![Farther LLC](https://media.trabajo.org/img/noimg.jpg)
Senior Financial Advisor
1 month ago
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. Accepted file types: pdf, doc, docx, txt, rtf Accepted file types: pdf, doc, docx, txt, rtf How many assets do you have under management? * Select... How many years of experience do you have in wealth management? * Select... Are you able to work in the US without visa sponsorship? * Select... Which state do you reside in? * Select... Which of the following licenses/designations do you hold? * Series 63 Series 65 Series 66 Series 6 Series 7 CFP CFA None What is your ZIP Code? * Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Farther’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr
-
Senior Financial Advisor Sr
3 weeks ago
Cleveland, United States The PNC Financial Services Group, Inc Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Retirement Financial Advisor
1 week ago
Cleveland, Ohio, United States Golden Reserve LLC Full timeJoin Golden Reserve as a Retirement Financial AdvisorGolden Reserve is in search of seasoned financial services professionals. We understand the hurdles that come with entering the financial sector, especially if you are building your own clientele from scratch. We recognize the empty assurances and misleading claims often made by many financial firms.At...
-
Senior Business Analytics Advisor
1 week ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob OverviewPosition SummaryAt PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the sectors we operate. We are collectively committed to providing an exceptional experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where every employee feels appreciated, respected,...
-
Senior Financial Professional
19 hours ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeJob SummaryCreative Financial Staffing is seeking a highly skilled Senior Accountant to join their finance team. This role is crucial in maintaining the firm's financial operations and providing accurate financial reporting.Key Responsibilities:Operate and maintain the general ledger for the firm, ensuring accurate financial records and compliance with...
-
Student Financial Support Advisor
1 week ago
Cleveland, Ohio, United States Case Western Reserve University Full timePosition OverviewThe Student Financial Support Advisor will operate under general oversight to manage financial assistance for both undergraduate and graduate academic programs. This role is pivotal in advising prospective students and their families, contributing significantly to the recruitment efforts of Case Western Reserve University.Key...
-
Experienced Financial Accountant
1 week ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeSenior Accountant Cleveland, OH Creative Financial Staffing is looking for a meticulous and highly organized Senior Accountant to enhance our client's financial operations. Key Responsibilities:Prepare and oversee financial documentation, reports, and general ledger entries.Assist in the month-end and year-end closing activities.Reconcile bank statements and...
-
Experienced Financial Accountant
1 week ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeSenior AccountantOur client, a prominent player in the financial sector, is in search of a meticulous and highly organized Senior Accountant to enhance their finance department.Key Responsibilities:Prepare and oversee financial documentation, reports, and general ledger entries.Assist with the closing processes at month-end and year-end.Reconcile bank...
-
AVP, Trust Officer
1 month ago
Cleveland, Ohio, United States LPL Financial Full timeJob DescriptionAre you a team player? Do you enjoy consulting with clients and fostering relationships? Excited to learn more? If so, then this could be the role for youLPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting...
-
Lead Financial Accountant
1 week ago
Cleveland, Ohio, United States Creative Financial Staffing Full timeSenior AccountantOur client, a distinguished leader in the industry, is in search of a meticulous and highly organized Senior Accountant to become a vital part of their team.Key Responsibilities:Develop and uphold financial documentation, reports, and general ledger accounts.Facilitate month-end and year-end closing activities.Reconcile bank statements and...
-
Senior Tax Advisor Required
1 week ago
Cleveland, Ohio, United States Jobot Full timePosition Overview:We are seeking a highly skilled Senior Tax Advisor to join our dynamic team. This role is essential for delivering exceptional client service and managing complex tax engagements.About Us:At Jobot, we pride ourselves on our innovative approach to the accounting sector. Our model supports regional firms in maintaining independence while...
-
Senior Financial Analyst
3 weeks ago
Cleveland, United States University of Denver Full timeCleveland, OH The Senior Financial Analyst is responsible for supporting the Consumer Brands Group, Commercial Business Unit (CBU), sales teams. This position will participate in month-end close responsibilities including activities such as month-end reporting, P&L reviews, and balance sheet reviews. In addition, the Senior Financial Analyst will work...
-
Investment Advisor II
3 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePosition OverviewPNC Financial Services Group is a leading provider of financial services, and we are seeking a highly skilled Investment Advisor II - Portfolio Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable...
-
Investment Advisor II
5 days ago
Cleveland, Ohio, United States PNC Financial Services Group Full timeJob DescriptionJob ProfilePosition OverviewPNC Financial Services Group is a leading provider of financial services, and we are seeking a highly skilled Investment Advisor II - Portfolio Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable...
-
Senior Financial Accountant
2 months ago
Cleveland, United States Brookfield Properties Full timeBrookfield Properties Senior Financial Accountant Cleveland , Ohio Apply Now We know that a “one-size-fits-all” approach doesn’t work when it comes to residential living. That’s why, at Brookfield Properties, our portfolio features a wide range of options for any stage of life. And though our properties may be diverse, one thing is universal: all...
-
Senior Financial Analyst
2 months ago
Cleveland, United States Ulmer & Berne Full timeUlmer & Berne LLPrecently announced that the firm will combine with Greensfelder Hemker & Gale PCto create UB Greensfelder, an Am Law 200, super-regional firm of 275 lawyers. You can learn more about the merger by clicking here. Founded in 1908, Ulmer & Berne LLP operates six offices in the Midwest and one office in Florida. Ulmer & Berne serves a wide range...
-
Senior Accountant
4 weeks ago
Cleveland, United States Creative Financial Staffing Full timeSENIOR ACCOUNTANT ABOUT THE SENIOR ACCOUNTANT ROLE Stable manufacturing company located in Summit County The Senior Accountant will receive excellent benefits and PTO Opportunity to collaborate and serve a variety of industries RESPONSIBILITIES OF THE SENIOR ACCOUNTANT Review and interpret financial reports Assist the department with audits The Senior...
-
Senior Tax Advisor
1 week ago
Cleveland, Ohio, United States Jobot Full timeJoin Our Team as a Tax SeniorAt Jobot, a prestigious public accounting firm with a rich history of over 50 years, we are looking for a Tax Senior to enhance our dynamic team. With multiple locations and a commitment to growth, we are focused on providing exceptional service to our clients in the financial services sector, particularly those involved with...
-
Financial Advisor
3 months ago
Cleveland, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionSalary: Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 165 years. Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding...
-
Senior Accountant
4 weeks ago
Cleveland, United States Creative Financial Staffing Full timeSenior Accountant Cleveland, OH (Hybrid) Our client, a respected legal services firm, is seeking a skilled Senior Accountant to join their finance team. This role is crucial in maintaining the firm's financial operations and providing accurate financial reporting. Key Responsibilities: Operate and maintain the general ledger for the firm Prepare regular...
-
Senior Financial Analyst
4 days ago
Cleveland, Ohio, United States Care Alliance Full timeJob OverviewPosition: Senior Financial AnalystEEO Classification: ProfessionalReports to: Chief Financial OfficerStatus: Full TimeMission Statement:At Care Alliance, we are dedicated to delivering exceptional medical and dental services, advocating for patients, and providing essential support to those in need, irrespective of their financial circumstances....