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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. Drive the success of a venture-backed, rapidly growing firm.
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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. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
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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. As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you.
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CFA or CFP certification. Series 65 or equivalent; clean U4. 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.
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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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BONUS POINTS CFA or CFP certification. 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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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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Based in Westlake, Ohio with a growing team of over 200 employees, Budget Dumpster has been recognized as one of America's fastest growing tech companies by Deloitte (2018, 2017, 2016), one of the fastest-growing private companies by the Inc. 5000 (2019, 2018, 2017, 2016, 2015), one of the top fastest-growing companies in Northeast Ohio by Crain's (2017, 2016, 2015), and a top workplace by The Plain Dealer (2023, 2022, 20201, 2019, 2018, 2017, 2016, 2015.
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Send is a rapidly growing InsurTech company founded in 2017 by our three Co-Founders, Andy, Matt, and Ben all with extensive experience within the Insurance sector. When it comes to growing the team, we welcome everyone to apply, irrespective of your background, ethnicity, or culture.
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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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RESPONSIBILITIESTurn prospects into clients and clients into raving Farther fansSource and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clientsConsult with clients on wealth management strategies and guide them to achieve their personal and financial goalsREQUIREMENTS.
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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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The Farther platform eliminates tedious ops and admin work, differentiating you from every other investment advisor out there. 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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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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