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
As a Trading Analyst at Farther, you'll be at the intersection of our wealth management and technology platforms, ensuring flawless execution of our clients' investment strategies. You'll work with our expert advisors and cutting-edge systems to optimize trade processing while maintaining the highest standards of accuracy and efficiency. This role is perfect for someone who combines strong market knowledge with exceptional attention to detail and a passion for process improvement.
Your Impact
- Drive excellence in trade execution by processing requests with precision and managing the complete trade lifecycle from order to settlement
- Develop and maintain robust reconciliation processes, ensuring accurate trade and position records across all platforms
- Lead investigations into trade discrepancies, collaborating with custodians and counterparties to resolve issues promptly
- Create and enhance operational controls to minimize risk and maximize efficiency in our trading operations
- Partner with financial advisors to provide expert trading support and market insights
- Contribute to the evolution of our trading systems by identifying opportunities for automation and improvement
- Build and maintain strong relationships with external partners, including custodians and trading platforms
The Ideal Match:
- Bachelor's degree in Finance, Economics, Business, or related field
- 2+ years of hands-on experience in trade operations or similar role within wealth management
- Deep understanding of financial markets, trading mechanics, and settlement processes
- Strong technical aptitude with experience using major trading platforms and financial software
- Exceptional problem-solving skills with a data-driven approach
- Detail-oriented mindset with strong organizational capabilities
- Excellent written and verbal communication skills
Bonus Points
- Series 7, 63, or other relevant FINRA licenses
- Experience with major custodial platforms (Schwab, Fidelity, etc.)
- Background in process automation or system implementation
- Knowledge of portfolio management systems
- Experience in a fast-paced fintech 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
Ready to disrupt wealth management? Let's talk!
What We Do
Farther is the first to offer both the guidance of an experienced advisor and an elegant, easy-to-use platform – for a truly comprehensive approach to managing significant wealth.
"We are building the future of our industry by marrying cutting-edge technology with human expertise and judgment, so they bring out the best in each other: dramatically improving the wealth management experience for both advisors and clients." - Farther Co-Founders, Brad Genser & Taylor Matthews
Why Work With Us
At Farther, we're reinventing wealth management by uniting cutting-edge technology with transparent financial advice. Our advisors are freed from product-pushing mandates to focus on what matters: building authentic client relationships. Join our team to work with industry veterans who share a vision of transforming finance through innovation and i
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