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Associate Advisor

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

2+ years of experience in financial services sales, particularly with stock market investors., Current Investment Adviser Representative designation, Series 65, or Series 7 & 66 combination., Strong relationship-building skills and a consultative selling approach., Advanced proficiency with CRM systems and financial planning software..

Key responsabilities:

  • Orchestrate outreach to high-net-worth prospects through various channels.
  • Lead discovery sessions to understand clients' financial objectives and present tailored solutions.
  • Identify market opportunities and build a referral network to drive business growth.
  • Participate in client education events and contribute to team revenue targets.

Farther logo
Farther Fintech: Finance + Technology Scaleup https://farther.com/
51 - 200 Employees
See all jobs

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

Role Overview

We're seeking an ambitious Associate Financial Advisor to join our innovative wealth management team. In this role, you'll be instrumental in growing our client base while working alongside experienced advisors in delivering exceptional wealth management solutions to high-net-worth individuals. This position offers a unique opportunity to blend traditional financial advisory skills with cutting-edge technology to create meaningful client relationships and drive business growth.

Your Impact 
  • Client Acquisition & Development: Orchestrate targeted outreach to qualified high-net-worth prospects across digital and traditional channels. Craft and deliver compelling presentations that showcase Farther's unique value proposition. Build and nurture a dynamic pipeline of prospects while developing personalized acquisition strategies that resonate with sophisticated investors.
  • Financial Advisory Services: Lead comprehensive discovery sessions that uncover clients' deeper financial objectives and concerns. Present customized wealth management solutions that address specific client needs. Partner with senior advisors to develop sophisticated strategies while utilizing Farther's technology platform to deliver an exceptional client experience that traditional advisories can't match.
  • Business Development: Proactively identify emerging market opportunities and capitalize on them. Cultivate a strong network within target markets to establish a reliable referral ecosystem. Lead and participate in high-value client education events, and contribute meaningfully to team revenue targets through successful prospect conversion.
  • Professional Growth: Commit to continuous skill enhancement through structured development programs. Pursue advanced industry certifications that elevate your expertise. Master Farther's evolving technology platform and expanding service offerings, while collaborating across departments to enhance overall service delivery.
The Ideal Match 
  • 2+ years of proven success in financial services sales, with specific experience advising stock market investors
  • Current Investment Adviser Representative designation, Series 65, or Series 7 & 66 combination
  • Demonstrated history of exceeding client acquisition targets
  • Exceptional relationship-building abilities and consultative selling approach
  • Comprehensive understanding of investment vehicles, strategies, and market dynamics
  • Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
  • Advanced proficiency with modern CRM systems and financial planning software
Bonus Points 
  • MBA, CFP®, or other prestigious financial certifications
  • Established and transferable book of business
  • Proven track record working with high-net-worth individuals ($1M+ investable assets)
  • Experience in fintech or digital-first wealth management environments
  • Data-driven approach to prospecting and client relationship management
Why Join Us
  • Competitive base salary plus uncapped commission structure
  • Comprehensive benefits package including:
    • Health, dental, and vision insurance
    • Life insurance
    • Unlimited PTO
    • 401(k) with company match
    • Professional development support
  • Opportunity for rapid career advancement
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
Success Metrics
  • New client acquisition targets
  • Revenue generation goals
  • Client satisfaction scores
  • Professional development milestones

Required profile

Experience

Industry :
Fintech: Finance + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Teamwork
  • Communication
  • Problem Solving
Are you interested?

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