Financial Wealth Advisor – Advisory Team

Job not on LinkedIn

🕒 March 19

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• 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.

🎯 Requirements

• 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.

🏖️ 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