Note: The job is a remote job and is open to candidates in USA. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Financial Wealth Advisor role involves managing and growing a book of business while providing tailored wealth management services and building long-term client relationships.
Responsibilities
- Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy
- Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process
- Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities
- Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners
- Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience
- Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time
Skills
- Minimum $10–15M AUM book of business with transferable client relationships
- Series 65 or 66 license required
- Demonstrated track record of proactive business development and consistent client prospecting
- History of strong client retention and organic book growth
- Breadth of experience across multiple client types and planning disciplines
- Collaborative working style with a long-term orientation toward practice ownership
- CFP, CFA, ChFC, AIF, or other advanced designations
- Experience with nonprofits, 401(k)s, executive comp, or small business owners
- Background mentoring or developing junior advisors
- 30M+ AUM book looking for a more flexible, modern platform
Benefits
- Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options)
- Unlimited PTO
- Growth opportunities at a fast-scaling fintech
- Veteran industry experts to learn from
- We streamline your client transition with personalized planning, communication support, and full operational assistance
- Top-tier industry payouts
- The opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work
- Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between
Company Overview