Senior Financial Advisor Washington, DC

7 days ago

Washington, Washington, D.C., United States Farther LLC Full time
Senior Financial Advisor Opportunity

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

Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.

We are backed by top-tier venture capital firms, fintech investors, and industry leaders.

As a Senior Financial Advisor at Farther LLC, you will be an entrepreneur under our 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, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together.

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 are 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 transferrable client base
  • Series 65 or equivalent; clean U4
Bonus Points
  • CFA or CFP certification
Transition Support

We make bringing over your existing client base a seamless experience. We will work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you.

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 are a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you are in SF or Boise, NYC or Jacksonville, LA or Atlanta, we can make it work.

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