Senior Financial Advisor Anchorage AK

19 hours ago


Juneau AK USA, United States Farther LLC Full time
Transforming Wealth Management

Farther LLC is a pioneering RIA that converges expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.

Our founders are visionary leaders and innovators from the private wealth industry, bringing 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, empowering us to push the boundaries of wealth management.

Role Overview

As a Senior Financial Advisor, you'll be an entrepreneur under the Farther umbrella, building a client-first business with modern tools at your disposal.

You'll have maximum autonomy to grow your client base and serve your clients with excellence, leveraging our proprietary data-driven prospecting tools and technology to streamline operations and administration.

Your primary responsibility will be to identify prospect needs, communicate the value of Farther's services, and demonstrate how we can deliver a better wealth management experience.

Key Responsibilities
  1. Source and manage prospects, utilizing our proprietary data-driven prospecting tools and honing multiple outreach efforts to build deep relationships with clients.
  2. Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals.
  3. Turn prospects into clients and clients into raving Farther fans.
Requirements

We're seeking a proven track record of success in acquiring new wealth management relationships, consistently demonstrated ambition, drive, and grit, and expert knowledge of investment products and services across personal finance.

You'll also need the ability to convey financial advice with empathy, understanding, humility, and confidence, as well as a passion for building a better personal finance experience.

A Series 65 or equivalent and a clean U4 are also required.

Bonus Points

CFA or CFP certification is a plus, as is an existing transferrable client base.

Compensation and Benefits

We offer a compensation plan designed to attract and reward the best, with top-of-the-industry payouts and a seamless transition process for bringing over your existing client base.

Our firm is born in the pandemic and is comfortable with remote work, making it easy to work from anywhere.



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