Jobs at Farther

Own the advisor lead-generation pipeline by conducting high-volume outbound phone, email, and SMS campaigns, qualifying inbound prospects, managing follow-ups, meeting lead-generation targets, and maintaining accurate HubSpot records. Partner with sales leadership to refine messaging, identify conversion patterns, and improve outreach processes. Serve as the first point of contact for prospective wealth-management clients.

Manage the day-to-day operations and client relationships for a wealth advisor serving high-net-worth clients. Handle client requests, account reviews, trading and cash checks, asset transfers, RMDs, Roth conversions, meeting preparation, CRM documentation, follow-up coordination, referrals, client events, budgets, and centers-of-influence relationships. The role requires an active Series 65 license, wealth management experience, familiarity with portfolio and CRM tools, and strong judgment and communication skills.

Conduct high-volume outbound prospecting to financial advisors through phone, email, and LinkedIn. Qualify prospects, understand their practices and goals, develop early-stage opportunities, book meetings for sales directors, maintain accurate CRM records, and meet weekly activity and meeting targets. The role offers a path toward managing the full sales cycle.

Build relationships with experienced financial advisors and teams, source and qualify opportunities, book meetings, and develop a pipeline toward annual AUM goals. The role begins with outbound prospecting and deal development, then expands to owning the full recruiting cycle from discovery and platform demonstrations through signed agreements. Success requires exceeding sales quotas, navigating lengthy sales cycles, tailoring wealth-management solutions, and leveraging advisor networks. Travel to Dallas for priority prospect meetings may be required.

Execute monthly and quarterly billing cycles, including custodian uploads, fee analysis, adjustments, and discrepancy resolution. Support advisors and internal stakeholders by explaining billing matters and resolving complex client scenarios. Improve billing operations through process automation, documentation, and special projects. Coordinate with custodians and maintain accurate, efficient billing processes while meeting deadlines and supporting a high-quality client experience.

Provides operational and project coordination support for Advisor Experience Managers. Maintains advisor timelines, tasks, dependencies, dashboards, documentation, and readiness reports. Coordinates deliverables across Compliance, Billing, Operations, Marketing, and other departments; verifies compliance documentation; supports resource planning and workload balancing; and tracks milestones to ensure workflows meet service-level requirements.

Build, deploy, and operate production AI agents that automate workflows in a regulated wealth management environment. Responsibilities include designing scalable agent architectures, integrating internal data and third-party platforms, implementing monitoring and guardrails, leading user rollouts, training stakeholders, and iterating based on adoption and business impact.

Develop and maintain complex financial plans for affluent and high-net-worth clients, including cash flow projections, retirement scenarios, Monte Carlo analyses, tax strategies, and Social Security and Medicare planning. Support advisors with client meeting preparation, financial data analysis, documentation, and reporting. Improve planning processes and technology, maintain accurate client records, and collaborate with advisors to enhance the client experience.

Supports retirement plan advisors with ongoing 401(k) servicing, investment committee materials, plan changes, recordkeeper and TPA issue resolution, plan documentation, fee billing and reconciliation, prospect analysis, onboarding, and platform migrations. The role also develops scalable workflows, checklists, templates, and timelines while coordinating with sponsors, vendors, advisors, and recordkeepers.

Conduct high-volume outbound prospecting to financial advisors through phone, email, and LinkedIn. Build and manage a qualified pipeline, maintain accurate CRM records and forecasts, conduct discovery calls, and partner with senior teammates to move prospects toward signed agreements. The role requires meeting monthly activity and pipeline targets and offers uncapped commission potential in a fast-growing fintech environment.

Director-level individual contributor responsible for sourcing and recruiting experienced financial advisors and wealth management teams. Owns the full sales cycle, including outbound prospecting, discovery, platform demonstrations, transition planning, negotiations, and signed agreements. Builds tailored relationships, collaborates with transition and executive teams, and delivers annual assets-under-management targets through accurate forecasting. The role requires complex, multi-stakeholder sales experience, quota attainment, independent pipeline generation, and travel to Dallas for priority meetings.

Supports a financial advisor by managing calendars, inboxes, client communications, meeting preparation, onboarding, account paperwork, transfers, money movement, CRM records, and follow-up. Serves as the primary in-office contact for clients and prospects while coordinating with custodians and internal teams. The role is on-site in Destin, Florida, with potential progression into a licensed Relationship Manager position.

Partners with financial advisors to identify marketing needs, manage projects, develop customized marketing materials, write compelling copy, curate digital content, and measure campaign effectiveness. Supports the broader brand and advisor marketing programs while coordinating stakeholders, managing timelines and budgets, and improving marketing performance.

Provides client and advisor support throughout onboarding, account opening, transfers, and ongoing service requests. Coordinates with custodians, monitors accounts, resolves issues, manages communications, and maintains strong relationships with advisors, clients, and vendors. Partners with Product and Engineering teams to improve client experience processes and operational efficiency within a wealth management technology environment.

Build Farther’s conversational AI and generative UI experiences, including the frontend framework, validated interface renderer, agent-to-UI wire contracts, and developer APIs. Deliver production-ready assistant functionality, design for model uncertainty and failures, mentor engineers, document systems, and maintain quality through testing and code review.

Manage end-to-end client and advisor transitions, including account documentation, ACAT and non-ACAT transfers, asset movements, custodian coordination, pipeline tracking, issue resolution, reconciliations, and client communication. The role requires strong organization, attention to detail, financial product knowledge, and the ability to manage multiple transition workflows while ensuring accurate and timely execution.

Manages accounts payable, procure-to-pay activities, employee reimbursements, payroll analytics, reconciliations, and financial recordkeeping. Supports monthly, quarterly, and annual close processes, audit preparation, vendor agreement tracking, and expense management. The role also contributes to finance process improvements, system optimization, compliance, and stakeholder reporting.

As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.

Support a senior advisor and serve clients across retirement, tax strategy, equity compensation, real estate, and estate coordination. Manage new client inquiries, prospect for referrals, use Farther's planning tools, and contribute to team operations and succession planning while growing client ownership over time.

The AI-Native Data Platform Engineer will design data foundations for AI systems in wealth management, architecting data pipelines, models, and frameworks to enable autonomous financial agents.