Search the 74 jobs at Farther

The Retiring Advisor M&A Manager at Farther will lead the end-to-end M&A processes focusing on acquisitions within the RIA space. Responsibilities include target identification, deal execution, relationship building with stakeholders, developing financial models, and implementing post-merger integration strategies.

The Digital Marketing Specialist will utilize advanced digital marketing tools to drive growth, manage HubSpot workflows, analyze data through Google Analytics, and optimize digital campaigns across various channels. This role emphasizes collaboration, creativity, and strategic problem-solving to enhance marketing performance and efficiency.

The Senior Legal Counsel will provide strategic legal guidance to Farther's leadership, oversee compliance with SEC and FINRA regulations, and manage commercial agreements. This role includes advising on corporate governance and developing legal policies to support company growth. It involves structuring complex agreements and maintaining relationships with outside counsel and regulatory bodies.

The Senior Legal Counsel will provide strategic legal guidance on various company matters, oversee regulatory compliance, structure commercial agreements, and manage relationships with outside counsel, all while supporting the growth of the firm within the wealth management and fintech sectors.

The Senior Legal Counsel will work closely with leadership to provide legal guidance on company matters related to wealth management and fintech, ensure regulatory compliance, negotiate complex agreements, and advise on corporate governance. This role is crucial in supporting the company's growth and navigating the legal landscape of the financial services industry.

The Advisor Success Platform Leader will design and implement practice management programs, optimize advisor operations, develop training initiatives, establish performance metrics, and enhance advisor experience. This role focuses on driving growth and efficiency within wealth management practices, collaborating with technology teams, and providing mentorship for advisor development.

The Lead Generation Sales Leader will drive the lead generation efforts across Momentum and Direct sales channels, build and lead a high-performing team, develop strategies for lead qualification and conversion, create performance metrics, and collaborate with marketing on initiatives. This strategic role is crucial for scaling the sales organization and maximizing conversion rates.

The Portfolio Manager will oversee the development and management of separately managed account strategies, focusing on tax-aware and direct indexing solutions. Responsibilities include designing investment solutions, maintaining portfolio management processes, collaborating with tech teams, and communicating investment strategies to clients.

The Client Experience Associate is responsible for ensuring a seamless wealth management experience by supporting advisors and clients, managing daily operational tasks, and acting as a liaison with custodians. This role involves communication with clients, handling onboarding processes, and identifying issues to improve operations.

The Senior Financial Advisor is responsible for building and managing client relationships, utilizing modern tools for wealth management, and identifying prospect needs. The role requires strong financial knowledge and a proven track record in acquiring new clients. The advisor will consult clients on wealth strategies to help them achieve their financial goals while supported by a collaborative team.

As a Senior Financial Advisor at Farther, you will build a client-first business utilizing modern tools. You will be responsible for acquiring and managing client relationships, consulting on wealth management strategies, and demonstrating the unique value of the Farther platform. Your role will involve leveraging technology to streamline processes while creating deep client relationships.

As a Senior Financial Advisor at Farther, you will utilize modern tools to build a client-first business, acquire new wealth management clients, and consult on strategies to help clients achieve their financial goals. You will manage prospects, build relationships, and leverage technology to enhance client experiences.

As a Senior Financial Advisor at Farther, you will leverage modern tools to grow your client base and manage wealth effectively. Your role involves identifying client needs, consulting on financial strategies, and turning prospects into loyal clients. You will work autonomously with strong support from technology to enhance client experiences and streamline operations.

The Senior Financial Advisor at Farther leads client relationships to manage and grow their wealth effectively, utilizing modern tools and technology. This role is focused on converting prospects into clients, consulting on wealth management strategies, and achieving client financial goals with autonomy in operations.

As a Senior Financial Advisor at Farther, you will build a client-first wealth management business, utilizing modern tools and technology. Your responsibilities include acquiring new clients, consulting on wealth management strategies, and fostering strong relationships with existing clients. You'll work independently while receiving support for client transition and outreach efforts.

As a Senior Financial Advisor at Farther, you'll build a client-first business using modern tools. Your role involves identifying prospect needs, acquiring client relationships, and providing wealth management strategies, all while leveraging technology to enhance client service.

As a Senior Financial Advisor, you will grow a client-first business, utilizing modern tools and technology to enhance wealth management. Your role will involve consulting with clients, building relationships, and demonstrating the unique value Farther offers. You will leverage your existing knowledge in investment products while transitioning clients smoothly to Farther's platform.

As a Senior Financial Advisor at Farther, you'll autonomously build and manage client relationships, utilizing modern tools and technology to enhance service delivery. Your expertise in wealth management and investment products will enable you to consult effectively with clients and turn prospects into loyal customers. The role offers a significant opportunity to impact the evolution of the wealth management industry.

As a Senior Financial Advisor at Farther, you will build a client-first business using modern tools, identify prospect needs, manage client relationships, and provide comprehensive wealth management strategies. You'll leverage your financial expertise to attract new clients and ensure their satisfaction with tailored advisory services, all while being supported by innovative technology.

As a Senior Financial Advisor, you will build a client-first business utilizing modern tools to manage wealth. Your role includes identifying prospect needs, turning prospects into clients, and offering wealth management guidance. You will work with technology to simplify tasks while focusing on client relationships and retention.