Financial Wealth Advisor – Advisory Team

Job not on LinkedIn

🕒 March 19

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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