财务财富顾问（重点团队）
Financial Wealth Advisor (Focus Team)
### 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团队成员取得更大的成就。如果你是那种不畏艰难、坚持正确方式完成任务的人，我们希望与你一起打造财富管理的未来。
#### **职位描述**
你已经建立了一本书。现在你想通过更好的技术、真正的支持，以及没有官僚主义的方式来扩展它。Focus Team 的存在是为了帮助有经验的顾问通过提供基础设施、市场准入和协作资源来扩大他们的业务，这些资源通常需要多年才能自行构建。
这并不是适应别人的系统。而是接入一个团队，这个团队会放大你已有的成果，同时让你接触到新市场、协调的活动和真正有效的支持体系。
我们以可接触的领导和协作文化来运营 Focus Team。你的客户仍然是你的。你的成功将为团队做出贡献，而团队的资源将加速你的成长。
#### **Focus Team 的独特之处**
加入 Focus Team 不仅仅是加入 Farther —— 这意味着加入 Farther 内部的一个团队，该团队提供：
- **无与伦比的市场准入：** 我们在全国各大公司内部举办活动。当潜在客户看到你在他们自己的大楼里演讲时，信任感即刻建立。这种准入需要多年时间才能建立，而你可以立即获得。
- **专业知识培训：** 我们教你深入了解目标公司的内部语言、福利结构和文化，以至于潜在客户会认为你是他们中的一员。
- **专属支持基础设施：** 有专门的客户服务团队，我们的团队提供营销支持，并配备高级工具 —— 这些资源让你专注于客户，而不是运营。
- **可接触的协作文化：** 领导层亲力亲为、易于接触。团队负责人所做的工作与他要求其他人做的相同。你的意见会影响团队方向。资深顾问会指导后辈，每个人的成功都会提升其他人的成功。
**你的**
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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—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.
This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works.
We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth.
#### **The Focus Team Difference**
Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:
- **Unmatched Market Access:** We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.
- **Specialized Knowledge Training:** We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them.
- **Dedicated Support Infrastructure:** A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.
- **Accessible, Collaborative Culture:** Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else.
**Your Impact**
- **Transition & Grow Your Book:** Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.
- **Access New Markets:** The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
- **Leverage Specialized Knowledge:** Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
- **Contribute to Team Growth:** Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book.
#### **The Ideal Match**
- Existing book of business with established client relationships
- Series 65 or 66 license (required)
- Track record of client retention and organic growth
- Desire to grow beyond your current capacity with team resources
- Collaborative mindset—willing to share knowledge and support teammates
- Entrepreneurial drive toward eventual practice ownership
#### **Bonus Points**
- CFP, CFA, ChFC, or other advanced certifications
- Experience with corporate retirement plans, executive comp, or small business owners
- Existing relationships at large corporations
- Experience mentoring or training a junior advisor
#### **Why Join Us**
- **Benefits:** Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, 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:** Competitive base salary plus uncapped commission structure, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations 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!**