Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
About 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.
What they're looking for
- 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
- Existing book of business with established client relationships
- Series 65 or 66 license (required)
- Track record of client retention and organic growth
More about this role
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.
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,...
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