AVP, Wealth Advisor

🕒 July 2

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

👻 Ghost score 22%

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

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination • Support senior advisor client relationships and take on increasing ownership over time • Handle new client inquiries and leads — turning warm introductions into long-term relationships • Prospect for new clients through referrals, community engagement, and professional networks • Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience • Contribute to team operations and support internal succession planning as the practice grows

🎯 Requirements

• Series 65 or 66 license required • 2+ years of experience in financial planning or wealth management • Strong foundation in financial planning concepts — retirement, investment management, tax basics • Relationship-first mindset with genuine care for clients' long-term outcomes • Comfortable working in a fast-moving, entrepreneurial environment • Self-starter who can manage a pipeline and own follow-through

🏖️ 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