Farther
VP/SVP, RIA Sales
Dallas, TX | $117K - $226K
Qualifications
- 5+ years of specifically selling to stock market investors
- Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
- Experience bringing in new investor business
- Experience in high-volume phone activity and in-person meetings
- Record of six-figure earnings in each of the past 3 years (pay for production compensation model)
- Excellent written and verbal communication skills
- Ability to work both independently and as part of a team
- Meticulous attention to detail and accuracy
- MBA
Responsibilities
- You will be a foundational member of our RIA Sales team and you will report to our Head of Advisor growth who will make sure you have all the resources & marketing you need for the sales process
- Initial responsibilities include calling high-net-worth prospects who have requested Farther’s information, meeting with prospects to evaluate their personal situation and provide solutions, educating prospective clients on Farther’s services, helping qualified consumers become Farther’s clients
Benefits
- You will be paid a competitive base salary as you step down into full commission for new business closed
- Unlimited upside on cash compensation!
- We anticipate this role to be a high earner with successful contributions
- Benefits package - including Health, Dental, Vision, & Life Insurance
- Unlimited Vacation
- Company matched 401k
- Opportunity to work with a talented team of professionals
- 51-200 employees
- Transportation, Manufacturing, Construction, Technology, Travel, Retail & Wholesale Trade, Health Care & Social Assistance, E-commerce, Professional, Scientific & Technical Services, Online Marketplace
- Privately Held
- Founded: 2019
- Last round: Series A
- Last round: US$ 15.0M
- New York, NY
- Company Specialties:
Finance, Investments, Cash Management, Personal Finance, Wealth Management, and Financial Planning
Company information
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. For details on our disclosures, please reference the document linked on our website footer (farther.com).
