Financial Wealth Advisor (Focus Team)
FartherWealth Management company
RemoteMid
CapitalG
Bessemer Venture Partners
Khosla Ventures
Viewpoint Ventures
Context Ventures
Cota Capital
Sales & Account Management
About the role
TL;DR
Scale your practice with infrastructure, market access, and collaborative resources.
- •You've built a book.
- •Now you want to grow it with better technology, real support, and without the bureaucracy.
- •The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.
- •Key Responsibilities Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform then leverage Focus Team resources to grow.
- •Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide.
- •We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
- •Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets.
- •Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
- •Contribute to Team Growth: Share your expertise with developing advisors.
- •As you progress toward partnership, you'll help shape the team's direction and mentor the next generation building something bigger than just your own book.
- •Requirements Existing book of business with established client relationships Series 65 or 66 license (required) Track record of client retention and organic growth Desire to grow beyond your current capacity with team resources Collaborative mindset willing to share knowledge and support teammates Entrepreneurial drive toward eventual practice ownership
Required skills
Business DevelopmentSalesAccount Management
Domain expertise
fintech
Benefits & perks
Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from