[ finance ]
Avp, Wealth Advisor
Farther Finance- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Farther Finance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
AVP, Wealth Advisor at Farther Finance is a remote executive role focused on client relationship management and financial planning. The role involves serving existing and prospective clients across various financial planning disciplines, supporting senior advisors, and prospecting for new clients.
Skills and focus areas
- wealth management
- financial planning
- retirement planning
- tax-efficient investing
- equity compensation
- estate coordination
- private markets
- client relationship management
- prospecting
Summary written by Ramai from the original posting. Full details and requirements are on Farther Finance’s careers page.
[ More at Farther Finance ]
See all 37 open roles at Farther Finance →[ Similar roles at other startups ]
- Manager, Corporate FinanceImprint
- AccountantNeara
- Tax ManagerTwitch
- Manager, Financial SystemsAxonius
- Senior Financial Insights AnalystInstacart
- Fp&a AnalystClutch
[ Not quite right? ]
Tell the assistant what you’re after — stage, location, stack, visa sponsorship — and it searches every open role for you. A few questions are free, no account needed.