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.
As a Certified Financial Planning Specialist, you will work alongside Farther’s internal RIA Sales and Advisor teams as the point person for complex financial planning, education, and analysis. You will have in-depth conversations with clients to help them determine the right path for their personal financial future, while, proactively, looking for efficiency improvements, suggesting solutions, and elevate issues or concerns. You will report to the company's COO, who will make sure you have all the resources & marketing you need for the sales process.
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