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
You'll be the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth.
This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams.
Your Impact
- Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor
- Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups
- Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions
- Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects
- Manage the practice behind the scenes: client events, budget, and COI relationships
The Ideal Match
- Active Series 65 (or equivalent) license
- Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients
- Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
- Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Bonus Points
- Familiarity with equity compensation and corporate benefits
- Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
- Client/prospect business development experience including events, gifting, sales calls, etc.
- Series 7 or 63, or CFP coursework
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
Ready to disrupt wealth management? Let's talk!
Skills Required
- Active Series 65 or equivalent license
- Several years of experience in wealth management, RIA operations, or advisor support
- Experience ideally serving high-net-worth clients
- Comfort with portfolio and CRM tools such as Black Diamond and HubSpot
- Sound judgment and strong attention to detail
- Warm, clear phone and written communication skills
- Familiarity with equity compensation and corporate benefits
- Financial planning knowledge covering investment strategy, tax optimization, retirement planning, and estate planning
- Client or prospect business development experience, including events, gifting, or sales calls
- Series 7 or Series 63 license
- CFP coursework
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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