The Role
The Senior Financial Advisor is tasked with building client relationships and providing tailored wealth management solutions. Responsibilities include sourcing and managing prospects, consulting on financial strategies, and utilizing modern tools for client engagement. The successful candidate will have a history of success and a passion for enhancing clients' financial experiences.
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).