Jobs at Farther

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.

Architects and delivers production conversational AI systems using LLMs, RAG pipelines, and agentic workflows. Owns features from requirements through deployment, while ensuring testing, observability, reliability, redundancy, and authorization safeguards for sensitive financial data. Collaborates with product, data engineering, and business stakeholders to solve complex problems and improve client and advisor interactions.

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.

As a Senior Regional Compliance Associate, you'll ensure compliance for financial advisors, conduct audits, support regulatory examinations, and provide training on compliance-related matters.

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 Senior Mobile Engineer, you'll create mobile features for wealth management using React Native and TypeScript, mentoring others and driving project ownership.

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.

Own advisor marketing strategy and build scalable programs and playbooks. Set editorial/content strategy, plan flagship events, measure campaign performance, manage agencies and marketing tech (HubSpot, Webflow), mentor junior team members, and partner cross-functionally with Sales, Compliance, and Design.

Research, backtest, and implement options-based investment overlays across equity and fixed-income strategies. Build Python research code, data pipelines, analytics, and systematic strategy specifications; monitor portfolio Greeks, exposures, risk, P&L, and performance across SMA accounts. Partner with portfolio managers, product managers, and engineers to scale strategy engines, trade generation, risk dashboards, and monitoring workflows.

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.

As a Senior Client Experience Associate, you will manage relationships with clients and advisors, support onboarding and financial operations, and enhance client experience by collaborating with product and engineering teams.

Manage and grow a book of business by delivering tailored wealth management services, transitioning clients to Farther's platform, and prospecting for new clients through various channels.

Act as a dedicated right-hand to an advisor, owning the client service lifecycle: client communications, money movements, custodian alerts resolution, meeting preparation and follow-up, paperwork coordination across platforms, and deadline-driven tasks while handling most client matters independently.

Serve as primary client-facing liaison for a high-net-worth advisory practice: manage day-to-day relationships, maintain CRM, coordinate onboarding and service requests, prepare advisor meeting materials, escalate issues, and proactively flag opportunities to deepen client relationships.

The Associate Vice President, Wealth Advisor will grow the client base, provide financial advisory services, and engage in business development strategies while collaborating with senior advisors and leveraging technology.

The Staff Product Designer will shape user experiences for investment products, drive design across multiple phases, and collaborate closely with Product and Engineering teams.