AVP, Wealth Advisor

Father Gabriel Richard High School - Ann Arbor, Michigan

AVP, Wealth Advisor at Farther providing a comprehensive wealth management experience. Supporting clients across various financial planning disciplines with mentorship and technology-driven tools.

Posted 7/2/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including retirement, investment management, and tax strategy, while fostering strong client relationships and managing a client pipeline effectively. Proven ability to leverage technology and planning tools to enhance client experiences in a fast-paced environment.

Highest-signal resume keywords

Series 65 Or 66 LicenseFinancial Planning ExperienceRetirement PlanningInvestment ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningTax StrategyEquity CompensationEstate CoordinationInvestment Management

Soft Skills

Relationship-First MindsetSelf-StarterPipeline ManagementFollow-Through

Tools & Technologies

Planning ToolsTechnology Platforms

Certifications & Qualifications

Series 65 LicenseSeries 66 License

Industry Keywords

Wealth ManagementClient InquiriesCommunity EngagementProfessional NetworksSuccession Planning

About the role

Key responsibilities & impact

Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
Support senior advisor client relationships and take on increasing ownership over time
Handle new client inquiries and leads — turning warm introductions into long-term relationships
Prospect for new clients through referrals, community engagement, and professional networks
Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience
Contribute to team operations and support internal succession planning as the practice grows

Requirements

What you’ll need

Series 65 or 66 license required
2+ years of experience in financial planning or wealth management
Strong foundation in financial planning concepts — retirement, investment management, tax basics
Relationship-first mindset with genuine care for clients' long-term outcomes
Comfortable working in a fast-moving, entrepreneurial environment
Self-starter who can manage a pipeline and own follow-through

Benefits

Comp & perks

Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options)
unlimited PTO
growth opportunities at a fast-scaling fintech
veteran industry experts to learn from