The Role
As a Senior Financial Advisor at Farther, you will leverage modern tools to grow your client base and manage wealth effectively. Your role involves identifying client needs, consulting on financial strategies, and turning prospects into loyal clients. You will work autonomously with strong support from technology to enhance client experiences and streamline operations.
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).