Financial 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. Our founders are leaders and innovators from the private wealth industry with a unique blend of traditional wealth management, fintech, and technology production expertise.

Responsibilities

• Transition and grow your existing book of business onto Farther's modern platform
• Leverage Focus Team resources, including coordinated events and market access, to acquire new clients
• Access and engage high-net-worth prospects within major Fortune 500 companies
• Utilize specialized institutional knowledge and training to build trust with target markets
• Contribute to team growth by sharing expertise and mentoring developing advisors

Requirements

• Existing book of business with established client relationships
• Series 65 or 66 license
• Proven track record of client retention and organic growth
• Collaborative mindset and entrepreneurial drive

Preferred Qualifications

• CFP, CFA, ChFC, or other advanced certifications
• Experience with corporate retirement plans, executive compensation, or small business owners
• Existing relationships at large corporations
• Experience mentoring or training junior advisors

Benefits

• Comprehensive medical benefits (health, dental, and vision)
• Retirement benefits including 401(k) matching and Mega Backdoor Roth
• Unlimited PTO
• Competitive base salary plus uncapped commission structure