Senior Financial Advisor

2 days ago


Baltimore, Maryland, United States Farther LLC Full time
Unlock Your Potential as a Senior Financial Advisor

Farther, a rapidly growing RIA, is seeking a seasoned financial advisor to join its collaborative team. As a Senior Financial Advisor at Farther, you will have the autonomy to build a client-first business with cutting-edge tools. Your primary responsibility will be to identify prospect needs, communicate how Farther can help better manage client wealth, and demonstrate the unique value proposition.

Key Responsibilities:
  • Prospecting and Business Development: Source and manage prospects, utilize proprietary data-driven tools, and build deep relationships with clients.
  • Wealth Management Strategies: Consult with clients on tailored wealth management strategies and guide them to achieve their personal and financial goals.
Requirements:
  • Proven Track Record: Demonstrate a proven track record of success in acquiring new wealth management relationships.
  • Expert Knowledge: Possess expert, current knowledge of investment products and services across personal finance.
  • Strong Communication: Ability to convey financial advice with empathy, understanding, humility, and confidence.
About Farther:

Farther is a pioneering firm that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our team is passionate about helping clients achieve more, and we're seeking like-minded individuals to join us in this mission.



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