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Farther
San Antonio, TX, United States
Job Description Job Description 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 manag
Job Source: FartherHancock Whitney Corp.
San Antonio, TX, United States
Senior Investment Consultant page is loaded Senior Investment Consultant Apply locations Ridgewood Plaza - San Antonio, TX time type Full time posted on Posted 3 Days Ago job requisition id R012839 Thank you for your interest in our company! To apply, click on the button above. You will be required to create an
Job Source: Hancock Whitney Corp.Sendero Wealth Management
San Antonio, TX, United States
Professional development assistance Qualifications Candidates would have a proven background in finance, paired with an ability to communicate complex topics in a manner understood easily by most anyone Required: 7-10+ years portfolio management or investment-related experience Strong knowledge of portfolio performance and rebalancing systems St
Job Source: Sendero Wealth ManagementDataFielder Inc
San Antonio, TX, United States
We are currently seeking a highly skilled Senior Financial Analyst to join a dynamic team. The ideal candidate will play a crucial role in budgetary tracking and financial analysis for an esteemed global financial services organization. This position requires a detail-oriented professional with a strong background in financial services banking and
Job Source: DataFielder IncDatafielder
San Antonio, TX, United States
Senior Financial Analyst DataFielder Inc - San Antonio, TX Tagged: Financial Analyst We are currently seeking a highly skilled Senior Financial Analyst to join a dynamic team. The ideal candidate will play a crucial role in budgetary tracking and financial analysis for an esteemed global financial services organization. This position require
Job Source: DatafielderCreative Financial Staffing
San Antonio, TX, United States
Senior Financial Analyst - Remote in US (CST or EST) Why work for this company! Great leadership Great work life balance Growing company! Exciting time to join the company Competitive compensation package and benefits Fully remote, on CST or EST time zone Job Description: Reporting to VP of Finance this Finance rockstar will work along with
Job Source: Creative Financial StaffingBank of America
San Antonio, TX, United States
Business Solutions Advisor- Culebra Financial Center page is loaded Business Solutions Advisor- Culebra Financial Center Apply locations San Antonio time type Full time posted on Posted Yesterday job requisition id 24015870 Job Description: At Bank of America, we are guided by a common purpose to help make fina
Job Source: Bank of AmericaJudson Group
San Antonio, TX, United States
Judson Group has been retained by a fast growing, fee-only financial planning firm in San Antonio in the search for a Senior Wealth Advisor – CFP . This individual will be providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions. The ideal candidate will be a CFP and have experience handling client
Job Source: Judson GroupSan Antonio
Job Description Job Description 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.
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they're on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
Senior Financial Advisor jobs in San Antonio
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