Financial Wealth Advisor – Advisory Team

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Father Gabriel Richard High School - Ann Arbor, Michigan

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51 - 200 employés

Fondée en 1868

📚 Éducation

🤝 À but non lucratif

🌍 Impact social

Education • Non-profit • Social Impact

Le lycée Father Gabriel Richard est une véritable communauté scolaire catholique située à Ann Arbor, Michigan. L'institution favorise la croissance par une formation de foi intentionnelle et une éducation fondée sur des idéaux chrétiens, avec pour objectif de développer les élèves sur le plan intellectuel, spirituel et personnel. Fort de plus de 150 ans d'histoire, FGR met l'accent sur l'excellence académique, la créativité et l'esprit sportif, offrant une gamme de programmes en littérature, mathématiques, sciences et arts, ainsi que diverses activités parascolaires.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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