The Role
As a Senior Financial Advisor at Farther, you will build a client-first wealth management business, utilizing modern tools and technology. Your responsibilities include acquiring new clients, consulting on wealth management strategies, and fostering strong relationships with existing clients. You'll work independently while receiving support for client transition and outreach efforts.
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).