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, tailored wealth management experience. The Financial Wealth Advisor role focuses on leveraging existing client relationships and team resources to grow wealth management practices while providing access to new markets and specialized knowledge training.
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 Fortune 500 companies nationwide. 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
Skills
- 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
- 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
- We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
- Competitive base salary plus uncapped commission structure
- Plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.
- Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.
Company Overview