drjobs Senior Advisor - Darwin Wealth Management

Senior Advisor - Darwin Wealth Management

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1 Vacancy
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Job Location drjobs

Tampa, FL - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Company Description

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

Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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

As a Financial Advisor on the Darwin team youll be central to our mission of delivering adaptive bespoke strategies for high-net-worth clients. This role blends entrepreneurial latitude with the backing of Farthers innovative platform and resources. Youll leverage Darwins private investment platform and proprietary methodology while utilizing Farthers cutting-edge technology to eliminate administrative dragallowing you to focus on high-impact conversations and results-driven execution.

The Darwin team operates under the Farther umbrella giving you access to a robust technology platform operational support and professional development opportunities while maintaining the personalized boutique experience clients expect. This position offers the perfect blend of autonomy and support for advisors who value clarity over complexity innovation over imitation and agility over convention.

Your Impact

  • Build authentic long-term relationships with high-net-worth clients leveraging Darwins alternative investment expertise as a key differentiator
  • Create personalized wealth strategies blending traditional investments with Darwin Private Solutions to meet clients unique financial goals
  • Use Farthers innovative technology platform to eliminate low-value tasks and enhance client service
  • Guide clients through market volatility with data-informed communication and strategic portfolio adjustments
  • Collaborate with internal specialists to solve complex planning tax and estate challenges
  • Participate in intimate client events and curated networking opportunities to expand your professional reach
  • Contribute to Darwins growth and evolution of client experience investment philosophy and strategic offerings

The Ideal Match

  • Series 65 or equivalent license with a clean U4
  • Proven experience in wealth management or financial advisory roles
  • Deep understanding of portfolio construction and alternative investment vehicles
  • Exceptional communication skills with a passion for simplifying complexity
  • Technologically literate and adaptable to new systems
  • Relentlessly client-focused with a commitment to putting clients first

Bonus Points

  • CFP CFA CAIA or other recognized credentials
  • Established client relationships or book of business
  • Experience serving high-net-worth individuals and families
  • Background in specialized investment areas structured products or custom portfolio design
  • Fintech or technology-forward experience

Why Join Us

At Darwin we dont just evolve with the timeswe define the curve. Here youll be part of a team that honors tradition but is unafraid to rethink the rules. Youll be surrounded by driven professionals who believe the best results come from tailored strategy shared ambition and detail-obsessed execution. If youre ready to deliver more than performanceif you believe wealth is a tool for freedom and fulfillmentDarwin is where your next chapter begins.

Start with tradition. Stop at nothing. Join the evolution at Darwin Wealth Management.


Required Experience:

Senior IC

Employment Type

Advisor

Company Industry

About Company

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