Senior Financial Advisor

12 hours ago

Baltimore, Maryland, United States Farther LLC Full time
Senior Financial Advisor Opportunity

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

As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools to support you.

You will have maximum autonomy to grow your client base and serve your clients with excellence.

Your responsibilities will include identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value you can deliver together.

You will apply your history of success in acquiring client relationships and comprehensive financial knowledge to bring new clients onto the Farther platform and serve them with excellence once they're on board.

You will 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.

This is a pioneering 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.

Join Farther LLC and build the future of wealth management.

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

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.

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