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.
The Role
You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.
With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.
We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.
Your Impact
- 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.
The Ideal Match
- 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.
Bonus Points
- 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
Why Join Us
- 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
- Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
- Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
- Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.
Ready to disrupt wealth management? Let's talk!
Skills Required
- Minimum $10-15M AUM book of business
- Series 65 or 66 license
- Proactive business development track record
- Strong client retention history
- Experience across client types and planning disciplines
Farther Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.
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Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
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Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
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Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.
Farther Insights
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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