SVP / VP Financial Advisor

*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 and cutting-edge technology to deliver a comprehensive, tailored wealth management experience.  We’re actively recruiting independent Advisors with portable books of business 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 mentoring, 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.  We’re backed by top tier venture capital firms and industry leaders.   Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more.  Farther Advisors are innovative and have impact on the future of the wealth management.

Farther is bringing on independent advisors with existing books of business as equity partners.  Our technology allows our partners to do more with less administrative burden, growing their businesses to new heights.

As a Financial Advisor at Farther, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools.  You have freedom and 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 the client portfolio. The Farther platform eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.  

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.   

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 clients.  Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.

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

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 top of the industry payouts and equity in Farther. 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. 

REMOTE WORK

We're a firm born in the pandemic and very comfortable with remote work. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.

All your information will be kept confidential according to EEO guidelines.