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Jobs/Advisor Role/Farther - Financial Wealth Advisor (Advisory Team)
Farther

Farther - Financial Wealth Advisor (Advisory Team)

Remote - USA$21k - $21k1mo ago
RemotePrincipalNAAsset ManagementAdvisorFinancial AdvisorMentoringCFPCFA

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Requirements

• CFP, CFA, ChFC, AIF, or other advanced designations • Experience with nonprofits, 401(k)s, executive comp, or small business owners • Background mentoring or developing junior advisors • 30M+ AUM book looking for a more flexible, modern platform

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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