Offer summary

Qualifications:

CFP certification (or enrolled candidate) with 5+ years of financial planning experience., Expertise in equity compensation, retirement planning, and cash flow analysis., Outstanding communication skills with the ability to explain complex concepts clearly., Strong collaborative abilities and a self-starter mindset..

Key responsabilities:

Manage a portfolio of clients, serving as the primary point of contact for comprehensive financial advice.

Conduct in-depth client consultations to develop and implement financial strategies.

Drive efficiency improvements in planning processes and ensure compliance with regulatory requirements.

Collaborate with internal teams to create optimal financial solutions for clients.

Job description

Company 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.

The Role

As a CFP & Relationship Manager on the Momentum Team here at Farther, you will be responsible for managing a portfolio of wide ranging clients. You will serve as the primary point of contact, ensuring clients receive comprehensive financial advice and superior service. This role is not structured to be new business development focused, but rather, maintaining and growing your team's current clients. You will help an Onboarding Advisor through their process by engaging with the prospective clients that you will ultimately be responsible for. Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients.

Your Impact

Lead complex financial planning initiatives, providing expert guidance and education
Conduct in-depth client consultations to develop and implement comprehensive financial strategies
Serve as the subject matter expert on all stages of the financial planning process
Drive efficiency improvements in our planning processes and proactively identify opportunities for enhancement
Provide personalized financial advice and solutions, leveraging a deep understanding of wealth management products and services.
Conduct regular reviews of clients' portfolios, ensuring alignment with their investment objectives and risk tolerance
Collaborate with internal teams, to create the most optimal financial solutions to your clients
Ensure compliance with regulatory requirements and company policies.
Work closely with other members of the Advisor Team to provide seamless and comprehensive service to clients.

The Ideal Match

CFP certification (or enrolled candidate) with 5+ years of financial planning experience
Expertise in equity compensation, retirement planning, and cash flow analysis
Passion for, and proven track record of building and managing client relationships with meticulous attention to detail
Outstanding communication skills and ability to explain complex concepts clearly
Self-starter mindset with strong collaborative abilities
Ability to adhere to a schedule based on client and prospect needs
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

Bonus Points

Series 65 or equivalent; clean U4
Track record of success in maintaining and growing wealth management relationships
Comprehensive knowledge of the financial industry