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Wealth Advisor at Farther

Setup
Remote, Hybrid
Type
Full-time
Posted

Description

Farther is seeking an experienced Wealth Advisor to manage and grow a book of business. The ideal candidate will have a proven track record in wealth management, including investments, retirement planning, estate planning, insurance, and tax strategy. Responsibilities include transitioning existing client relationships, prospecting for new clients, building long-term relationships, leveraging Farther's technology, and collaborating with team members. This role offers significant growth opportunities within a supportive fintech environment.

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