- Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
- Support senior advisor client relationships and take on increasing ownership over time.
- Prospect for new clients through referrals, community engagement, and professional networks.
The Ideal Match:
- Series 65 or 66 license required.
- 2+ years of experience in financial planning or wealth management.
- Relationship-first mindset with genuine care for clients' long-term outcomes.
Why Join Us:
- Comprehensive medical benefits, retirement benefits (401k matching & Roth IRA), unlimited PTO, and growth opportunities.
- Top-tier industry payouts and opportunity to grow your book 3X faster.
- Location flexibility with remote and hybrid collaboration.
Farther
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
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