Senior Financial Advisor

Posted 19 Days Ago
Be an Early Applicant
Hiring Remotely in Birmingham, AL
Remote
Senior level
Fintech • Financial Services
High-touch wealth management meets modern technology
The Role
As a Senior Financial Advisor at Farther, you will build a client-first business leveraging cutting-edge tools and technologies. Your responsibilities include turning prospects into clients, managing client relationships, and consulting on wealth management strategies. The role requires a proven track record in acquiring wealth management relationships and a deep understanding of investment products.
Summary Generated by Built In
Company Description

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.

Job Description

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.

You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.

As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.

Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.

Qualifications

RESPONSIBILITIES

  • Turn prospects into clients and clients into raving Farther fans
  • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
  • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

REQUIREMENTS

  • Proven track record of success in acquiring new wealth management relationships
  • Consistently demonstrated ambition, drive, and grit
  • Expert, current knowledge of investment products and services across personal finance
  • Ability to convey financial advice with empathy, understanding, humility, and confidence
  • Passion for building a better personal finance experience
  • Existing transferrable client base
  • Series 65 or equivalent; clean U4

BONUS POINTS

  • CFA or CFP certification

Additional Information

TRANSITIONS

We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.

COMPENSATION

Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together. 

REMOTE AND HYBRID WORK

We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.

#LI-Remote

The Company
HQ: New York, NY
205 Employees
Hybrid Workplace
Year Founded: 2019

What We Do

Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.

"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews

Why Work With Us

At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i

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