Senior Financial Advisor

2 weeks ago


Doral, Florida, 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 backing you.

You will have maximum autonomy to grow your client base and serve your clients, identifying prospect needs and communicating how you and Farther can help better manage client wealth.

You will 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 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.

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 transferable client base
  • Series 65 or equivalent; clean U4
Bonus Points
  • CFA or CFP certification
Transition and Compensation

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.

Our compensation plan is designed to attract and reward the best with top of the industry payouts.

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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