Senior Financial Advisor

April 9, 2023

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Farther

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Finance • Investments • Cash Management • Personal Finance • Wealth Management

51 - 200

💰 $15M Series A on 2022-05

Description

• Identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together • Maximum autonomy to grow your client base and serve your clients • 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

Requirements

• Proven track record of success in acquiring new wealth management relationships • Expert, current knowledge of investment products and services across personal finance • Passion for building a better personal finance experience • Consistently demonstrated ambition, drive, and grit • Series 65 or equivalent; clean U4 • CFA or CFP certification is a bonus • Existing Client Base is a bonus

Benefits

• 100% remote position • Work with a collaborative team of entrepreneurs and builders • Opportunity to have a huge impact on the company and to change the entire wealth industry • Backed by top tier venture capital firms, fintech investors, and industry leaders