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A rapidly growing law firm based in Chicago, founded by experienced partners from leading international firms is looking to add an Executive Administrative Assistant. Their diverse clientele includes private equity firms, founders, family offices, and public companies, and we excel in handling sophisticated legal matters with dedication and 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. 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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As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. 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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The Relationship Management roles are responsible for acquiring, orchestrating, and growing entire client and ecosystem relationships; deepening relationships within the C-Suite; consulting on, and cross-selling, the entire SVB platform (i.e. Treasury management to Debt financing to the Private Bank, etc.
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You have maximum autonomy to grow your client base and serve your clients. We make bringing over your existing client base a seamless experience. Existing Client Base. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
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You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
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Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
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Proven track record of success in acquiring new wealth management relationshipsConsistently demonstrated ambition, drive, and gritExpert, current knowledge of investment products and services across personal financeAbility to convey financial advice with empathy, understanding, humility, and confidencePassion for building a better personal finance experienceExisting transferrable client baseSeries 65 or equivalent; clean U4BONUS POINTS.
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Existing transferrable client base. 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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The Farther platform eliminates tedious ops and admin work, differentiating you from every other investment advisor out there. CFA or CFP certification. Series 65 or equivalent; clean U4. 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.
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Perkins Coie LLP is seeking a senior associate to join its rapidly growing Emerging Companies & Venture Capital group in the New York office. The practice focuses on representing innovative companies and their founders throughout their lifecycle (business formation, financing transactions, and mergers and acquisitions) as well as the funds that invest in them.
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We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. 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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Our mission is simple: to streamline financial operations so founders can get back to what they do best growing their business. As the Tax Director at Zeni, you will play a pivotal role in expanding our portfolio of tax customers, both in terms of revenue and client base.
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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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CSP is partnering with a New York City based self-storage platform client that builds storage facilities in underutilized space and allows independent self-storage owners to leverage its proprietary technology to manage their stores.
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founders growing client jobs
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