Farther
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Benefits at Farther
Financial + Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Office Perks
Commuter benefits
Company-sponsored outings
Company-sponsored happy hours
Home-office stipend for remote employees
Health Insurance + Wellness
Dental insurance
Flexible Spending Account (FSA)
Health insurance
Life insurance
Vision insurance
Professional Development
Mentorship program
Paid industry certifications
Promote from within
Lunch and learns
Vacation + Time Off
Paid holidays
Unlimited vacation policy
Culture
Team based strategic planning
Hybrid work model
Employee awards
Diversity
Hiring practices that promote diversity
Recently posted jobs
The Advisor Success Platform Leader will design and implement practice management programs, optimize advisor operations, develop training initiatives, establish performance metrics, and enhance advisor experience. This role focuses on driving growth and efficiency within wealth management practices, collaborating with technology teams, and providing mentorship for advisor development.
As a Senior Financial Advisor at Farther, you will build and manage a client-first business with autonomy, leveraging modern tools to identify client needs and provide tailored wealth management strategies. You will be responsible for acquiring new clients, consulting on financial strategies, and transitioning existing clients smoothly.
As a Senior Financial Advisor at Farther, you will leverage your entrepreneurial spirit and proven wealth management expertise to build and manage client relationships. You will utilize modern tools to identify client needs and communicate strategic financial solutions to help clients achieve their financial goals, all while receiving support for smooth operations and administrative tasks.
