Associate Vice President, Wealth Advisor

About the Company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. We are backed by top-tier venture capital firms, fintech investors, and industry leaders.

Responsibilities

• Build a personal book of business from the ground up
• Leverage established market access and corporate events to connect with high-net-worth prospects
• Conduct comprehensive discovery sessions to uncover client financial objectives
• Present customized wealth management solutions using Farther's technology platform
• Utilize specialized institutional knowledge to build credibility with target company prospects
• Participate in leadership development programs and mentor future advisors

Requirements

• 2+ years of success in financial services sales
• Experience advising stock market investors
• Current Investment Adviser Representative designation (Series 65)
• Proven history of exceeding client acquisition targets
• Strong understanding of investment vehicles, strategies, and market dynamics
• Proficiency with CRM systems and financial planning software

Preferred Qualifications

• MBA, CFP®, or other prestigious financial certifications
• Established and transferable book of business
• Experience working with high-net-worth individuals ($1M+ investable assets)
• Experience in fintech or digital-first wealth management environments
• Data-driven approach to prospecting

Benefits

• Comprehensive medical benefits (health, dental, vision)
• Retirement benefits including 401(k) matching and Mega Backdoor Roth
• Unlimited PTO
• Competitive base salary plus uncapped commission structure
• Growth opportunities at a fast-scaling fintech