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. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

Responsibilities

• 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
• 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 and support the development of junior advisors

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

Preferred Qualifications

• CFP, CFA, ChFC, AIF, or other advanced designations
• Experience with nonprofits, 401(k)s, executive comp, or small business owners
• Background mentoring or developing junior advisors
• 30M+ AUM book looking for a more flexible, modern platform

Benefits

• Comprehensive medical benefits (health & dental, vision)
• Retirement benefits (401(k) matching & Roth IRA options)
• Unlimited PTO
• Top-tier industry payouts