Teams at Farther

Support a senior advisor and serve clients across retirement, tax strategy, equity compensation, real estate, and estate coordination. Manage new client inquiries, prospect for referrals, use Farther's planning tools, and contribute to team operations and succession planning while growing client ownership over time.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.