New

VP, Wealth Advisor - Farther Legacy

Hybrid - Nashville, TN

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role 

We're seeking an experienced Advisor to be the advisor for a book of business we have acquired. This is a unique opportunity to step into an established client base and focus on delivering exceptional service and maintaining strong client relationships. You'll partner closely with our centralized RIA team to ensure seamless client service and continuity.

This role is perfect for a seasoned advisor who excels at client relationship management and who wants to focus on service excellence, rather than business development. You'll have the backing of Farther's modern intelligent  wealth management platform while working with an established, high-quality client base.

Your Impact 

  • Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans
  • Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals
  • Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change
  • Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices
  • Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns
  • Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes
  • Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards

The Ideal Match 

  • CFP Certification Required - Active CFP designation with commitment to ongoing professional development
  • Service-oriented experience with 5+ years in wealth management demonstrating exceptional client service, relationship maintenance, and client retention
  • Strong understanding of investments, retirement planning, tax strategies, estate planning, and risk management
  • Ability to assess financial situations, analyze market trends, and develop sound financial plan adjustments
  • Exceptional ability to clearly explain complex financial information and strategies to clients of varying sophistication levels
  • Experience regularly reviewing client accounts, monitoring market performance, and making strategic recommendations
  • Based in or willing to relocate to Nashville, TN or Little Rock, AR area for in-person client meetings
  • Series 65 or equivalent registration with clean U4
  • Experience working effectively with support staff and other advisors in a team-based service model
  • Demonstrated commitment to fiduciary duty and acting in clients' best interests

Bonus Points 

  • Experience managing servicing responsibilities for books of business valued at $100M+ AUM
  • Background working specifically with high-net-worth or ultra-high-net-worth clientele in an advisory capacity
  • Additional certifications (CFA, ChFC, CLU)
  • Experience with technology-forward wealth management platforms and portfolio management systems
  • Previous experience in team-based advisory service models
  • Track record of high client retention rates and satisfaction scores

Why Join Us

  • Transitions Made Simple: We'll provide comprehensive onboarding and client introduction support, working closely with the outgoing advisor to ensure seamless client transitions and relationship continuity.
  • Compensation: Competitive base salary based on experience, plus revenue sharing of 1-5% based on seniority and performance. This structure provides stability while rewarding excellence in client service.
  • 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.
  • Location Flexibility: While this role requires presence in Nashville or Little Rock markets for client relationships, we offer flexible work arrangements and hybrid collaboration options.
  • Technology & Support: Access to cutting-edge wealth management technology that eliminates administrative burden and enhances client experience, allowing you to focus on high-value advisory work.

Ready to disrupt wealth management? Let's talk!

Create a Job Alert

Interested in building your career at Farther? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.