The Role

As an AVP, Wealth Advisor on the Focus Team, you will be a producing advisor building your own book of business from the ground up, with a clear path to owning the practice you build.

The Focus Team exists to be the premier pathway to building your own thriving financial advisory practice. We provide the infrastructure, specialized knowledge, and market access that would take years to develop on your own—so you can focus on what matters: serving clients and growing your business.

You'll join a collaborative team with advisors at all levels—from those building their first book to senior advisors approaching partnership. Leadership is accessible, knowledge is shared freely, and everyone is invested in each other's success. We believe the sum is greater than its parts, and that belief shapes everything we do.

The Focus Team Difference

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:

• Unmatched Market Access: We conduct events inside major Fortune 500 companies nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it on day one.
• Specialized Knowledge Training: We don't just teach you how to sell. We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects recognize you as an insider. This is the edge that sets our advisors apart.
• Dedicated Support Infrastructure: Support from a dedicated team for service, marketing support, and tools—resources the team invests in that you'd never have access to on your own.
• Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Ideas flow freely across all levels, and senior advisors actively mentor those coming up behind them.

Your Impact

• Build Your Client Base: Leverage the Focus Team's established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can't—giving you direct access to qualified prospects in environments where trust is already established.
• Deliver Exceptional Advisory Services: Conduct comprehensive discovery sessions that uncover clients' true financial objectives. Present customized wealth management solutions using Farther's technology platform to deliver a client experience that traditional advisories simply can't match.
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn't generic sales training—it's the kind of insider knowledge that builds instant credibility.
• Grow With The Team: Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours.

The Ideal Match 

• 2+ years of proven success in financial services sales, with specific experience advising stock market investors
• Current Investment Adviser Representative designation, Series 65
• Demonstrated history of exceeding client acquisition targets
• Exceptional relationship-building abilities and consultative selling approach
• Comprehensive understanding of investment vehicles, strategies, and market dynamics
• Outstanding verbal and written communication skills with the ability to explain complex concepts clearly
• Advanced proficiency with modern CRM systems and financial planning software

Bonus Points

• MBA, CFP®, or other prestigious financial certifications
• Established and transferable book of business
• Proven track record working with high-net-worth individuals ($1M+ investable assets)
• Experience in fintech or digital-first wealth management environments
• Data-driven approach to prospecting and client relationship management

Why Join Us

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, 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: Competitive base salary plus uncapped commission structure,  plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations 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!

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand

The Role

E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.

Your Impact

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle — prep, attendance, notes, and all follow-up
• Build relationships deep enough that clients come to you first
• Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
• Maintain meticulous CRM records and workflows across Farther's platform and planning software
• Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
• Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

• CFP® certification with 10+ years of financial planning experience
• Direct client-facing experience — you've owned relationships, not just supported them
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user — not just open to it, actually doing it
• Exceptional follow-through — nothing slips
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand

The Role

You've built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.

With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you'll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you're looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.

We grow together. You keep your clients. Your success contributes to the team, and the team's resources accelerate what you do.

Your Impact

• Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.
• Transition existing client relationships onto Farther's platform, ensuring a seamless experience for clients throughout the onboarding process.
• Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.
• Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
• Leverage Farther's technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.
• Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.

The Ideal Match

• Minimum $10–15M AUM book of business with transferable client relationships.
• Series 65 or 66 license required.
• Demonstrated track record of proactive business development and consistent client prospecting.
• History of strong client retention and organic book growth.
• Breadth of experience across multiple client types and planning disciplines.
• Collaborative working style with a long-term orientation toward practice ownership.

Bonus Points

• CFP, CFA, ChFC, AIF, or other advanced designations
• Experience with nonprofits, 401(k)s, executive comp, or small business owners
• Background mentoring or developing junior advisors
• 30M+ AUM book looking for a more flexible, modern platform

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!

The Role

You've built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.

This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works.

We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth.

The Focus Team Difference

Joining the Focus Team isn't just joining Farther—it's joining a team within Farther that provides:

• Unmatched Market Access: We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.
• Specialized Knowledge Training: We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them.
• Dedicated Support Infrastructure: A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.
• Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else.

Your Impact

• Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.
• Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.
• Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.
• Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book.

The Ideal Match 

• Existing book of business with established client relationships
• Series 65 or 66 license (required)
• Track record of client retention and organic growth
• Desire to grow beyond your current capacity with team resources
• Collaborative mindset—willing to share knowledge and support teammates
• Entrepreneurial drive toward eventual practice ownership

Bonus Points

• CFP, CFA, ChFC, or other advanced certifications
• Experience with corporate retirement plans, executive comp, or small business owners
• Existing relationships at large corporations
• Experience mentoring or training a junior advisor

Why Join Us

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth, 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: Competitive base salary plus uncapped commission structure,  plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations 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!

The Role

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, next-generation education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction
• CFP Certification or additional credentials (CFA, CPA, JD, ChFC) 

Why Join Us 

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

The Role

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, next-generation education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction
• CFP Certification or additional credentials (CFA, CPA, JD, ChFC) 

Why Join Us 

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!