Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Role Overview
We're seeking an ambitious Associate Financial Advisor to join our innovative wealth management team. In this role, you'll be instrumental in growing our client base while working alongside experienced advisors in delivering exceptional wealth management solutions to high-net-worth individuals. This position offers a unique opportunity to blend traditional financial advisory skills with cutting-edge technology to create meaningful client relationships and drive business growth.
Your Impact
- Client Acquisition & Development: Orchestrate targeted outreach to qualified high-net-worth prospects across digital and traditional channels. Craft and deliver compelling presentations that showcase Farther's unique value proposition. Build and nurture a dynamic pipeline of prospects while developing personalized acquisition strategies that resonate with sophisticated investors.
- Financial Advisory Services: Lead comprehensive discovery sessions that uncover clients' deeper financial objectives and concerns. Present customized wealth management solutions that address specific client needs. Partner with senior advisors to develop sophisticated strategies while utilizing Farther's technology platform to deliver an exceptional client experience that traditional advisories can't match.
- Business Development: Proactively identify emerging market opportunities and capitalize on them. Cultivate a strong network within target markets to establish a reliable referral ecosystem. Lead and participate in high-value client education events, and contribute meaningfully to team revenue targets through successful prospect conversion.
- Professional Growth: Commit to continuous skill enhancement through structured development programs. Pursue advanced industry certifications that elevate your expertise. Master Farther's evolving technology platform and expanding service offerings, while collaborating across departments to enhance overall service delivery.
The Ideal Match
- 2+ years of proven success in financial services sales, with specific experience advising stock market investors
- Current Investment Adviser Representative designation, Series 65
- Demonstrated history of exceeding client acquisition targets
- Exceptional relationship-building abilities and consultative selling approach
- Comprehensive understanding of investment vehicles, strategies, and market dynamics
- Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
- Advanced proficiency with modern CRM systems and financial planning software
Bonus Points
- MBA, CFP®, or other prestigious financial certifications
- Established and transferable book of business
- Proven track record working with high-net-worth individuals ($1M+ investable assets)
- Experience in fintech or digital-first wealth management environments
- Data-driven approach to prospecting and client relationship management
Why Join Us
- Competitive base salary plus uncapped commission structure
- Comprehensive benefits package including:
- Health, dental, and vision insurance
- Life insurance
- Unlimited PTO
- 401(k) with company match
- Professional development support
- Opportunity for rapid career advancement
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
Success Metrics
- New client acquisition targets
- Revenue generation goals
- Client satisfaction scores
- Professional development milestones
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What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity.
Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity.
Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
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