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SalaryCompany Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Job Description
You will present Farther's wealth management solutions to high-net-worth prospects. You will be a foundational member of our RIA Sales team and you will report to our Head of Advisor growth who will make sure you have all the resources & marketing you need for the sales process.
Initial responsibilities include calling high-net-worth prospects who have requested Farther's information, meeting with prospects to evaluate their personal situation and provide solutions, educating prospective clients on Farther's services, helping qualified consumers become Farther's clients.
Compensation:
- You will be paid a competitive base salary as you step down into full commission for new business closed.
Qualifications:
Required:
- 5+ years of specifically selling to stock market investors
- Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
- Experience bringing in new investor business
- Experience in high-volume phone activity and in-person meetings
- Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
- Excellent written and verbal communication skills
- Ability to work both independently and as part of a team
- Meticulous attention to detail and accuracy
Nice to have:
- MBA
Benefits
- Unlimited upside on cash compensation! We anticipate this role to be a high earner with successful contributions.
- Benefits package - including Health, Dental, Vision, & Life Insurance
- Unlimited Vacation
- Company matched 401k
- Opportunity to work with a talented team of professionals
- Drive the success of a venture-backed, rapidly growing firm
