Farther is the first digital family office. We’re a team of experienced financial advisors empowered by a modern technology platform to help rising professionals grow and protect their wealth.

Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise.

As VP Financial Advisor, you are the face of Farther to our clients. You own our client relationships and go to extraordinary lengths to deliver a first-class experience. You apply your history of success in relationship management and comprehensive finance knowledgebase to identify service opportunities for clients and to solve client challenges. As a pioneering member of Farther’s client service team, this is an opportunity to have a huge impact on the company and to help define how client service is done right.

Responsibilities:

• Turn clients into raving fans
• Own client relationship management and communicate with clients to provide an experience that consistently exceeds client expectations
• Be the voice of client to the rest of the Farther team
• Develop, document, and automate aspects of the client service process

Requirements: 

• 3+ years of experience in a client-facing relationship management role at a financial institution with a proven track record of client satisfaction
• Expert, current knowledge of investment products and services across personal finance 
• Ability to convey financial advice with empathy, understanding, humility, and confidence
• Experience with and knowledge of standard operational aspects of client service (e.g., onboarding, ACATs, distributions)
• Series 65 or equivalent; clean U4

Bonus Points: 

• CFP certification
• Passion for building a better personal finance experience

All your information will be kept confidential according to EEO guidelines.