AVP, Wealth Advisor

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Father Gabriel Richard High School - Ann Arbor, Michigan

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1868

📚 Education

🤝 Non-profit

🌍 Social Impact

Education • Non-profit • Social Impact

Father Gabriel Richard High School is an authentic Catholic school community located in Ann Arbor, Michigan. The institution fosters growth through intentional faith formation and education based on Christian ideals, aiming to develop students intellectually, spiritually, and personally. With over 150 years of history, FGR emphasizes academic excellence, creativity, and sportsmanship, offering a range of programs in literature, mathematics, sciences, and the arts, alongside various extracurricular activities.

📋 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