Senior Financial Advisor

4 days ago


Dayton, Ohio, United States Farther LLC Full time
Unlock Your Potential as a Senior Financial Advisor

At Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team of entrepreneurs who share your passion for delivering exceptional client experiences.

Key Responsibilities:

  • Identify and acquire new client relationships, leveraging our cutting-edge technology to streamline your workflow and maximize your impact.
  • Develop and implement tailored wealth management strategies, guiding clients towards achieving their personal and financial goals.
  • Collaborate with our team to drive business growth, innovation, and excellence in all aspects of our operations.

Requirements:

  • Proven track record of success in acquiring new wealth management relationships.
  • Expert 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.

What We Offer:

  • Competitive compensation package with top-of-the-industry payouts.
  • Autonomy to grow your client base and serve your clients with maximum flexibility.
  • Seamless transition plan for bringing over your existing client base.
  • Remote and hybrid work options, with a focus on work-life balance.

About Us:

Farther LLC is a rapidly growing 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, with a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Join Our Mission:

At Farther LLC, we're not just looking for talented individuals – we're looking for like-minded entrepreneurs who share our passion for revolutionizing the wealth management industry. If you're driven, ambitious, and committed to excellence, we want to hear from you.



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