Financial Wealth Advisor – Advisory Team

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🕒 Março 19

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Father Gabriel Richard High School - Ann Arbor, Michigan

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1868

📚 Educação

🤝 Sem Fins Lucrativos

🌍 Impacto Social

Education • Non-profit • Social Impact

A Father Gabriel Richard High School é uma autêntica comunidade escolar católica localizada em Ann Arbor, Michigan. A instituição promove o crescimento através de uma formação intencional da fé e educação baseada em ideais cristãos, visando desenvolver os alunos intelectual, espiritual e pessoalmente. Com mais de 150 anos de história, a FGR enfatiza a excelência acadêmica, a criatividade e o espírito esportivo, oferecendo uma gama de programas em literatura, matemática, ciências e artes, juntamente com várias atividades extracurriculares.

Descrição

• Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy. • Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process. • Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities. • Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners. • Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience. • Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

🎯 Requisitos

• Minimum $10–15M AUM book of business with transferable client relationships. • Series 65 or 66 license required. • Demonstrated track record of proactive business development and consistent client prospecting. • History of strong client retention and organic book growth. • Breadth of experience across multiple client types and planning disciplines. • Collaborative working style with a long-term orientation toward practice ownership.

🏖️ Benefícios

• Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options) • Unlimited PTO • Growth opportunities at a fast-scaling fintech • Veteran industry experts to learn from