AVP, Wealth Advisor

The Role

You've got the skills. Maybe you've got clients, too. Either way, you're ready for more — more support, better tools, and a real path to building something that's yours. This is an opportunity to grow alongside a senior advisor with over a decade of experience across retirement planning, tax-efficient investing, equity compensation, estate coordination, and private markets. You'll get real mentorship, real responsibility, and a real runway.

• Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination
• Support senior advisor client relationships and take on increasing ownership over time
• Handle new client inquiries and leads — turning warm introductions into long-term relationships
• Possess Farther's technology and planning tools to deliver a high-quality, personalized client experience
• Contribute to team operations and support internal succession planning as the practice grows

The Ideal Match

• Series 65 or 66 license required
• 2+ years of experience in financial planning or wealth management
• Strong foundation in financial planning concepts — retirement, investment management, tax basics
• Relationship-first mindset with genuine care for clients' long-term outcomes
• Comfortable working in a fast-moving, entrepreneurial environment
• Self-starter who can manage a pipeline and own follow-through

Bonus Points

• CFP® or actively pursuing it
• Existing book of business (any size welcome)
• Experience with corporate executives, tech professionals, or retirees
• Background in financial planning software (eMoney, MoneyGuidePro, etc.)
• Austin-based or Austin-area connections