Financial Growth Expert

3 weeks ago


Washington, Washington, D.C., United States Farther Full time
Transforming Client Experience
As a Senior Financial Advisor at Farther, you will be responsible for turning prospects into clients and clients into raving fans. You'll source and manage prospects using proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients. Our goal is to create a comprehensive, tailored wealth management experience that delivers results.

The ideal candidate has a proven track record of success in acquiring new wealth management relationships, consistently demonstrated ambition, drive, and grit, and expert knowledge of investment products and services across personal finance. Bonus points if you hold CFA or CFP certification

You'll 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.

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