Farther - Financial Wealth Advisor (Focus Team)

Remote - USA *5mo ago

Remote NA Advisor Financial Advisor Support Specialist Mentoring CFP CFA

Requirements

• CFP, CFA, ChFC, or other advanced certifications • Experience with corporate retirement plans, executive comp, or small business owners • Existing relationships at large corporations • Experience mentoring or training a junior advisor

Responsibilities

• Bring existing client relationships onto Farther's modern platform and leverage Focus Team resources to grow. • Access coordinated events for market access. • Utilize the dedicated support infrastructure provided by the team lead and other members. • Participate in specialized knowledge training sessions about internal language, benefits structures, and culture of target companies. • Engage with accessible leadership within a hands-on approach to shape team direction based on personal input. • Receive mentorship from senior advisors as part of the collaborative environment for career development.

Benefits

• 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 • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most. • Transitions Made Simple: • Compensation: Competitive base salary plus uncapped commission structure, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work. • Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between. • Location Flexibility: • Ready to disrupt wealth management? Let's talk!