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    Senior Financial Advisor - Oklahoma City, United States - Farther LLC

    Farther LLC
    Farther LLC Oklahoma City, United States

    2 weeks ago

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    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.
    Are you able to work in the US without visa sponsorship?


    • How many assets do you have under management?
    Please select
    How many years of experience do you have in wealth management?

    Please select
    Which of the following licenses/designations do you hold?

    Series 63
    Series 65
    Series 66
    Series 6
    Series 7

    CFP

    CFA
    None

    What is your ZIP Code?

    Voluntary Self-Identification

    For government reporting purposes, we ask candidates to respond to the below self-identification survey.
    Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

    As set forth in Farther's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

    If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

    As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.


    Classification of protected categoriesis as follows:
    A "disabled veteran" is one of the following: a veteran of the U.S.

    military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

    A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

    military, ground, naval, or air service.
    An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

    military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

    An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

    military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

    Voluntary Self-Identification of Disability

    Form CC-305
    Page 1 of 1
    OMB Control Number
    Expires 04/30/2026
    Voluntary Self-Identification

    For government reporting purposes, we ask candidates to respond to the below self-identification survey.
    Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

    As set forth in Farther's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

    Gender

    Please select

    Gender

    Are you Hispanic/Latino?

    Please select

    Are you Hispanic/Latino?

    Race & Ethnicity Definitions

    If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.

    As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA.


    Classification of protected categoriesis as follows:
    A "disabled veteran" is one of the following: a veteran of the U.S.

    military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

    A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S.

    military, ground, naval, or air service.
    An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S.

    military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

    An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S.

    military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

    Veteran Status

    Please select

    Veteran Status

    Voluntary Self-Identification of Disability

    Form CC-305

    Page 1 of 1

    OMB Control Number

    Expires 04/30/2026
    Why are you being asked to complete this form?

    We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.
    Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at .
    How do you know if you have a disability?


    A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability.


    Disabilities include, but are not limited to:
    Alcohol or other substance use disorder (not currently using drugs illegally)
    Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
    Blind or low vision
    Cancer (past or present)
    Cardiovascular or heart disease
    Celiac disease
    Cerebral palsy
    Deaf or serious difficulty hearing
    Diabetes
    Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
    Epilepsy or other seizure disorder
    Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
    Intellectual or developmental disability
    Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
    Missing limbs or partially missing limbs
    Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
    Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)
    Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
    Partial or complete paralysis (any cause)
    Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
    Short stature (dwarfism)
    Traumatic brain injury
    Disability Status

    Please select

    Disability Status


    PUBLIC BURDEN STATEMENT:

    According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number.

    This survey should take about 5 minutes to complete.

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