[Remote] Associate Vice President, Focus Team - Wealth Advisor
Note: The job is a remote job and is open to candidates in USA. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Associate Vice President, Wealth Advisor will build their own book of business and leverage the Focus Team's market access and specialized knowledge to serve clients effectively.
Responsibilities
• Build Your Client Base: Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can't—giving you direct access to qualified prospects in environments where trust is already established
• Deliver Exceptional Advisory Services: Conduct comprehensive discovery sessions that uncover clients' true financial objectives. Present customized wealth management solutions using Farther's technology platform to deliver a client experience that traditional advisories simply can't match
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn't generic sales training—it's the kind of insider knowledge that builds instant credibility
• Grow With The Team: Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours
Skills
• 2+ years of proven success in financial services sales, with specific experience advising stock market investors
• Current Investment Adviser Representative designation, Series 65
• Demonstrated history of exceeding client acquisition targets
• Exceptional relationship-building abilities and consultative selling approach
• Comprehensive understanding of investment vehicles, strategies, and market dynamics
• Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
• Advanced proficiency with modern CRM systems and financial planning software
• MBA, CFP®, or other prestigious financial certifications
• Established and transferable book of business
• Proven track record working with high-net-worth individuals ($1M+ investable assets)
• Experience in fintech or digital-first wealth management environments
• Data-driven approach to prospecting and client relationship management
Benefits
• 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
Company Overview
• Farther is a wealth management firm that combines expert financial advisors with technology to financial planning. It was founded in 2019, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.farther.com.
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Responsibilities
• Build Your Client Base: Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can't—giving you direct access to qualified prospects in environments where trust is already established
• Deliver Exceptional Advisory Services: Conduct comprehensive discovery sessions that uncover clients' true financial objectives. Present customized wealth management solutions using Farther's technology platform to deliver a client experience that traditional advisories simply can't match
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn't generic sales training—it's the kind of insider knowledge that builds instant credibility
• Grow With The Team: Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours
Skills
• 2+ years of proven success in financial services sales, with specific experience advising stock market investors
• Current Investment Adviser Representative designation, Series 65
• Demonstrated history of exceeding client acquisition targets
• Exceptional relationship-building abilities and consultative selling approach
• Comprehensive understanding of investment vehicles, strategies, and market dynamics
• Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
• Advanced proficiency with modern CRM systems and financial planning software
• MBA, CFP®, or other prestigious financial certifications
• Established and transferable book of business
• Proven track record working with high-net-worth individuals ($1M+ investable assets)
• Experience in fintech or digital-first wealth management environments
• Data-driven approach to prospecting and client relationship management
Benefits
• 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
Company Overview
• Farther is a wealth management firm that combines expert financial advisors with technology to financial planning. It was founded in 2019, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://www.farther.com.
Apply tot his job
Apply To this Job