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Farther · 3 days ago

Senior Financial Advisor

United States

Full-time

Remote

Senior Level

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. As a Senior Financial Advisor, you will build a client-first business with maximum autonomy, utilizing technology and your financial expertise to grow your client base and provide exceptional service.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

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

Wealth management expertiseClient acquisitionInvestment products knowledgeSeries 65 certificationCFA certificationCFP certificationEmpathy in communicationDriveAmbition