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Senior Financial Advisor
2 months ago
**About the Role**
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team at Farther LLC. As a Senior Financial Advisor, you will be responsible for building and maintaining strong relationships with clients, providing expert financial guidance, and helping them achieve their long-term financial goals.
Key Responsibilities
- Client Acquisition and Retention: Identify and pursue new business opportunities, build relationships with existing clients, and develop strategies to retain and grow client relationships.
- Financial Planning and Advice: Provide expert financial guidance to clients, including investment advice, retirement planning, and estate planning.
- Business Development: Develop and implement business growth strategies, including identifying new market opportunities and building partnerships with other professionals.
- Team Collaboration: Work closely with other members of the Farther LLC team to ensure seamless delivery of services to clients.
Requirements
- Experience: Minimum 5 years of experience in wealth management, with a proven track record of success in client acquisition and retention.
- Education: Bachelor's degree in a related field, such as finance, accounting, or business.
- Licenses and Certifications: Series 65 or equivalent, clean U4, and CFA or CFP certification a plus.
- Skills: Excellent communication and interpersonal skills, ability to work in a fast-paced environment, and strong analytical and problem-solving skills.
What We Offer
- Competitive Compensation: Competitive salary and bonus structure, with opportunities for advancement.
- Professional Development: Ongoing training and professional development opportunities to help you grow in your career.
- Collaborative Team Environment: Work with a talented and supportive team of professionals who are passionate about delivering exceptional client service.
How to Apply
If you are a motivated and experienced financial professional looking for a new challenge, please submit your resume and a cover letter outlining your qualifications and experience.
