The Role
The Senior Financial Advisor at Farther is responsible for developing a client-first business, acquiring new clients, providing expert financial advice, and managing client relationships to achieve their financial goals. The role involves utilizing technology for prospecting and working closely with clients to ensure a seamless wealth management experience.
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).
