AVP, Wealth Advisor

Location: Remote

Department: Wealth Management

The Role

Youve got the skills. Maybe youve got clients, too. Either way, youre ready for more — more support, better tools, and a real path to building something thats yours. This is an opportunity to grow alongside a senior advisor with over a decade of experience across retirement planning, tax-efficient investing, equity compensation, estate coordination, and private markets. Youll get real mentorship, real responsibility, and a real runway.

Whether youre coming in with a small book or building from scratch, youll be set up to succeed. We provide the platform, the infrastructure, and the support so you can focus on clients.

Your Impact

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
• Support senior advisor client relationships and take on increasing ownership over time
• Handle new client inquiries and leads — turning warm introductions into long-term relationships
• Prospect for new clients through referrals, community engagement, and professional networks
• Leverage Farthers technology and planning tools to deliver a high-quality, personalized client experience
• Contribute to team operations and support internal succession planning as the practice grows

The Ideal Match

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts — retirement, investment management, tax basics
• Relationship-first mindset with genuine care for clients long-term outcomes
• Comfortable working in a fast-moving, entrepreneurial environment
• Self-starter who can manage a pipeline and own follow-through

Bonus Points

• CFP® or actively pursuing it
• Existing book of business (any size welcome)
• Experience with corporate executives, tech professionals, or retirees
• Background in financial planning software (eMoney, MoneyGuidePro, etc.)
• Austin-based or Austin-area connections

Why Join Us

• Benefits: Comprehensive medical benefits (health & dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from
• Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.
• Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.
• Location Flexibility: Work where you work best. Were built for both remote and hybrid collaboration across major hubs and anywhere in between.

Ready to disrupt wealth management? Lets talk!