Senior Financial Advisor

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 U4

Turn prospects into clients and clients into raving Farther fans Source and manage prospects, utilize prospecting tools, and build deep client relationships Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals