Associate, Advisor Marketing

Reposted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Mid level
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
The Marketing Associate will engage with advisors to manage marketing projects, develop custom materials, and enhance marketing program effectiveness.
Summary Generated by Built In
Company Description

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 

Think client service meets marketing. We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding their goals, managing projects, and delivering solutions that help them grow their practice. The Marketing Associate will play a pivotal role in supporting both our overarching brand and large team of advisors. Join our team and be a key contributor in shaping the future of wealth management.

Your Impact 
  • Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
  • Project manage engagements to ensure details are accounted for and are completed on time and within budget 
  • Collaborate with advisors to develop custom marketing materials 
  • Develop compelling copy and identify relevant articles for digital channels and campaigns
  • Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance 
The Ideal Match 
  • Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)
  • Experience writing marketing content
  • Experience in measuring the effectiveness of marketing initiatives 
  • Excellent written and verbal communication skills
  • Ability to work both independently and as part of a team
  • Strong organization and time management skills
  • Meticulous attention to detail and accuracy
  • Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred 
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!

Skills Required

  • Minimum of 3 years as a marketing associate or relevant experience
  • Experience writing marketing content
  • Experience in measuring the effectiveness of marketing initiatives
  • Excellent written and verbal communication skills
  • Ability to work both independently and as part of a team
  • Strong organization and time management skills
  • Meticulous attention to detail and accuracy
  • Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: San Francisco, CA
530 Employees
Year Founded: 2019

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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