Farnam Financial · 1 day ago
Financial Advisor
United States
Full-time
Remote
Entry, Mid Level
$115K/yr - $200K/yr
2+ years exp
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Hiring Manager
Jonathan Bird CFP®, CWS®
Insider Connection @Farnam Financial
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Responsibilities
Develop, implement, and monitor an Investment Policy Statement that outlines client investment goals, objectives, preferences, risk tolerance, and client communication plan.
Craft personalized financial planning recommendations, written in plain-English, that help clients achieve their specific goals and adapt to their changing needs.
Create and follow through on an appropriate action plan for yourself and for the clients that will deliver on the written recommendations.
Build customized portfolios that align with client goals while incorporating client preferences.
Use Farnam’s investment philosophy which is passive on the stock side of a portfolio (we love index funds).
Build bond portfolios to clients’ specific needs using ETFs, mutual funds, and corporate ladders.
Provide ongoing value add on the 13 wealth management topics, referring clients as appropriate to other professionals such as estate attorneys, CPAs, and insurance specialists.
Develop rapport and deserved-trust with your assigned practice of high-net-worth clients.
Deepen your client relationships over time by delivering outstanding customer service.
When applicable, you’ll be required to drive to an office location or client home for this type of introduction meeting or occasional review meeting.
Qualification
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Required
Physical presence in EITHER California or Florida.
Must hold one or more of the following: CFP, CFA, or CPWA.
Minimum two years of experience as a client-facing wealth advisor / financial advisor. Time spent as an associate does not qualify.
Benefits
Health, Dental, Vision with 80% of cost covered by Farnam.
Safe Harbor 401k with 4% employer matching.
Sabbatical - every five years of employment accrues one month of paid leave.
Parental leave – three months paid leave.
21 hours of paid volunteer time per year.
Bonus – You’re eligible for incentive pay based on performance including your client promoter score feedback and asset retention.
Company
Farnam Financial
Farnam Financial's mission is to accelerate society's transition to indexed stock ownership.
1 employee
Funding
Current Stage
Early StageLeadership Team
Jonathan Bird CFP®, CWS®
Founder, Wealth Advisor
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