VP Financial Advisor

Farther Finance

San Francisco, CA, US
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Post Date: 06/16/2021
  • Website: www.farther.com
  • Company Address: ‍Four World Trade Center 150 Greenwich Street, Suite 2946, New York, NY , 10007

About Farther Finance

Everything we do is to help you grow and protect your wealth so you can go farther.

Job Description

Farther is the first digital family office. Only Farther pairs expert advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients. 

We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.

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. We’re backed by top tier venture capital firms, fintech investors and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our 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 go farther with you.

Job Description

As a Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board. 

As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors. 

Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.

Qualifications

RESPONSIBILITIES

  • Turn prospects into clients and clients into raving Farther fans
  • Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
  • Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

REQUIREMENTS

  • Proven track record of success in acquiring new wealth management relationships
  • Consistently demonstrated ambition, drive, and grit
  • Expert, current knowledge of investment products and services across personal finance 
  • Ability to convey financial advice with empathy, understanding, humility, and confidence
  • Passion for building a better personal finance experience
  • Series 65 or equivalent; clean U4

BONUS POINTS

  • CFA or CFP certification
  • Existing Client Base

Additional Information

TRANSITIONS

We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.

COMPENSATION

Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3x bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.

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

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.