Focus Team - Wealth Advisor
Bessemer Venture Partners(1 day ago)
About this role
An experienced financial advisor role on Farther’s Focus Team that enables advisors with existing books to scale their practices using the firm’s technology, infrastructure, and market access. The position lets advisors retain their clients while leveraging coordinated events, specialized training, and shared support to accelerate growth and pursue partnership opportunities. The company is a fast-growing fintech RIA focused on modern wealth management.
Required Skills
- Relationship Management
- Book Management
- Financial Planning
- Client Retention
- Prospecting
- Presentation
- Retirement Plans
- Executive Compensation
- Mentoring
- Sales
Qualifications
- Series 65
- Series 66
- CFP
- CFA
- ChFC
About Bessemer Venture Partners
bvp.comBessemer Venture Partners is a global venture capital firm that partners with audacious entrepreneurs to build enduring businesses. They invest across stages—from seed through growth—and focus on areas such as cloud/SaaS, infrastructure, consumer, healthcare and fintech. BVP combines long-term capital with sector expertise and hands-on operational support (go‑to‑market, talent and scaling playbooks) to help companies scale. Founders choose them for their research-driven approach, deep network, and track record of backing category-defining companies.
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