Associate Vice President – Wealth Advisor

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🕒 April 1

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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

• 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