Teams at Farther

Manage the day-to-day operations and client relationships for a wealth advisor serving high-net-worth clients. Handle client requests, account reviews, trading and cash checks, asset transfers, RMDs, Roth conversions, meeting preparation, CRM documentation, follow-up coordination, referrals, client events, budgets, and centers-of-influence relationships. The role requires an active Series 65 license, wealth management experience, familiarity with portfolio and CRM tools, and strong judgment and communication skills.

Support a senior advisor and serve clients across retirement, tax strategy, equity compensation, real estate, and estate coordination. Manage new client inquiries, prospect for referrals, use Farther's planning tools, and contribute to team operations and succession planning while growing client ownership over time.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.