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Lead Farther's national insurance offering: design and scale a centralized insurance desk, curate product shelf for HNW/UHNW clients, manage carrier/BGA/vendor relationships, integrate insurance into planning, run advisor enablement, own P&L and compliance, build reporting, and hire licensed specialists to scale the business.

The role involves supporting three senior Managing Directors by managing meetings, preparing client materials, coordinating financial planning, and ensuring operational excellence in wealth management.

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.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.

As a Client Experience Associate, you will qualify leads, schedule meetings with advisors, manage outreach, and maintain records in HubSpot, driving improvements in client engagement.

As a Wealth Advisor on the Focus Team, you'll grow your client book leveraging technology and resources while maintaining your autonomy. You'll provide wealth management services, access new markets, and mentor junior advisors.