Associate Financial Advisor / Paraplanner

October 7, 2023

Farther

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Move your wealth forward

Finance • Investments • Cash Management • Personal Finance • Wealth Management

51 - 200

💰 $15M Series A on 2022-05

Description

• Responsible for supporting advisors and clients with financial expertise and planning background • Pioneering member of Farther’s advisor team • Opportunity to build the future of wealth management • Fastidious and tenacious with dedication to exceptional client service • Be part of a team passionate about helping clients and teammates achieve more

Requirements

• Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling • Excellent written and oral communication • Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools • High attention to detail and discretion • Passion for building a better personal finance experience • Bachelor’s degree and financial planning coursework completed • Minimum of 2 years working in a securities-related environment • Series 65 or equivalent; clean U4 • Bonus points for CFA or CFP certification

Benefits

• Joining Farther means joining a collaborative team of entrepreneurs and builders • Opportunity to have a huge impact on the company and change the entire wealth industry • Be part of the future of wealth management and reap the rewards