Senior Financial Advisor

Posted 7 Days Ago
Be an Early Applicant
San Diego, CA
5-7 Years Experience
Financial Services
The Role
As a Senior Financial Advisor at Farther, you will grow your client base using modern tools, identify prospect needs, and convert leads into loyal clients. You will provide wealth management strategies, building strong relationships and guiding clients toward financial goals while having full autonomy in your business pursuits.
Summary Generated by Built In
The Company
HQ: New York, NY
158 Employees
On-site Workplace
Year Founded: 2019

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).

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