Farther · 9 hours ago

Senior Financial Advisor

Billings metropolitan area, MT

Full-time

Remote

Senior Level

Maximize your interview chances

ConsultingFinance

Growth Opportunities

Insider Connection @Farther

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Turn prospects into clients and clients into raving Farther fans

Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients

Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Wealth ManagementClient AcquisitionInvestment Products KnowledgeSeries 65 CertificationCFA CertificationCFP CertificationClient Relationship ManagementFinancial AdviceTransferrable Client BaseEmpathetic Communication