Financial Wealth Advisor, Focus Team
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow
- Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo
- Transition & Grow Your Book
- Access New Markets
- Leverage Specialized Knowledge
- Contribute to Team Growth
Requirements
- Existing book of business with established client relationships
- Series 65 or 66 license (required)
- Track record of client retention and organic growth
- Desire to grow beyond your current capacity with team resources
- Collaborative mindset—willing to share knowledge and support teammates
- Entrepreneurial drive toward eventual practice ownership
- Bonus Points: CFP, CFA, ChFC, or other advanced certifications
- Experience with corporate retirement plans, executive comp, or small business owners
- Existing relationships at large corporations
- Experience mentoring or training a junior advisor
Benefits
- Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth
- Unlimited PTO
- Growth opportunities at a fast-scaling fintech
- Veteran industry experts to learn from
- Streamline your client transition with personalized planning, communication support, and full operational assistance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client retentionorganic growthcorporate retirement plansexecutive compensationsmall business advisory
Soft Skills
collaborative mindsetknowledge sharingsupporting teammatesentrepreneurial drivementoringtraining
Certifications
Series 65Series 66CFPCFAChFC