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AVP, Wealth Advisor at Farther - ApplyBlast

AVP, Wealth Advisor

Farther

3 months ago

4.6 on Glassdoor

Hybrid

Full Time

Junior

0 applicants

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About this role

This role is an opportunity for a financial advisor to work alongside a senior mentor at Farther, a growing fintech wealth management firm. The position involves serving clients across retirement planning, tax strategy, and estate coordination while leveraging modern technology platforms. Candidates will take increasing ownership of relationships and drive growth within an entrepreneurial environment backed by top-tier venture capital.

Responsibilities

Serve existing and prospective clients across financial planning disciplines
Support senior advisor client relationships and take ownership over time
Handle new client inquiries and convert warm introductions into relationships
Prospect for new clients through referrals and professional networks
Contribute to team operations and support internal succession planning

Skills

Qualifications

Series 65 LicenseSeries 66 LicenseBachelor's Degree in FinanceCFP® Certification (Preferred)2 Years Financial Planning Experience

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.