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Farther
Fort Worth, TX, United States
Job Description As 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 cl
Job Source: FartherVanguard
Fort Worth, TX, United States
We believe that everyone should be given a chance to succeed – and that starts with you. As a Senior CFP Financial Advisor, you’ll develop tailored strategies that will help our clients achieve their unique financial goals. Advance your career in a team environment where it’s the people, not just the finances that count. In this role, you will play
Job Source: VanguardFisher Investments
arlington, tx
Are you a methodical thinker and motivated to guide others? As a Portfolio Evaluation Analyst at Fisher Investments, you'll use your expertise in portfolio management and passion towards affecting clients' financial lives. The Opportunity: As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Pol
Job Source: Fisher InvestmentsHub International
Fort Worth, TX, United States
Hub International Senior Wealth Advisor Fort Worth , Texas Apply Now HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offic
Job Source: Hub InternationalCity of Grand Prairie
Grand Prairie, TX, United States
Salary: $60,306.00 - $93,794.00 Annually Job Summary Join our dynamic team in a pivotal role as a Senior Financial Analyst! This is accomplished by preparing the annual budget, auditing bills and payments; submitting payments and keeping account of expenses; preparing, analyzing, and reconciling expenditures and revenue data; overseeing periodic
Job Source: City of Grand PrairieRingCentral, Inc
Fort Worth, TX, United States
Say hello to opportunities. It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contac
Job Source: RingCentral, Incdefi Solutions
Roanoke, TX, United States
About defi SOLUTIONS It's an exciting time to join defi! defi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations. The company's comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled processin
Job Source: defi SolutionsFreese and Nichols
Fort Worth, TX, United States
Essential Functions Provide specialized consulting services in areas including: financial planning, rate studies, and strategic investment planning. Perform complex financial data analyses. Prepare, or oversee development of, comprehensive financial models with an integrated set of financial scenarios, assumptions, and metrics. Manage or oversee c
Job Source: Freese and NicholsFort Worth
Job Description 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.
Job Description As 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.
Qualifications RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
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
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
Senior Financial Advisor jobs in Fort Worth
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