AVP, 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. Backed by top-tier venture capital firms and fintech investors, Farther is a collaborative team of entrepreneurs building the future of wealth management.

Responsibilities

• 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 to build 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

Requirements

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts including retirement, investment management, and tax basics
• Relationship-first mindset with genuine care for clients
• Ability to work in a fast-moving, entrepreneurial environment
• Self-starter capable of managing a pipeline

Preferred Qualifications

• CFP® certification or actively pursuing it
• Existing book of business
• Experience with corporate executives, tech professionals, or retirees
• Background in financial planning software such as eMoney or MoneyGuidePro
• Austin-based or Austin-area connections

Benefits

• Comprehensive medical benefits (health, dental, and vision)
• Retirement benefits including 401(k) matching and Roth IRA options
• Unlimited PTO
• Growth opportunities at a fast-scaling fintech