Senior Financial Advisor San Francisco, CA

23 hours ago


San Francisco, California, United States Farther LLC Full time
Farther LLC: A Pioneer in Wealth Management

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. Our mission is to revolutionize the wealth management industry by providing a better experience for clients and advisors alike.

Job Description

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 with excellence.

Your responsibilities will include 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.

Qualifications
  • 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 for CFA or CFP certification.

Additional Information

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.

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.

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


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