Senior Financial Advisor

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February 16

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Father Gabriel Richard High School - Ann Arbor, Michigan

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Education • Non-profit • Social Impact

Father Gabriel Richard High School is an authentic Catholic school community located in Ann Arbor, Michigan. The institution fosters growth through intentional faith formation and education based on Christian ideals, aiming to develop students intellectually, spiritually, and personally. With over 150 years of history, FGR emphasizes academic excellence, creativity, and sportsmanship, offering a range of programs in literature, mathematics, sciences, and the arts, alongside various extracurricular activities.

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

📋 Description

• As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. • You are responsible for identifying prospect needs and demonstrating the unique value we can deliver together. • You'll be supported every step of the way with technology that helps you prospect and eliminates tedious ops and admin work. • As a pioneering member of Farther’s advisor team, this is an opportunity to have a huge impact on the company and to change the entire wealth industry. • Successful candidates are ambitious, tenacious, and care deeply about clients.

🎯 Requirements

• Proven track record of success in acquiring new wealth management relationships • Consistently demonstrated ambition, drive, and grit • Expert, current knowledge of investment products and services across personal finance • Ability to convey financial advice with empathy, understanding, humility, and confidence • Passion for building a better personal finance experience • Existing transferrable client base • Series 65 or equivalent; clean U4 • BONUS POINTS • CFA or CFP certification