The Role
The Senior Financial Advisor at Farther is responsible for building strong client relationships, managing prospects, and delivering tailored wealth management strategies. They utilize proprietary tools to prospect clients and offer expert financial guidance, while also transitioning existing clients seamlessly to the company. The role emphasizes autonomy, ambition, and a client-first approach.
Summary Generated by Built In
The Company
What We Do
Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.
For details on our disclosures, please reference the document linked on our website footer (farther.com).