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 first introduction to Farther for prospective clients. You are responsible for identifying prospect needs, identifying how Farther can help, and communicating our unique value to them. You apply your history of success in acquiring client relationships and comprehensive finance knowledgebase to bring new clients onto the Farther platform. As a pioneering member of Farther’s client acquisition team, this is an opportunity to have a huge impact on the company and to help define how acquisition is done right.

Successful candidates are ambitious, aspire to excellence in their craft, and care deeply about sharing their knowledge of personal finance with people they can help. With consistent leads generated by Farther’s unique acquisition technology coming your way, this is a great opportunity for career growth while reaping financial rewards.

RESPONSIBILITIES

• Turn prospects into clients
• Manage leads, own outreach efforts, and build relationships with prospective clients
• Communicate with prospects across videochat, chat, and email to provide an experience that consistently exceeds expectations
• Communicate in Farther’s investment philosophy in clear, understandable language and guide clients through Farther’s recommendations based on client and market inputs
• Prepare for prospect video calls and execute on follow-ups
• Be the voice of client to the rest of the Farther team
• Develop, document, and automate aspects of the client acquisition process

REQUIREMENTS

• Client-facing experience at a financial institution with a proven track record of success
• 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.