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.
As a Trading Associate 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
- 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
- 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
- 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
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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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