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Jobs(31,339)/Advisor Role(665)/Farther (5) - AVP, Wealth Advisor
Farther

Farther - AVP, Wealth Advisor

Remote - USA *+ Equity2mo ago
RemoteMidNAAdvisorFinancial AdvisorCFP

Requirements

• CFP® or actively pursuing it • Existing book of business (any size welcome) • Experience with corporate executives, tech professionals, or retirees • Background in financial planning software (eMoney, MoneyGuidePro, etc.) • Austin-based or Austin-area connections

Benefits

• 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 • Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most. • Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops 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. • Ready to disrupt wealth management? Let's talk!

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