Associate Vice President, Focus Team - Wealth Advisor

Fartherfinance

Remote
Base: competitive base salary; bonus/equity: uncap...
Fully remote
Building book of business
Client acquisition targets
Consultative selling approach
Fartherfinance is seeking an Associate Vice President, Wealth Advisor for their remote Focus Team, which emphasizes collaborative growth and access to high-net-worth clients through established market events. The ideal candidate will possess a strong background in financial services, proven sales success, and excellent relationship-building skills

Job Summary

  • As an AVP, Wealth Advisor on the Focus Team, you will be a producing advisor building your own book of business from the ground up, with a clear path to owning the practice you build.
  • The Focus Team provides unmatched market access through events inside major Fortune 500 companies nationwide, specialized knowledge training, and a dedicated support infrastructure.
  • Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects and deliver exceptional advisory services.

Matching Summary

Match Score: 85

Fartherfinance is seeking an Associate Vice President, Wealth Advisor for their remote Focus Team, which emphasizes collaborative growth and access to high-net-worth clients through established market events. The ideal candidate will possess a strong background in financial services, proven sales success, and excellent relationship-building skills.

Salary

Base: Competitive base salary; Bonus/Equity: Uncapped commission structure; Benefits: Comprehensive medical benefits, 401(k) matching, unlimited PTO

Skills & Requirements

Must-have

  • building book of business
  • client acquisition targets
  • consultative selling approach
  • investment vehicles and strategies
  • market access events

Nice-to-have

  • collaborative team environment
  • mentoring future advisors
  • fintech or digital-first environments
  • data-driven approach

Key Requirements

  • 2+ years financial services sales experience
  • Series 65 license
  • Advising stock market investors
  • Exceeding client acquisition targets
  • Relationship-building abilities

Work Rights

Not specified

Tailored Resume

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