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The Senior Financial Advisor is responsible for building and managing client relationships, utilizing modern tools for wealth management, and identifying prospect needs. The role requires strong financial knowledge and a proven track record in acquiring new clients. The advisor will consult clients on wealth strategies to help them achieve their financial goals while supported by a collaborative team.

As a Senior Financial Advisor at Farther, you will utilize modern tools to build a client-first business, acquire new wealth management clients, and consult on strategies to help clients achieve their financial goals. You will manage prospects, build relationships, and leverage technology to enhance client experiences.

As a Senior Financial Advisor at Farther, you will build a client-first business utilizing modern tools. You will be responsible for acquiring and managing client relationships, consulting on wealth management strategies, and demonstrating the unique value of the Farther platform. Your role will involve leveraging technology to streamline processes while creating deep client relationships.