[Remote] Senior Financial Advisor
Note: The job is a remote job and is open to candidates in USA. 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. 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 Skills • Proven track record of success in acquiring new wealth management relationships • Consistently demonstrated ambition, drive, and grit • Expert, current knowledge of investment products and services across personal finance • Ability to convey financial advice with empathy, understanding, humility, and confidence • Passion for building a better personal finance experience • Existing transferrable client base • Series 65 or equivalent; clean U4 • CFA or CFP certification Company Overview • Farther is a wealth management firm that combines expert financial advisors with technology to financial planning. It was founded in 2019, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is Apply tot his job