Summary description:
Join Farther's innovative wealth management team as an Associate Financial Advisor through the DOD SkillBridge program. This 12-week hands-on training opportunity provides transitioning service members with comprehensive experience in financial advisory, client acquisition, and wealth management. Work alongside expert advisors while learning to serve high-net-worth clients using cutting-edge fintech platforms. Gain real-world experience in portfolio management, retirement planning, tax strategies, and business development. Successful participants will be strongly considered for permanent employment as Associate or AVP Advisors at Farther.
Job description:
Associate Vice President, Wealth Advisor - Focus TeamFarther is a rapidly growing RIA combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management experiences. We're backed by top-tier venture capital firms and led by innovators from the private wealth industry.Your SkillBridge Experience:This 12-week internship provides hands-on training in:Client Acquisition & Development (Weeks 1-3, 7-8): Learn targeted outreach to high-net-worth prospects through digital and traditional channels. Master prospecting techniques including cold calling, LinkedIn/ZoomInfo utilization, and webinar coordination. Develop skills to build and manage client pipelines while crafting compelling presentations showcasing Farther's value proposition.Financial Advisory Services (Weeks 2-5, 9-10): Gain comprehensive knowledge of investment products (equities, bonds, ETFs, mutual funds, alternatives), retirement accounts (401k, Traditional/Roth IRA, brokerage), and tax-efficient strategies. Learn portfolio construction using BlackRock modeling tools, understand concentrated position risks, and master retirement planning including pension analysis, Social Security optimization, and withdrawal strategies.Technical Platform Mastery (Weeks 6, 9, 11): Become proficient in CRM systems (HubSpot), financial planning software (RightCapital), custodial platforms (Fidelity/Schwab), and alternative investment platforms (iCapital/CAIS). Learn to leverage technology to deliver superior client experiences.Business Development (Weeks 7-8, 12): Identify market opportunities, cultivate referral networks, and participate in client education events. Develop consultative selling approaches and learn to convert prospects into clients while contributing to team revenue targets.Your Impact:Conduct comprehensive client discovery sessions to uncover financial objectivesPresent customized wealth management solutions addressing specific client needsPartner with senior advisors on sophisticated investment strategiesBuild expertise in tax planning, estate planning, and alternative investmentsDevelop professional skills through structured mentorship and real client exposureQualifications:Active duty service member within 180 days of separationStrong communication and relationship-building abilitiesInterest in financial services and helping clients achieve financial goalsAnalytical mindset and attention to detailSelf-motivated with entrepreneurial driveBachelor's degree preferred but not requiredBonus Points:Business, finance, or economics backgroundSales or client-facing experience in military roleSeries 65 or willingness to pursue (we can support preparation)Existing interest in investment markets and financial planningWhat You'll Gain:480 hours of supervised wealth management trainingHands-on experience with high-net-worth client relationshipsComprehensive understanding of investment products and strategiesProficiency in industry-leading financial planning technologyProfessional network within the fintech and wealth management industryStrong candidacy for permanent Associate/AVP Advisor positionFoundation for Series 65 licensing and CFP® certification pathCompensation Upon Hire:Competitive base salary plus uncapped commission structureComprehensive benefits: health, dental, vision, life insuranceUnlimited PTO401(k) with company matchProfessional development supportRapid career advancement opportunities
Farther is committed to supporting military veterans and their transition to civilian careers. Our SkillBridge program offers:Flexible scheduling to accommodate terminal leave and transition requirementsDedicated mentorship from experienced wealth advisorsProfessional development in a fast-growing fintech startupExposure to entrepreneurial culture and innovationClear pathway to permanent employment for successful participantsOngoing career support and licensing assistanceInclusive, mission-driven team culture aligned with military values of service and excellenceWe value the leadership, discipline, and work ethic that veterans bring to our organization. Veterans currently comprise a significant portion of our advisor team and leadership.
Eligibility factors:
All Services
Must be active duty service member within 180 days of separation/retirementMust have command approval to participate in SkillBridgeMust be able to commit to 12-week program (flexible start dates available)Must pass background check and compliance screeningSeries 65 license required for permanent employment (can be obtained during or after SkillBridge - Farther provides study support)No prior financial services experience required - comprehensive training providedOpen to all service branches and ranksVeterans may participate if within 180 days of separation and approved through Career Skills Program
