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Lead Wealth Management Consultant
2 months ago
Company Overview
Farther LLC is an innovative Registered Investment Advisor (RIA) that merges seasoned financial professionals with state-of-the-art technology, providing a holistic and personalized wealth management experience.
Founded by industry pioneers with extensive backgrounds in traditional wealth management and fintech, we are supported by prominent venture capitalists and leaders in the financial technology sector.
Joining Farther means becoming part of a dynamic team of entrepreneurs dedicated to enhancing the financial success of our clients and colleagues alike.
If you are a proactive individual who thrives on overcoming challenges to achieve optimal results, we invite you to help us shape the future of wealth management.
Position Summary
As a Lead Wealth Management Consultant, you will operate as an independent entrepreneur within the Farther framework, developing a client-centric practice supported by modern technological tools.
You will have the freedom to expand your client portfolio and deliver exceptional service to your clients.
Your role will involve:
- Identifying client needs and articulating how you and Farther can enhance their wealth management experience.
- Leveraging your proven success in building client relationships and your comprehensive financial expertise to onboard new clients effectively.
- Utilizing advanced technology to streamline prospecting, minimize administrative tasks, and distinguish yourself from other financial advisors.
As a foundational member of Farther's advisory team, this role offers more than just a typical wealth management position; it presents a unique opportunity to significantly influence the organization and transform the wealth management landscape for the benefit of clients and advisors alike.
Qualifications
Successful candidates will demonstrate:
- A strong track record in acquiring new wealth management clients.
- A relentless drive for excellence and a commitment to client satisfaction.
- In-depth knowledge of investment products and personal finance.
- The ability to communicate financial advice with empathy and confidence.
- A passion for enhancing the personal finance experience.
- An existing transferable client base.
- Possession of Series 65 or equivalent certification.
Preferred Qualifications
Additional credentials such as CFA or CFP certification are advantageous.
Compensation and Transition Support
Our compensation structure is designed to attract top talent, offering competitive payouts that reflect industry standards.
We facilitate a seamless transition for your existing client base, providing support in developing a transition plan and managing communications, ensuring a smooth process for both you and your clients.
Work Environment
Farther embraces flexibility in work arrangements, whether remote or hybrid, allowing you to operate effectively from various locations.
