AVP, Wealth Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide services to both current and potential clients in various financial planning areas, including retirement, tax strategy, equity compensation, real estate, and estate coordination.

• Assist senior advisors in managing client relationships while gradually assuming more responsibility.

• Manage inquiries and leads from new clients, transforming warm introductions into lasting partnerships.

• Seek new client opportunities through referrals, community involvement, and professional networks.

• Utilize Farther's technology and planning resources to offer a tailored, high-quality client experience.

• Play a role in team operations and aid in internal succession planning as the practice expands.

⛳️ Requirements

• A Series 65 or 66 license is mandatory.

• A minimum of 2 years of experience in financial planning or wealth management is required.

• A solid understanding of financial planning principles, including retirement, investment management, and basic taxation.

• A relationship-centered approach, demonstrating genuine concern for clients' long-term success.

• Ability to thrive in a dynamic, entrepreneurial setting.

• A proactive self-starter capable of managing a pipeline and ensuring follow-through on commitments.

🏝️ Benefits

• Comprehensive medical coverage, including health, dental, and vision benefits, as well as retirement options like 401(k) matching and Roth IRA choices.

• Unlimited paid time off (PTO).

• Opportunities for growth within a rapidly scaling fintech company.

• Access to industry veterans for mentorship and learning.