VP, Servicing Wealth Advisor

VP, Servicing Wealth Advisor

We're seeking an experienced Advisor to be the advisor for a book of business we have acquired. This is a unique opportunity to step into an established client base and focus on delivering exceptional service and maintaining strong client relationships. You'll partner closely with our centralized RIA team to ensure seamless client service and continuity.

This role is perfect for a seasoned advisor who excels at client relationship management and who wants to focus on service excellence, rather than business development. You'll have the backing of Farther's modern intelligent wealth management platform while working with an established, high-quality client base.

Your Impact

• Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans
• Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals
• Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change
• Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices
• Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns
• Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes
• Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards

The Ideal Match

Bonus Points

Why Join Us

Ready to disrupt wealth management? Let's talk!