Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.
We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther.
Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.
Job Description
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.
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 fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Generate and update financial plans for prospective clients in planning software
Analyze and recommend investment portfolios for clients
Perform tax impact analysis for client portfolios changes
Coordinate all prospect and client meetings and meeting agendas
Manage and track client follow-up tasks
Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes
REQUIREMENTS
Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
Excellent communicator, in both written and oral form
Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
High attention to detail
High level of discretion
Passion for building a better personal finance experience
Bachelor’s degree and financial planning coursework completed
Minimum of 2 years working in a securities-related environment
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
All your information will be kept confidential according to EEO guidelines.
San Francisco, California
Full Time