fartherfinance
Financial Wealth Advisor (Advisory Team)
At a Glance
- Location
- Remote
- Work Regime
- remote
- Posted
- 2026-03-19T13:16:03-04:00
Key Requirements
Certifications
- CFA
Benefits & Perks
IRA options), unlimited PTO, growth opportunities at a fa
Requirements
CFP, CFA, ChFC, AIF, or other advanced designations
30M+ AUM book looking for a more flexible, modern platform
Compensation & Benefits
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.
Responsibilities
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.
You keep your clients.
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.
About the Company
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.