Father Gabriel Richard High School - Ann Arbor, Michigan

Academic excellence in an authentic Catholic community

Financial Wealth Advisor, Focus Team

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200Since 1868H1B No SponsorCompany Site LinkedIn

Location

United States

Posted

29 days ago

Salary

Not specified

Seniority

Senior

Professional CertificateEnglish

Job Description

• Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow • Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo • Transition & Grow Your Book • Access New Markets • Leverage Specialized Knowledge • Contribute to Team Growth

Job Requirements

Existing book of business with established client relationships
Series 65 or 66 license (required)
Track record of client retention and organic growth
Desire to grow beyond your current capacity with team resources
Collaborative mindset—willing to share knowledge and support teammates
Entrepreneurial drive toward eventual practice ownership
Bonus Points: CFP, CFA, ChFC, or other advanced certifications
Experience with corporate retirement plans, executive comp, or small business owners
Existing relationships at large corporations
Experience mentoring or training a junior advisor

Benefits

Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth
Unlimited PTO
Growth opportunities at a fast-scaling fintech
Veteran industry experts to learn from
Streamline your client transition with personalized planning, communication support, and full operational assistance