Associate Vice President – Wealth Advisor

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🕒 April 1

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Father Gabriel Richard High School - Ann Arbor, Michigan

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

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.

📋 Description

• Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects • Conduct comprehensive discovery sessions that uncover clients' true financial objectives • Present customized wealth management solutions using Farther's technology platform • Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets

🎯 Requirements

• 2+ years of proven success in financial services sales, with specific experience advising stock market investors • Current Investment Adviser Representative designation, Series 65 • Demonstrated history of exceeding client acquisition targets • Exceptional relationship-building abilities and consultative selling approach • Comprehensive understanding of investment vehicles, strategies, and market dynamics • Outstanding verbal and written communication skills with the ability to explain complex concepts clearly • Advanced proficiency with modern CRM systems and financial planning software

🏖️ Benefits

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