AVP, Wealth Advisor

Remote

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

Bonus Points CFP® or actively pursuing it Existing book of business (any size welcome) Experience with corporate executives, tech professionals, or retirees Background in financial planning software (eMoney, MoneyGuidePro, etc.) Austin-based or Austin-area connections

Why Join Us

Benefits: Comprehensive medical

benefits (health & dental, vision) & retirement

benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.

Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work. Location Flexibility: Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between. Ready to disrupt wealth management? Let's talk!

About Farther Finance

Farther is a wealth management company that combines financial advisory services with a proprietary technology platform designed to support investment management, financial planning, and tax optimization. The company provides clients with a centralized system for viewing and managing financial accounts, documents, portfolios, and cash management activities in one place. Farther offers services that include portfolio management, retirement planning, estate planning, business planning, and access to private market investment opportunities through its advisory and asset management teams. Its platform is designed to help advisors automate administrative processes, improve operational efficiency, and deliver customized investment strategies supported by data and analytics. The company also works with high-net-worth individuals, families, entrepreneurs, and institutions by providing integrated financial planning and investment management services tailored to varying levels of financial complexity.

Other roles at Farther Finance

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Job details

Location

Remote

Company

NameFarther Finance
IndustryBusiness/Productivity Software
Team Size4

Funding

Total raised

$118M

Last stage

Series C

Investors

CCapitalG
VViewpoint Ventures
Lightspeed Venture Partners
Bessemer Venture Partners
Khosla Ventures

Founders

Taylor Matthews

Taylor Matthews

Co-Founder & CEO

LinkedIn
BG

Brad Genser

Co-Founder & CTO

LinkedIn

What happens next.

No applications, no recruiter spam. Just the intro.

01

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

02

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

03

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.