ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Farther
Fort Worth
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: FartherAtria Wealth Solutions
Fort Worth
Job Description Job Description Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit Union is a not-for-profit community credit union with branches i
Job Source: Atria Wealth SolutionsSWMG, LLC
Fort Worth
Job Description Job Description SWMG Financial Advisor Level 1 (Servicing) Full-Time $75k + bonus Are you a veteran advisor with a track record for attracting and providing advice to high net worth clients ? Do you have a passion for financial planning and investing ? If yes, keep reading... Established financial planning and investment fir
Job Source: SWMG, LLCSouthside Bank
Fort Worth
Job Description Job Description Position Title : Financial Advisor Securities Exempt Status : Exempt, Full Time Reports to : SVP, Program Manager Location: University Center Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment 401(k) wit
Job Source: Southside BankSWMG, LLC
Fort Worth
Job Description Job Description SWMG Title: Financial Advisor Subtitle: Financial Advisor Level 2 (Lead Advisor) Job Details Time: Full Time Position with expected 40+ hours per week in the downtown Fort Worth office Salary and bonus - $75k plus production bonus Dress Code : Business Professional Hours : Monday-Thursday: 8am-5pm & Friday: 8am-4
Job Source: SWMG, LLCSWMG, LLC
Fort Worth
Job Description Job Description SWMG Title: Financial Advisor Subtitle: Financial Advisor Level 3 (Lead Generator) Job Details Time: Part for full time: Flexible and remote or in office Salary and bonus - Base amount plus compensation based on appointments scheduled. Target income $100-$250k plus bonus / 1099 Contractor Dress Code : Business Pr
Job Source: SWMG, LLCNews Business Insider
Fort Worth, TX, United States
Managing finances can be a daunting task, and seeking advice from a trusted financial advisor can make all the difference. Whether you’re an aspiring financial advisor or an individual seeking guidance on managing your finances, reading the best financial advisor books can provide valuable insights and knowledge. In this section, we will review som
Job Source: News Business InsiderNew York Life
Arlington
Job Description Job Description Job Description Entry level or new college graduate opportunities rarely give you a Financial Professional (Agent) opportunity that allows you to manage your own book of business. As a New York Life Insurance Company Financial Professional (Agent), you will not only manage your own book of clients, but provide cli
Job Source: New York LifeFort Worth, TX, United States
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
#J-18808-Ljbffr
Senior Financial Advisor jobs in Fort Worth, TX, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.