财务财富顾问
Financial Wealth Advisor
### 公司简介
Farther 是一家快速发展的独立投资顾问公司，将专业顾问与前沿技术相结合，提供全面且定制化的财富管理体验。
Farther 的创始人来自私人财富行业，是领导者和创新者，拥有传统财富管理、金融科技和技术产品开发的独特结合经验。我们得到了顶级风险投资公司、金融科技投资者和行业领袖的支持。
加入 Farther 意味着加入一个协作的创业团队，他们热衷于帮助客户和同事实现更多目标。如果你是那种不畏艰难、坚持把事情做对的人，我们希望与你一起打造财富管理的未来。
**职位描述**
你已经建立了一本客户簿。现在你想扩大它。Farther 为有经验的顾问提供现代化平台和真实的支撑体系，帮助他们扩展已有的业务——服务最适合他们的客户和领域，无论是专业人士、非营利组织、高净值家庭、小企业主，还是以上所有类型的组合。
你将与一位管理合伙人合作，该合伙人几乎在每个客户类别中都有深厚的经验——并有帮助顾问向上发展的记录。如果你正在寻找一个领导可接触、指导真实、成长是共同优先事项的团队，那么这就是适合你的职位。
我们共同成长。你保留你的客户。你的成功有助于团队，而团队的资源加速你的工作。
**你的影响**
- 通过提供涵盖投资、退休规划、遗产规划、保险和税务策略的全面财富管理服务，管理并扩展客户簿。
- 将现有的客户关系转移到 Farther 平台，确保客户在整个入职过程中获得无缝体验。
- 通过推荐、社区参与、专业网络和直接接触寻找新客户——保持持续的合格机会管道。
- 在各种客户类型中建立并维护长期关系，包括高净值个人和家庭、专业人士、非营利组织、高管和小企业主。
- 利用 Farther 的技术、规划工具和支持基础设施，提供高质量的服务。
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### 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.
**The Role**
You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.
With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.
We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.
**Your Impact**
- Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
- Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
- Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
- Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
- Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
- Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.
**The Ideal Match**
- Minimum $10–15M AUM book of business with transferable client relationships.
- Series 65 or 66 license required.
- Demonstrated track record of proactive business development and consistent client prospecting.
- History of strong client retention and organic book growth.
- Breadth of experience across multiple client types and planning disciplines.
- Collaborative working style with a long-term orientation toward practice ownership.
**Bonus Points**
- CFP, CFA, ChFC, AIF, or other advanced designations
- Experience with nonprofits, 401(k)s, executive comp, or small business owners
- Background mentoring or developing junior advisors
- 30M+ AUM book looking for a more flexible, modern platform
**Why Join Us**
- Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
- Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
- Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
- Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.
**Ready to disrupt wealth management? Let's talk!**