Senior Financial Advisor

Posted 5 Days Ago
Be an Early Applicant
Chicago, IL
5-7 Years Experience
Financial Services
The Role
As a Senior Financial Advisor, 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.
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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