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Your digital family office

VP Financial Advisor, Acquisition

0.1% – 0.25%
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OVERVIEW

As VP Financial Advisor, you are the first introduction to Farther for prospective clients. You are responsible for identifying prospect needs, identifying how Farther can help, and communicating our unique value to them. You apply your history of success in acquiring client relationships and comprehensive finance knowledgebase to bring new clients onto the Farther platform. As a pioneering member of Farther’s client acquisition team, this is an opportunity to have a huge impact on the company and to help define how acquisition is done right.

Successful candidates are ambitious, aspire to excellence in their craft, and care deeply about sharing their knowledge of personal finance with people they can help. With consistent leads generated by Farther’s unique acquisition technology coming your way, this is a great opportunity for career growth while reaping financial rewards.

RESPONSIBILITIES

Turn prospects into clients
Manage leads, own outreach efforts, and build relationships with prospective clients
Communicate with prospects across videochat, chat, and email to provide an experience that consistently exceeds expectations
Communicate in Farther’s investment philosophy in clear, understandable language and guide clients through Farther’s recommendations based on client and market inputs
Prepare for prospect video calls and execute on follow-ups
Be the voice of client to the rest of the Farther team
Develop, document, and automate aspects of the client acquisition process

REQUIREMENTS

Client-facing experience at a financial institution with a proven track record of success
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Experience with and knowledge of standard operational aspects of client service (e.g., onboarding, ACATs, distributions)
Series 65 or equivalent; clean U4

BONUS POINTS

CFP certification
Passion for building a better personal finance experience

Location
New York CityRemote
Hires remotely
Everywhere
Job type
Full-time
Visa sponsorship
Not Available
Experience
6+ years
Skills
Sales
Hiring contact

Farther Finance at a glance

Your digital family office

Farther Finance focuses on Financial Services, Personal Finance, and Fin Tech. Their company has offices in New York City, San Francisco, and San Francisco Bay Area. They have a small team that's between 1-10 employees.

You can view their website at https://farther.com or find them on Twitter, Facebook, and LinkedIn.

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VP Financial Advisor, Client Service

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