124 Senior Financial Advisor Jobs in Washington, DC
Farther is Hiring a Senior Financial Advisor Near Washington, DC
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
Job Summary
Full Time
$88k-107k (estimate)
09/20/2023
07/02/2024
fartherbound.com
Santa Fe, NM
<25
Related Companies
The job skills required for Senior Financial Advisor include Futures, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Financial Advisor positions, which can be used as a reference in future career path planning. As a Senior Financial Advisor, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Advisor. You can explore the career advancement for a Senior Financial Advisor below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
