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.
With $23 billion in assets under management, we've achieved significant growth through advisor recruitment and our recently expanded strategy of acquiring practices. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.
This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Your Impact- Lead end-to-end M&A processes, from target identification through deal execution and integration
- Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
- Develop compelling business cases for sellers while generating strong economics for the company
- Create comprehensive valuation models and committee memorandum and conduct thorough due diligence on potential acquisitions
- Structure and negotiate complex deal terms that align with Farther's strategic objectives
- Design and implement post-merger integration strategies to ensure successful transitions
- Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
- Build an industry network and cement Farther as the acquirer of choice
- 4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking
- MBA from a top-tier institution
- Strong understanding of finance principles and deal construction
- Proven track record in executing M&A transactions
- Excellence in relationship building and stakeholder management
- Strong financial modeling and valuation skills
- Demonstrated ability to communicate persuasively and discuss economics with potential sellers
- Resilient and results-oriented approach
- Previous experience in the wealth management industry or RIA aggregator
- Direct experience with succession planning for financial advisors
- Experience with post-merger integration
- Network within the top 20 RIA aggregators
- Additional relevant certifications (CFA, CFP, etc.)
- Industry experience (helpful but not required)
- 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
Skills Required
- 4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking
- MBA from a top-tier institution
- Strong understanding of finance principles and deal construction
- Proven track record in executing M&A transactions
- Excellence in relationship building and stakeholder management
- Strong financial modeling and valuation skills
- Demonstrated ability to communicate persuasively and discuss economics with potential sellers
- Resilient and results-oriented approach
- Previous experience in the wealth management industry or RIA aggregator
- Direct experience with succession planning for financial advisors
- Experience with post-merger integration
- Network within the top 20 RIA aggregators
- Additional relevant certifications (CFA, CFP, etc.)
- Industry experience (helpful but not required)
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
%20(1).png)
