Wealth Management Associate

Company Description

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 Finance Advisors is building the future of wealth management for high-net-worth families, executives, and entrepreneurs. We're looking for a sharp, motivated Associate to support three senior Managing Directors and their client service operations in delivering an exceptional client experience.

This is a high-impact support role that sits at the center of advisor operations. You'll handle meeting preparation, client follow-up, portfolio materials, financial planning coordination, and business development support. You'll work behind the scenes to ensure our advisors can focus on what they do best — serving clients — while you ensure every detail is executed flawlessly. This role is ideal for someone who thrives on operational excellence and seeks comprehensive exposure to wealth management operations.

Your Impact

• Support three senior Managing Directors by managing meeting preparation, follow-up, and operational tasks

• Prepare comprehensive client meeting materials, including agendas, financial plan updates (coordinating with internal planning team), portfolio reviews, and quarterly reports

• Execute post-meeting workflows by reviewing AI notes, managing task lists, and drafting client recap emails

• Respond to day-to-day client requests and complete first-pass plan adjustments under advisor guidance

• Coordinate with internal teams (Client Service Managers, financial planning, estate planning, investment strategy) to ensure seamless execution

• Support business development by analyzing prospects' portfolios, preparing proposals, and assisting with marketing event logistics

• Maintain accurate CRM records and documentation

• Identify and implement process improvements to enhance team efficiency

The Ideal Match

• 2–5 years of experience in financial services operations, client service, or administrative support roles

• Strong written and verbal communication skills with exceptional attention to detail

• Highly organized with the ability to manage multiple priorities and competing deadlines

• Familiarity with financial planning tools, CRMs, and custodial platforms (Charles Schwab/Fidelity preferred)

• Proficiency in PowerPoint and Excel

• Proactive, solutions-oriented mindset with genuine excitement to learn about wealth management operations

Bonus Points

• Interest in pursuing CFP® or CFA (we'll support your professional development)

• Experience supporting multiple executives or advisors in a fast-paced environment

• Prior exposure to high-net-worth client operations

• Background working with financial planning or portfolio management workflows

• Experience with Salesforce or similar CRM platforms

Why Join Us

• Competitive compensation package that rewards impact

• Gain comprehensive exposure to wealth management operations while working with top-tier advisors

• Ground-floor opportunity at a fast-scaling startup

• Clear growth path — many of our Associates advance to client-facing advisor roles or operational leadership

• Full health benefits + 401(k) matching & Roth IRA options

• Professional development support (including CFP® coursework if desired)

• Unlimited PTO

• Work with cutting-edge technology that transforms how wealth management gets done

Ready to disrupt wealth management? Let's talk!