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.
This position is a full-time on-site position in our Lake Oswego office.
The Role
We’re looking for a Client Experience Associate to join the WealthFactor team at Farther. WealthFactor prides themselves on providing personalized, holistic wealth management that optimizes for risk, fees, and taxes. They are a fee-only fiduciary firm that puts their clients first, offering expert advice to help them steward their wealth well. WealthFactor believes in delivering top-tier expertise in the most personalized way. Join them, and be part of a team that is efficient, realistic, and adept at optimizing wealth for our clients.
The ideal candidate should have at least 5 years of hands-on custodial experience using Schwab and Black Diamond. Familiarity with Right Capital is a plus. We value team members who are servant-hearted, detail-oriented, and thrive in an asynchronous collaborative environment.
Your Impact
- Documentation and Compliance: Prepare and maintain accurate and up-to-date client files, facilitate the completion of forms and electronic processes with clients and our custodians.
- Black Diamond Portfolio Accounting and Reporting: Support the maintenance of our systems, data and reports.
- Financial Planning Support: Collaborate with our team of experts and planners. Keeping good organized records for our prospects and clients.
- Client Interaction: Participate in client communications, focusing on understanding the client, their situation and the actionable items that come out of those interactions. Launch and monitor the task actions needed to execute client actions.
- Meeting Support: Organize and prepare responses for client inquiries and provide support during meetings
- Compliance: Ensure compliance with regulatory requirements and internal policies
The Ideal Match
- 5+ years working for a fee-only independent RIA
- 5+ years working with Schwab and/or Fidelity
- 5+ years experience with Black Diamond
- Proficiency with G-Suite is required
- Bachelor's degree in Finance, Business, or related field: Preferred
- Certified Financial Planner (CFP) Certification: a plus
- Exceptional attention to detail.
- Task Management: Strong ability to manage and track diverse tasks, involving multiple stakeholders, through to completion.
- Strong electronic and verbal communication skills.
- Team Player: Collaborative mindset with the ability to work effectively within a team environment.
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 options
- Unlimited PTO
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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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