Wealth Advisor — Grow Your Book (Remote)

Farther; Dallas (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive medical benefits

401(k) matching benefits

Unlimited PTO

Growth opportunities

Job summary

A financial advisory firm in Dallas is looking for experienced financial advisors to manage and grow a substantial book of business. The role involves delivering comprehensive wealth management services, transitioning client relationships, and proactively developing new client opportunities. Ideal candidates should have a proven track record in client retention, a minimum AUM, and a collaborative approach. This firm offers a supportive team environment, flexibility, and competitive compensation, making it an exciting opportunity for motivated advisors.

Qualifications

• Minimum $10–15M AUM book of business with transferable client relationships.
• Series 65 or 66 license required.
• Demonstrated track record of proactive business development and consistent client prospecting.

Responsibilities

• Manage and grow a book of business by delivering comprehensive wealth management services.
• Transition existing client relationships onto Farther's platform.
• Prospect for new clients through referrals and professional networks.

Skills

Business development

Client retention

Financial planning

Collaboration

Prospecting

Job description

A financial advisory firm in Dallas is looking for experienced financial advisors to manage and grow a substantial book of business. The role involves delivering comprehensive wealth management services, transitioning client relationships, and proactively developing new client opportunities. Ideal candidates should have a proven track record in client retention, a minimum AUM, and a collaborative approach. This firm offers a supportive team environment, flexibility, and competitive compensation, making it an exciting opportunity for motivated advisors.