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
This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.
Your Impact
- Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
- Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
- Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
- Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
- Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
- Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
- Handle the majority of client matters independently when the advisor is out of office
The Ideal Match
- 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
- Strong communication skills paired with calm, sound judgment under pressure
- Experience with custodial platforms, trading/rebalancing tools, and CRM systems
- Highly organized, with exceptional attention to detail and follow-through
- Comfortable operating with autonomy and trusted to make day-to-day judgment calls
- Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager
Bonus Points
- Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
- Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
- A genuine passion for building efficient, repeatable operational processes
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
- 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
- Strong communication skills paired with calm, sound judgment under pressure
- Experience with custodial platforms
- Experience with trading/rebalancing tools
- Experience with CRM systems
- Highly organized with exceptional attention to detail and follow-through
- Comfortable operating with autonomy and trusted to make day-to-day judgment calls
- Genuinely looking for a long-term role in this seat rather than a path to advising or people management
- Former CFP-track professional who prefers execution and client care over advising
- Hands-on experience with tools like 55ip, Ramp, or similar portfolio/trading/expense platforms
- Passion for building efficient, repeatable operational processes
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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