Senior Financial Advisor Sacramento, CA
Company: Farther
Location: Sacramento
Posted on: October 24, 2024
Job Description:
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.Job DescriptionAs 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 apply
your history of success in acquiring client relationships and
comprehensive financial knowledge base to bring new clients onto
the Farther platform and serve them with excellence once they're on
board.You'll be supported every step of the way with technology
that helps you prospect, eliminates tedious ops and admin work, and
differentiates you from every other investment advisor out there.As
a pioneering member of Farther's advisor team, this is more than
just a run of the mill wealth management opportunity - it's an
opportunity to have a huge impact on the company and to change the
entire wealth industry so it works better for clients and
advisors.Successful candidates are ambitious and tenacious, always
aspiring to excellence in their craft and caring deeply about
clients. Joining Farther is a once-in-a-lifetime opportunity to
build the future of wealth management and reap the rewards for
doing so.QualificationsRESPONSIBILITIES
- 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 goalsREQUIREMENTS
- 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
- Existing transferrable client base
- Series 65 or equivalent; clean U4BONUS POINTS
- CFA or CFP certificationAdditional InformationTRANSITIONSWe
make bringing over your existing client base a seamless experience.
We'll work with you to build a transition plan, guide you through
communications, and handle the ops and admin work for you. In other
words, we'll hold your hand every step of the way to ensure a
smooth transition for your practice and your
clients.COMPENSATIONOur compensation plan is designed to attract
and reward the best with top of the industry payouts. If building a
3X bigger book faster with a better product for your clients and
virtually zero ops and admin work for you sounds good, then let's
go farther together.REMOTE AND HYBRID WORKWe're a firm born in the
pandemic and as comfortable with remote work as we are with
in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA
or Atlanta we can make it work.Accepted file types: pdf, doc, docx,
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to work in the US without visa sponsorship? * Select... Which state
do you reside in? * Select... How many assets do you have under
management? * Select... How many years of experience do you have in
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licenses/designations do you hold? * Series 63 Series 65 Series 66
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Keywords: Farther, Parkway-South Sacramento , Senior Financial Advisor Sacramento, CA, Accounting, Auditing , Sacramento, California
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