Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re 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
Our advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.
As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.
Your Impact
- Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
- Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
- Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
- Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
- Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
- Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all
The Ideal Match
- 2+ years of administrative, executive assistant, or coordination experience
- You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
- Clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
- Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
- Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work
Bonus Points
- Experience supporting a financial advisor, wealth management team, or similar client-services environment
- Familiarity with CRM tools and expense management platforms like Ramp
- You've worked in a role where no two days looked the same — and you loved it
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
Skills Required
- 2+ years of administrative, executive assistant, or coordination experience
- Proficiency with calendar and scheduling tools (Calendly, Google Calendar)
- Clear, professional written and verbal communication skills
- Proactive, highly organized, able to manage multiple priorities in a fast-paced environment
- Experience supporting financial advisors or wealth management teams
- Familiarity with CRM tools
- Experience with expense management platforms (Ramp)
Farther Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.
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Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
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Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
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Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.
Farther Insights
What We Do
Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.
Why Work With Us
We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.
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