Financial Wealth Advisor, Focus Team

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🕒 February 17

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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

• Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow • Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo • Transition & Grow Your Book • Access New Markets • Leverage Specialized Knowledge • Contribute to Team Growth

🎯 Requirements

• Existing book of business with established client relationships • Series 65 or 66 license (required) • Track record of client retention and organic growth • Desire to grow beyond your current capacity with team resources • Collaborative mindset—willing to share knowledge and support teammates • Entrepreneurial drive toward eventual practice ownership • Bonus Points: CFP, CFA, ChFC, or other advanced certifications • Experience with corporate retirement plans, executive comp, or small business owners • Existing relationships at large corporations • Experience mentoring or training a junior advisor

🏖️ 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 • Streamline your client transition with personalized planning, communication support, and full operational assistance