Financial Wealth Advisor, Focus Team

Job not on LinkedIn

🕒 February 17

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 43%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 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