Associate Vice President – Wealth Advisor
Father Gabriel Richard High School - Ann Arbor, Michigan
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
About the role
- Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects
- Conduct comprehensive discovery sessions that uncover clients' true financial objectives
- Present customized wealth management solutions using Farther's technology platform
- Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets
Requirements
- 2+ years of proven success in financial services sales, with specific experience advising stock market investors
- Current Investment Adviser Representative designation, Series 65
- Demonstrated history of exceeding client acquisition targets
- Exceptional relationship-building abilities and consultative selling approach
- Comprehensive understanding of investment vehicles, strategies, and market dynamics
- Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
- Advanced proficiency with modern CRM systems and financial planning software
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services salesinvestment advisingclient acquisitioninvestment vehiclesmarket dynamicsconsultative sellingfinancial planning
Soft Skills
relationship-buildingcommunicationmentoringleadership
Certifications
Investment Adviser RepresentativeSeries 65