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.
Farther's Client Operations team is the engine behind every account opening, transfer, and money movement across our multi-custodial platform. As our volume scales, we're adding a Client Operations Associate to help our Core Ops function keep pace. You'll own the daily request queue and step in on high-impact projects like custodial mergers and historical performance migrations. If you like being the person who actually gets things done — not just the one who routes the ticket to someone else — this is your seat.
Your Impact- Own and triage the daily Core Ops request queue — access provisioning, rep code updates, and more — keeping turnaround fast for our advisors
- Provide hands-on support for high-impact projects like Historical Performance Migrations and Custodial Mergers
- Build real fluency across our custodial platforms (think Schwab, Fidelity, Pershing, and beyond)
- Partner closely with our technical specialists and CX team to spot process gaps and fix them
- Help build the redundancy and structure that lets Core Ops scale alongside the business
- 2+ years in operations at a custodian, RIA, or wealth management firm, with real end-to-end ownership of tasks like account opening and money movement — not just routing requests along
- Experience working across multiple custodians or departments
- Sharp attention to detail and comfort managing a high, growing volume of requests
- A fast learner who can pick up new systems and workflows quickly
- Experience at an independent RIA
- Exposure to custodial mergers, data migrations, or similar technical projects
- A service background that shows you sweat the details for the people you're helping
- 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
- 2+ years of operations experience at a custodian, registered investment advisor, or wealth management firm
- End-to-end experience with account opening and money movement tasks
- Experience working across multiple custodians or departments
- Sharp attention to detail
- Ability to manage a high and growing volume of requests
- Ability to learn new systems and workflows quickly
- Experience at an independent RIA
- Exposure to custodial mergers, data migrations, or similar technical projects
- Service background demonstrating attention to detail for clients or colleagues
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
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.
Gallery
