AVP, Wealth Advisor
New
F
FartherWealth Management
RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
Requirements
- Series 65 or 66 license required
- 2+ years of experience in financial planning or wealth management
- Strong foundation in financial planning concepts — retirement, investment management, tax basics
- Relationship-first mindset with genuine care for clients' long-term outcomes
- Comfortable working in a fast-moving, entrepreneurial environment
- Self-starter who can manage a pipeline and own follow-through
Responsibilities
- Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
- Support senior advisor client relationships and take on increasing ownership over time
- Handle new client inquiries and leads — turning warm introductions into long-term relationships
- Prospect for new clients through referrals, community engagement, and professional networks
- Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience
- Contribute to team operations and support internal succession planning as the practice grows
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