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.
Finance runs on good data, and we need a Business Intelligence Associate to help keep ours clean, current, and useful. You'll work directly with our Revenue Operations Manager and alongside the Finance team to run our monthly reporting, dig into the numbers behind it, and get a little sharper every cycle. Expect real coaching, hands-on projects, and a clear path toward data analyst or data science work in finance and AI. If you're excited about finance and want to learn fast, this is a great place to build.
Your Impact- Run our monthly financial and operational reports using established frameworks, and keep them accurate and on time
- Pull data from databases, spreadsheets, and APIs with SQL and Python to spot trends and answer questions
- Check data quality so everyone can trust what they see
- Use AI tools to speed up analysis and automate repeat work
- Support ad hoc requests from Finance, Revenue Operations, and partner teams like HubSpot, and explain what you find in plain English
- A real interest in finance or wealth management, and a clear reason you want to build a career in it
- Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field, plus at least one relevant internship
- Intermediate Python and SQL, and comfort reading code and working with AI to write and debug it
- Sharp attention to detail and strong integrity with numbers
- Coachable, motivated, and quick to learn: you take feedback and turn it into better work
- Early-career experience in finance, fintech, consulting, or analytics
- Exposure to AWS or another cloud platform
- Background in wealth management or financial services
- Hands-on coaching from a manager who invests in your growth
- Your scope grows as fast as you do — we'd rather stretch you than box you in
- A flat team where anyone can talk to anyone and good ideas win regardless of title
- Competitive pay that tracks your impact
- Full health, dental, and vision from day one, plus 401(k) matching and Roth IRA options
- Unlimited PTO
- Recognized as one of Inc. Magazine's Best Workplaces two years running
Ready to build the next era of wealth management? Let's talk!
Skills Required
- Bachelor's degree in Finance, Business, Analytics, Statistics, or another quantitative field
- At least one relevant internship
- Intermediate Python skills
- Intermediate SQL skills
- Ability to read code and use AI tools to write and debug code
- Interest in finance or wealth management
- Strong attention to detail and integrity with numbers
- Early-career experience in finance, fintech, consulting, or analytics
- Exposure to AWS or another cloud platform
- Background in wealth management or financial services
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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