About the role
Company 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.
The Role You've got the skills. Maybe you've got clients, too. Either way, you're ready for more — more support, better tools, and a real path to building something that's yours. This is an opportunity to grow alongside a senior advisor with over a decade of experience across retirement planning, tax-efficient investing, equity
compensation, estate coordination, and private markets. You'll get real mentorship, real responsibility, and a real runway. Whether you're coming in with a small book or building from scratch, you'll be set up to succeed. We provide the platform, the infrastructure, and the support so you can focus on clients. Your Impact Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity
compensation, real estate, and estate coordination Support senior advisor client relationships and take on increasing ownership over time Handle new client inquiries and leads — turning warm introductions into long-term relationships Prospect for new clients through referrals, community engagement, and professional networks Leverage Farther's technology and planning tools to deliver a high-quality, personalized client experience Contribute to team operations and support internal succession planning as the practice grows The Ideal Match Series 65 or 66 license required 2+ years of experience in financial planning or wealth management Strong foundation in financial planning concepts — retirement, investment management, tax basics Relationship-first mindset with genuine care for clients' long-term outcomes Comfortable working in a fast-moving, entrepreneurial environment Self-starter who can manage a pipeline and own follow-through
