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This is a unique opportunity for a curious, collaborative, motivated, and independent individual to learn the business of climate venture capital. As a team of former founders, tech operators, and climate veterans, we believe in running at the hard problems, learning quickly, and helping our founders get stuff done.
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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. 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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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. 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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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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Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. 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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Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. REMOTE AND HYBRID WORK We're a firm born in the pandemic and as comfortable with remote work as we are with in-person.
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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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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. Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients.
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In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients. You have maximum autonomy to grow your client base and serve your clients.
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