Advisor to High Net Worth Individuals

3 weeks ago


San Francisco, California, United States Farther Full time

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. We're seeking a seasoned Advisor to High Net Worth Individuals to join our team and help us build a better personal finance experience.

As a Senior Financial Advisor, you'll have maximum autonomy to grow your client base and serve them with excellence. You'll apply your comprehensive financial knowledge base to bring new clients onto the Farther platform and demonstrate the benefits of our collaborative approach to wealth management.

Key responsibilities include:

  • Turn prospects into clients and clients into raving fans
  • Source and manage prospects using proprietary data-driven prospecting tools
  • Consult with clients on wealth management strategies and guide them to achieve their personal and financial objectives

Requirements include:

  • Proven track record of success in acquiring new wealth management relationships
  • Strong knowledge of investment products and services across personal finance
  • Ability to convey financial advice with empathy and confidence
  • CFA or CFP certification (preferred)

Salary: $220,000 - $300,000 per year, depending on experience. Benefits include remote work options, competitive bonuses, and opportunities for professional growth and development.



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