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 person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.
Your Impact
- Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
- Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
- Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
- Coordinate client onboarding, account transitions, and service requests in partnership with operations
- Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
- Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet
The Ideal Match
- 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through, clients never have to chase you twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
- Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- CRM proficiency (Salesforce, Redtail, or similar)
- Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
- Familiarity with modern wealth tech platforms
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!
Ready to disrupt wealth management? Let's talk!
Skills Required
- 2-5 years in a client-facing support or relationship role at a wealth management or financial services firm
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through and ability to ensure clients do not have to chase twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and ability to juggle competing priorities
- Series 65 or equivalent
- CFP coursework
- CRM proficiency (Salesforce, Redtail, or similar)
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- Familiarity with modern wealth tech platforms
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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