Senior Financial Advisor - Aurora, United States - Farther LLC

Farther LLC Aurora, United States

19 hours ago

Description

Job Description

Job Description

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend 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 who are passionate about helping their 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 build the future of wealth management with you.

Job Description

As a Senior Financial 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 build the future of wealth management and reap the rewards for doing so.

Qualifications

RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals

REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4

BONUS POINTS
CFA or CFP certification
Additional Information

TRANSITIONS
We 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.

COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts.

If building a 3X 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 AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote

#J-18808-Ljbffr

Financial Advisor

3 weeks ago

Cetera Investment Services LLC Lisle, United States

JOB FUNCTION / SUMMARY: · Financial Advisors consult with clients and prospective clients to determine the best course of action(s) designed to help meet their financial and investment goals. · ESSENTIAL DUTIES & RESPONSIBILITIES: · Completes a suitability review with client to a ...
Financial Advisor

2 weeks ago

Lincoln Investment Lombard, United States

Job Description · Job Description · Our · Lombard -based Chicagoland branch office is seeking an established · Financial Professional · to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-esta ...
Financial Advisor

2 weeks ago

Lakeshore Financial Group Oak Brook, United States

Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
Financial Advisor

2 weeks ago

Northwestern Mutual Schaumburg, United States

Financial Representative · BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL · Financial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their clients ...
Financial Advisor

2 weeks ago

Northwestern Mutual Schaumburg, United States

Job description · In the Financial Representative role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help ...
Financial Advisor

2 weeks ago

NYLIFE Securities Downers Grove, United States

Job Description · Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients ac ...
Financial Advisor

1 week ago

Lakeshore Financial Group Oak Brook, United States

Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
Financial Advisor

3 weeks ago

Lincoln Investment Lombard, United States

Job Description · Job DescriptionOur Lombard-based Chicagoland branch office is seeking an established Financial Professional to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-established Financi ...
Financial Advisor

2 days ago

NYLIFE Securities LLC Downers Grove, United States

· Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Su ...
Financial Advisor

1 week ago

Cambridge Investment Research, Inc. Des Plaines, Illinois, United States Permanent

Overview: · We are looking for someone passionate about providing excellent service to financial clients to join Cambridge as a Financial Advisor. · Essential Duties: · Maintain superior and courteous service through phone, voice mail, e-mail and in-person interactions to promot ...
Financial Aid Advisor

2 weeks ago

Waubonsee Community College, IL Sugar Grove, United States

Financial Aid Advisor · Join our dynamic team at Waubonsee Community College, where your career can flourish. We are committed to being an exceptional employer, offering a comprehensive benefits package with generous time off, low-cost medical, dental, and vision plans, and a se ...
Financial Aid Advisor

2 weeks ago

InsideHigherEd Sugar Grove, United States Administrative Jobs ,

· Financial Aid Advisor · Join our dynamic team at Waubonsee Community College, where your career can flourish. We are committed to being an exceptional employer, offering a comprehensive benefits package with generous time off, low-cost medical, dental, and vision plans, and a ...
Financial Aid Advisor

2 weeks ago

Waubonsee Community College Sugar Grove, United States

Financial Aid Advisor · Join our dynamic team at Waubonsee Community College, where your career can flourish. We are committed to being an exceptional employer, offering a comprehensive benefits package with generous time off, low-cost medical, dental, and vision plans, and a se ...
Financial Advisor

2 weeks ago

Edward Jones Winfield, United States

We're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on bui ...
Financial Advisor

2 weeks ago

NYLIFE Securities LLC Downers Grove, United States

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Succe ...
Financial Advisor

3 weeks ago

Lakeshore Financial Group Oak Brook, United States

Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
Financial Aid Advisor I

1 week ago

InsideHigherEd Chicago Heights, United States

Posting Number:S0371P · Classification:Staff · DBM Rating:B22 · Position Number:104 · Position Title:Financial Aid Advisor I · Position Type:Support Staff · Status of Position:Staff - Full Time · Union:Support Staff · FLSA:Non Exempt · Position Summary:The Advisor I is responsibl ...
Financial Advisor

3 weeks ago

Lakeshore Financial Group Oak Brook, United States

Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
Financial Advisor

3 weeks ago

Lincoln Investment Lombard, United States

Job Description · Job Description · Our · Lombard -based Chicagoland branch office is seeking an established · Financial Professional · to join the team and provide financial and retirement planning services to the local K-12 educator community. They will support a well-esta ...
Financial Advisor

3 weeks ago

Financial Planner Recruiting, LLC Oak Brook, United States

Our client is an independent financial advisory firm seeking a client-facing Financial Advisor to join its growing team. · Responsibilities Include: · -Acting as the main point of contact for clients · -Create and update financial plans · -Present financial plans and meetings an ...