Farther · 17 hours ago
Focus Team - Wealth Advisor
United States
Full-time
Remote
Senior LevelFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Focus Team is seeking experienced wealth advisors who want to grow their practices with better technology and support while maintaining their client relationships. Advisors will leverage specialized knowledge, market access, and a collaborative culture to enhance their success and contribute to team growth.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo
Access New Markets: The Focus Team has established relationships inside major corporations—AT&T, Verizon, Ford, Washington Fire Fighters, and expanding. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established
Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them
Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book
Qualification
Required
Existing book of business with established client relationships
Series 65 or 66 license (required)
Track record of client retention and organic growth
Desire to grow beyond your current capacity with team resources
Collaborative mindset—willing to share knowledge and support teammates
Entrepreneurial drive toward eventual practice ownership
Preferred
CFP, CFA, ChFC, or other advanced certifications
Experience with corporate retirement plans, executive comp, or small business owners
Existing relationships at large corporations
Experience mentoring or training a junior advisor
Benefits
Comprehensive medical benefits (health & dental, vision)
Retirement benefits 401(k) matching & Mega Backdoor Roth
Unlimited PTO
Growth opportunities at a fast-scaling fintech
Veteran industry experts to learn from
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
Founded in 2019
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase