Senior Financial Advisor, Farther
Wealth management platform
Open for applications
Wealth management platform
101-200 employees
Open for applications
101-200 employees
Company mission
To create comprehensive wealth management to ensure clients prosperity now, and far into the future.
Role
Who you are
- Proven track record of success in acquiring new wealth management relationships
- Consistently demonstrated ambition, drive, and grit
- Expert, current knowledge of investment products and services across personal finance
- Ability to convey financial advice with empathy, understanding, humility, and confidence
- Passion for building a better personal finance experience
- Series 65 or equivalent; clean U4
Desirable
- CFA or CFP certification
- Existing Client Base
What the job involves
- As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you
- You have maximum autonomy to grow your client base and serve your clients
- You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth and demonstrating the unique value we can deliver together
- You'll be supported every step of the way with a full suite of technology that helps you prospect, plan and manage your book of business. The Farther platform eliminates tedious ops and admin work, differentiating you from every other investment advisor out there
- Turn prospects into clients and clients into raving Farther fans
- Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
- Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
Our take
The Wealth Management market consists of two different segments, Financial Advisory and Digital Investment. Farther is looking to take clients' wealth “farther” by offering both in its integrated service, alongside offering advisors the tools to earn and accelerate the growth of their books.
Through the platform, users can visualise and control every step of their financial transition, as well as access an advisor with the speciality that they need. Advisors in turn are able to use the same portal to streamline their service and reduce paperwork, so they can spend more time on customer interaction.
Founded in 2019, the company has shown impressive year-over-year growth ever since. With newly secured funding, it sets out to onboard more financial advisors, and invest in engineering talent to enhance its offering so it can continue to support clients and advisors alike.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Oct 2024
$72m
SERIES C
Oct 2023
$31m
SERIES B
Total funding: $118m
Company benefits
- Opportunity to work with a talented team of professionals.
- Drive the success of a venture-backed, rapidly growing firm.
Company HQ
World Trade Center, New York, NY
Leadership
Taylor Matthews
(CEO)An extensive background in financial services, they also Co-founded Essmart. Prior to this, worked as Head of Account Management, Customer Success, and Business Operations at ForUsAll.
Bradley Genser
(CTO)Previously a US Army Officer and VP at Goldman Sachs.
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