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!