About this role
AVP, Wealth Advisor at Farther. Location: Austin or United States. Role: serving clients, prospecting clients, supporting advisor Requirements: Series 65 or 66 required, 2+ years in financial planning or wealth management, strong financial planning fundamentals, relationship-focused, self-starter able to manage a pipeline; CFP is a plus. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, MoneyGuidePro Certifications: series 65, series 66, cfp Commitment: Full Time Workplace: Remote Languages: English