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SVP / VP Financial Advisor

Employer
Farther
Location
Long Beach, California, United States
Closing date
May 16, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Company Description

*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.*

Farther is a rapidly growing RIA built on a modern technology platform. Farther combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're actively recruiting independent advisors as equity partners to join our growing firm.

Farther empowers advisors to deliver exceptional value to their clients - on their own terms. We're here to help established advisors scale, providing everything they need to succeed: from technology to client support, and from marketing to compliance, all on a multi-custodial platform. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to manage all of their assets integrated into a single platform.

Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. 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.

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. You have maximum autonomy to grow your client base and serve your clients. 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.

You'll be supported every step of the way with a full suite of technology that helps you prospect, plan and manage your book of business. The Farther platform eliminates tedious ops and admin work, differentiating you from every other investment advisor out there.

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.

Successful Farther Advisors are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about their clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and you reap the rewards for doing so.

Qualifications

RESPONSIBILITIES

Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

REQUIREMENTS

Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Series 65 or equivalent; clean U4

BONUS POINTS

CFA or CFP certification
Existing Client Base
Additional Information

TRANSITIONS

We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.

COMPENSATION

Our compensation plan is designed to attract and reward the best with industry-leading payouts and equity in Farther. If building a 3X bigger book faster with a better product offering for your clients and virtually zero-cost ops sounds good, then let's go Farther together.

#LI-Remote

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