Senior Financial Advisor

3 weeks ago

Remote, Oregon, United States Farther Full time


Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

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.

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 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.

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 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.

Successful candidates 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 build the future of wealth management and 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
  • Existing transferrable client base
  • Series 65 or equivalent; clean U4

BONUS POINTS

  • CFA or CFP certification

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 top of the industry payouts. 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 AND HYBRID WORK

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.



#LI-Remote

  • Senior Technical Advisor

    1 week ago

    Remote, Oregon, United States D-Wave Systems Full time

    About us: D-Wave (NYSE: QBTS) is a leader in the development and delivery of quantum computing systems, software, and services, and is the world's first commercial supplier of quantum computers—and the only company building both annealing quantum computers and gate-model quantum computers. Our mission is to unlock the power of quantum computing today to...

  • Senior Technical Advisor

    13 hours ago

    Remote, Oregon, United States D-Wave Systems Full time

    About us: D-Wave (NYSE: QBTS) is a leader in the development and delivery of quantum computing systems, software, and services, and is the world's first commercial supplier of quantum computers—and the only company building both annealing quantum computers and gate-model quantum computers. Our mission is to unlock the power of quantum computing today to...

  • Product Strategy Senior Advisor

    3 days ago

    Remote, Oregon, United States The Cigna Group Full time

    PRODUCT STRATEGY SENIOR ADVISORPOSITION SUMMARYThe Product Senior Advisor position will lead strategy evaluation, development, and initial product management for new drug optimization opportunities within PBM/Supply Chain Product. The primary focus of the Senior Advisor will be to research and develop new product strategies from ideation to go-to-market....

  • Product Strategy Senior Advisor

    18 hours ago

    Remote, Oregon, United States The Cigna Group Full time

    PRODUCT STRATEGY SENIOR ADVISORPOSITION SUMMARYThe Product Senior Advisor position will lead strategy evaluation, development, and initial product management for new drug optimization opportunities within PBM/Supply Chain Product. The primary focus of the Senior Advisor will be to research and develop new product strategies from ideation to go-to-market....

  • Senior Financial Analyst

    2 weeks ago

    Remote, Oregon, United States Posit Full time

    We are looking to add a senior member to our talented and dedicated Financial Planning & Analysis (FP&A) team. The Senior Financial Analyst will play a key role in our Finance function, working to enhance our planning and reporting processes, supporting decision making across the organization and contributing to a collaborative team culture focused on...

  • Senior Financial Analyst

    20 hours ago

    Remote, Oregon, United States Posit Full time

    We are looking to add a senior member to our talented and dedicated Financial Planning & Analysis (FP&A) team. The Senior Financial Analyst will play a key role in our Finance function, working to enhance our planning and reporting processes, supporting decision making across the organization and contributing to a collaborative team culture focused on...

  • Transition Support Partner

    1 week ago

    Remote, Oregon, United States LPL Financial Full time

    Are you someone who thrives in a fast-paced, client-facing role? Are able to travel, and are excited to support and educate advisors transitioning to LPL? Are you interested in being part of a team that is working to transform and do things differently?If so, the Transition Support Partner role could be for youLPL Financial (Nasdaq: LPLA) was founded on the...

  • Transition Support Partner

    15 hours ago

    Remote, Oregon, United States LPL Financial Full time

    Are you someone who thrives in a fast-paced, client-facing role? Are able to travel, and are excited to support and educate advisors transitioning to LPL? Are you interested in being part of a team that is working to transform and do things differently?If so, the Transition Support Partner role could be for youLPL Financial (Nasdaq: LPLA) was founded on the...

  • Infrastructure Engineering Senior Advisor

    3 days ago

    Remote, Oregon, United States The Cigna Group Full time

    The job profile for this position is Infrastructure Engineering Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position...

  • Infrastructure Engineering Senior Advisor

    22 hours ago

    Remote, Oregon, United States The Cigna Group Full time

    The job profile for this position is Infrastructure Engineering Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position...

  • Senior Financial Analyst

    24 hours ago

    Remote, Oregon, United States Intelerad Medical Systems Full time

    Company DescriptionImproving healthcare through innovative technology is at the core of Intelerad's work. Our scalable medical imaging platform connects clinicians to a powerful imaging ecosystem that is fast, smart, and tapped into the data they need, no matter their location. We're focused on delivering a best-in-class medical image management solution...

  • Senior Financial Analyst

    1 week ago

    Remote, Oregon, United States Intelerad Medical Systems Full time

    Company DescriptionImproving healthcare through innovative technology is at the core of Intelerad's work. Our scalable medical imaging platform connects clinicians to a powerful imaging ecosystem that is fast, smart, and tapped into the data they need, no matter their location. We're focused on delivering a best-in-class medical image management solution...

  • Senior Product Owner, Privacy

    6 days ago

    Remote, Oregon, United States Thrivent Financial Full time

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.At our heart, we are a membership-owned fraternal...

  • Senior Product Owner, Privacy

    20 hours ago

    Remote, Oregon, United States Thrivent Financial Full time

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.At our heart, we are a membership-owned fraternal...

  • Senior Financial Analyst

    1 week ago

    Remote, Oregon, United States SMX Full time

    SMX is seeking a Senior Financial Analyst who will independently deliver services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They will lead and administer the financial management of a TDL(s) under a large contract. They will be responsible for all the financial activities in support of...

  • Senior Financial Analyst

    17 hours ago

    Remote, Oregon, United States SMX Full time

    SMX is seeking a Senior Financial Analyst who will independently deliver services to clients through the demonstration of deep financial functional knowledge within the context of our organization. They will lead and administer the financial management of a TDL(s) under a large contract. They will be responsible for all the financial activities in support of...

  • Business Analytics Senior Advisor

    1 week ago

    Remote, Oregon, United States The Cigna Group Full time

    The job profile for this position is Business Analytics Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

  • Business Analytics Senior Advisor

    21 hours ago

    Remote, Oregon, United States The Cigna Group Full time

    The job profile for this position is Business Analytics Senior Advisor, which is a Band 4 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...

  • Senior Financial Planning

    2 weeks ago

    Remote, Oregon, United States M+R Full time

    We're looking for a Senior Financial Planning & Analysis Manager to join our Shared Services Area.When you come work with us, here's what you'll find:Work that is meaningful. We are a fast-paced, deadline-driven consulting firm that only works with nonprofit clients who are essential to advancing the cause of justice, alleviating suffering, and solving the...

  • Senior Financial Planning

    1 day ago

    Remote, Oregon, United States M+R Full time

    We're looking for a Senior Financial Planning & Analysis Manager to join our Shared Services Area.When you come work with us, here's what you'll find:Work that is meaningful. We are a fast-paced, deadline-driven consulting firm that only works with nonprofit clients who are essential to advancing the cause of justice, alleviating suffering, and solving the...