SVP / VP Wealth Advisor
Company: Farther Finance
Location: Hartford
Posted on: August 3, 2022
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Job Description:
Company Description*Applicants can apply to this position from
anywhere in the continental U.S.*Farther is a new kind of financial
institution: combining expert advisors and cutting-edge technology
to deliver a comprehensive, tailored wealth management
experience.Farther empowers advisors to deliver exceptional value
to their clients - on their own terms. We're here to help
established advisors scale, providing everything they need to
succeed from technology to client support and from marketing to
mentoring.To deliver on that goal, we've reimagined what a wealth
management platform delivers, allowing clients to easily find a
financial advisor and communicate how and when they want, to
customize, invest, and professionally manage their entire financial
lives in one place, and to automatically squeeze more out of every
hard-earned dollar to reduce their tax bills. In other words, we
help our clients go Farther.Farther's founders are leaders and
innovators from the private wealth industry and possess a unique
mix of traditional wealth management, fintech, and technology
production expertise. We're backed by top tier venture capital
firms, fintech investors, and industry leaders.Joining Farther
means joining a collaborative team of entrepreneurs and builders
who are passionate about helping our clients and our teammates
achieve more. If you're the type who breaks through walls to get
things done the right way, we want to go farther with you.Job
DescriptionAs a Senior Wealth Advisor, you are an entrepreneur
under the Farther umbrella building a client-first business with
modern tools backing you. You have maximum autonomy to grow your
client base and serve your clients. You are responsible for
identifying prospect needs, communicating how you and Farther can
help better manage client wealth, and demonstrating the unique
value we can deliver together. You apply your history of success in
acquiring client relationships and comprehensive financial
knowledge base to bring new clients onto the Farther platform and
serve them with excellence once they're on board. You'll be
supported every step of the way with technology that helps you
prospect, eliminates tedious ops and admin work, and differentiates
you from every other investment advisor out there.As a pioneering
member of Farther's advisor team, this is more than just a run of
the mill wealth management opportunity - it's an opportunity to
have a huge impact on the company and to change the entire wealth
industry so it works better for clients and advisors. Successful
candidates are ambitious and tenacious, always aspiring to
excellence in their craft and caring deeply about clients. Joining
Farther is a once-in-a-lifetime opportunity to be and build the
future of wealth management and reap the rewards for doing
so.QualificationsRESPONSIBILITIESTurn prospects into clients and
clients into raving Farther fansSource and manage prospects,
effectively utilize proprietary data-driven prospecting tools, hone
multiple outreach efforts, and build deep relationships with
clientsConsult with clients on wealth management strategies and
guide them to achieve their personal and financial
goalsREQUIREMENTSProven track record of success in acquiring new
wealth management relationshipsConsistently demonstrated ambition,
drive, and gritExpert, current knowledge of investment products and
services across personal finance Ability to convey financial advice
with empathy, understanding, humility, and confidencePassion for
building a better personal finance experienceSeries 65 or
equivalent; clean U4BONUS POINTSCFA or CFP certificationExisting
Client BaseAdditional InformationTRANSITIONSWe make bringing over
your existing client base a seamless experience. We'll work with
you to build a transition plan, guide you through communications,
and handle the ops and admin work for you. In other words, we'll
hold your hand every step of the way to ensure a smooth transition
for your practice and your clients. COMPENSATIONOur compensation
plan is designed to attract and reward the best with top of the
industry payouts and equity in Farther. If building a bigger book
faster with a better product for your clients and virtually zero
ops and admin work for you sounds good, then let's go farther
together. REMOTE WORKWe're a firm born in the pandemic and very
comfortable with remote work. Whether you're in SF or Boise, NYC or
Miami, LA or Atlanta we can make it work.All your information will
be kept confidential according to EEO guidelines. Videos To
Watchhttps://www.youtube.com/watch?v=LEEKp4GUlDo
Keywords: Farther Finance, Hartford , SVP / VP Wealth Advisor, Accounting, Auditing , Hartford, Connecticut
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