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Associate Vice President, Focus Team - Wealth Advisor

Farther

ExecutiveRemoteRemote

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About Farther

Farther combines expert advisors with technology for wealth management.

What you'd do

Connect with high-net-worth prospects
Conduct discovery sessions for clients
Present customized wealth solutions
Participate in leadership development

What they're looking for

2+ years in financial services sales
Current Series 65 designation
History of exceeding client targets
Proficient with CRM and financial software