austin-based or Austin-area connections

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 founders are leaders and innovators from the private wealth industry.