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
Farther's Finance team sits at the intersection of strategy and execution — turning data into decisions that shape how we grow. As our FP&A Manager, you'll own the financial planning engine: budgets, forecasts, models, and the stories that tie them together. You'll be a go-to partner for senior leadership, translating complex financials into clear, actionable insight and helping us make smarter bets as we scale.
Your Impact
- Lead the annual budgeting process and quarterly reforecasts, coordinating inputs across every function in the business
- Build and own monthly management reporting packages — variance analysis, clear narratives, drivers vs. plan
- Develop dynamic financial models for long-range planning, scenario analysis, and business case evaluations
- Partner directly with business leaders to provide financial guidance, challenge assumptions, and support data-driven decisions
- Track KPIs and operating metrics, surfacing risks and opportunities to leadership before they become problems
- Own and continuously improve our financial planning infrastructure — tools, templates, and processes
- Support board and investor reporting, including prep materials and ad hoc analysis
- Collaborate with Accounting on the close process so actuals flow cleanly into reporting and forecast models
The Ideal Match
- 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance all count)
- You can build a three-statement model and a complex operating model from scratch — no templates needed
- Advanced Excel skills; experience with financial planning tools like Adaptive, Anaplan, Pigment, or similar
- You know how to turn a mountain of data into an exec-ready output without losing the story
- Comfortable in a fast-moving, ambiguous environment where priorities shift and you adapt quickly
- Strong communicator — you can walk a non-finance audience through a complicated financial picture and make it land
Bonus Points
- Background at a high-growth startup or financial services company
- Hands-on experience with Datarails for financial planning and reporting
- Familiarity with NetSuite or a comparable ERP
- CPA, CFA, or MBA are appreciated but not a requirement
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!
Ready to disrupt wealth management? Let's talk!
Skills Required
- 5+ years in FP&A or a related finance role (investment banking, consulting, or corporate finance)
- Ability to build three-statement models and complex operating models from scratch
- Advanced Excel skills
- Experience with financial planning tools such as Adaptive, Anaplan, Pigment, or similar
- Strong written and verbal communication; able to present complex financials to non-finance audiences
- Comfortable working in a fast-moving, ambiguous startup environment
- Background at a high-growth startup or financial services company
- Hands-on experience with Datarails for financial planning and reporting
- Familiarity with NetSuite or a comparable ERP
- CPA, CFA, or MBA
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
.png)
