Financial Wealth Advisor (focus Team)

Farther Finance

Remote
Base: competitive base salary; bonus/equity: uncap...
Remote
Existing book of business
Client retention and organic growth
Transition and grow client book
Farther Finance is seeking a Financial Wealth Advisor focused on growing existing client relationships with the support of advanced technology and collaborative resources. The ideal candidate should have an existing book of business, relevant licenses, and a collaborative mindset, with a strong emphasis on entrepreneurial growth and client retention

Job Summary

  • The Focus Team provides unmatched market access through events inside major corporations nationwide, giving advisors instant credibility.
  • Advisors receive dedicated support infrastructure including client service, marketing support, and premium tools to focus on clients.
  • Farther offers a competitive compensation structure with a base salary, uncapped commission, and the opportunity to grow a book significantly faster.

Matching Summary

Match Score: 85

Farther Finance is seeking a Financial Wealth Advisor focused on growing existing client relationships with the support of advanced technology and collaborative resources. The ideal candidate should have an existing book of business, relevant licenses, and a collaborative mindset, with a strong emphasis on entrepreneurial growth and client retention.

Salary

Base: Competitive base salary; Bonus/Equity: Uncapped commission structure; Benefits: Comprehensive medical, dental, vision, 401(k) matching, Mega Backdoor Roth, unlimited PTO

Skills & Requirements

Must-have

  • Existing book of business
  • Client retention and organic growth
  • Transition and grow client book
  • Access new markets via corporate events
  • Leverage specialized knowledge training

Nice-to-have

  • Collaborative team culture
  • Entrepreneurial drive
  • Desire to mentor junior advisors
  • Passion for fintech innovation

Key Requirements

  • Existing book of business
  • Series 65 or 66 license
  • Track record of client retention
  • Desire to grow beyond current capacity
  • Collaborative mindset
  • Entrepreneurial drive toward practice ownership

Work Rights

Not specified

Tailored Resume

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