The Role
As a Senior Financial Advisor at Farther, you will build a client-first wealth management business using modern tools. Responsibilities include conducting client consultations, managing prospect relationships, and improving client experiences. The role requires a proven track record in wealth management, effective client communication, and ambition for driving success and client satisfaction.
Summary Generated by Built In
The Company
What We Do
Farther is the leading technology-centric wealth management firm – combining expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. Founded in 2019 and backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who need a more holistic approach to managing their money.
For details on our disclosures, please reference the document linked on our website footer (farther.com).