Senior Financial Advisor Stockton, CA
Company: Farther
Location: Stockton
Posted on: October 20, 2024
|
|
Job 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 DescriptionAs 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.QualificationsRESPONSIBILITIES
#J-18808-Ljbffr
Keywords: Farther, Stockton , Senior Financial Advisor Stockton, CA, Accounting, Auditing , Stockton, California
Click
here to apply!
|