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.
You've built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.
This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works.
We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth.
The Focus Team DifferenceJoining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:
- Unmatched Market Access: We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.
- Specialized Knowledge Training: We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them.
- Dedicated Support Infrastructure: A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.
- Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else.
Your Impact
- Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.
- Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
- Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
- Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book.
- Existing book of business with established client relationships
- Series 65 or 66 license (required)
- Track record of client retention and organic growth
- Desire to grow beyond your current capacity with team resources
- Collaborative mindset—willing to share knowledge and support teammates
- Entrepreneurial drive toward eventual practice ownership
- CFP, CFA, ChFC, or other advanced certifications
- Experience with corporate retirement plans, executive comp, or small business owners
- Existing relationships at large corporations
- Experience mentoring or training a junior advisor
- Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, 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: Competitive base salary plus uncapped commission structure, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations 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
- Existing book of business with established client relationships
- Series 65 or 66 license
- Track record of client retention and organic growth
- Desire to grow beyond your current capacity
- Collaborative mindset and willingness to share knowledge
- Entrepreneurial drive toward eventual practice ownership
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.
-
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.
-
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.
-
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.
Gallery
