Financial Wealth Advisor – Advisory Team
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Job Description
Financial Wealth Advisor growing investment management book at Farther. Leverage technology and support to enhance client relationships and expand reach.
Responsibilities:
- Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
- Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
- Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
- Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
- Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
- Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.
Requirements:
- 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.
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
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