AVP, Wealth Advisor

Responsibilities

• 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

• 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

Core Competencies

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.