Farther
AVP, Wealth Advisor
RemoteUnited States only
- Role
- Finance
- Experience
- Mid
- Company size
- Startup
Salary not disclosed
Check eligibility
Open to US only. Set where you work from to check your eligibility.
No BS summary
Wealth advisor with Series 65 or 66 and 2+ years in financial planning or wealth management. Needs strong planning fundamentals across retirement, investments and tax basics, plus ability to manage client relationships and pipeline.
Optional skills
eMoneyMoneyGuidePro
What you'll do
- 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
What they require
- 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
- Preferred: CFP® or actively pursuing it
- Preferred: Existing book of business (any size welcome)
- Preferred: Experience with corporate executives, tech professionals, or retirees
- Preferred: Austin-based or Austin-area connections
Benefits
- Comprehensive medical benefits (health & dental, vision)
- retirement benefits (401(k) matching & Roth IRA options)
- unlimited PTO
- growth opportunities at a fast-scaling fintech
- veteran industry experts to learn from
- We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
- Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
- Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
FintechStartup
Salary not disclosed