Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow
Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo
Transition & Grow Your Book
Access New Markets
Leverage Specialized Knowledge
Contribute to Team Growth

Existing book of business with established client relationships
Series 65 or 66 license (required)
Track record of client retention and organic growth
Desire to grow beyond your current capacity with team resources
Collaborative mindset—willing to share knowledge and support teammates
Entrepreneurial drive toward eventual practice ownership
Bonus Points: CFP, CFA, ChFC, or other advanced certifications
Experience with corporate retirement plans, executive comp, or small business owners
Existing relationships at large corporations
Experience mentoring or training a junior advisor

Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth
Unlimited PTO
Growth opportunities at a fast-scaling fintech
Veteran industry experts to learn from
Streamline your client transition with personalized planning, communication support, and full operational assistance

Financial Wealth Advisor, Focus Team

Key skills