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Meet with FinTech founders, venture capitalists, private equity firms, and traditional finance executives in order to understand strategy, product roadmaps, acquisition interests, and capital raising / liquidity needs.
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We're backed by one of the world's leading fintech VC funds, as well as founders and executives of Twitter, Google Maps, Databricks, and Kayak. ; know-how in creating sales playbooks; experience selling SaaS products to venture capital, private equity, or institutions/endowments.
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ADVANTAGES OF WORKING AT BRAVENBraven isn’t built to be the 3,001st US venture firm — we’re built to be the first firm engineered from the ground up to co-build companies tackling what we believe to be the largest and most important opportunity set of the next few decades.
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We're backed by top-tier venture capital firms, fintech investors, and industry leaders. 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.
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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. CFA or CFP certification. Series 65 or equivalent; clean U4.
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Applicants can apply to this position from anywhere in the continental U.S. We are 100% remote and deliver excellence across all U.S. time zones. We're a firm born in the pandemic and as comfortable with remote work as we are with in-person.
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Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
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Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so. Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals.
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We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. Proven track record of success in acquiring new wealth management relationships.
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Ability to convey financial advice with empathy, understanding, humility, and confidence. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
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If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together.
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Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
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Drive the success of a venture-backed, rapidly growing firm. Experience with RightCapital or eMoney planing software. CFP (or enrolled candidate) with in-depth knowledge of financial planning topics with a strong focus remaining up to date on the newest techniques.
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Expert, current knowledge of investment products and services across personal finance. You have maximum autonomy to grow your client base and serve your clients. Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients.
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