About the role
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 You'll be the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth. This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams. Your Impact
Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects Manage the practice behind the scenes: client events, budget, and COI relationships
The Ideal Match
Active Series 65 (or equivalent) license Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients Comfortable with portfolio and CRM tools like Black Diamond and HubSpot Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Bonus Points
Familiarity with equity compensation and corporate benefits Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc. Client/prospect business development experience including events, gifting, sales calls, etc. Series 7 or 63, or CFP coursework
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!
About Farther Finance
Farther is a wealth management company that combines financial advisory services with a proprietary technology platform designed to support investment management, financial planning, and tax optimization. The company provides clients with a centralized system for viewing and managing financial accounts, documents, portfolios, and cash management activities in one place. Farther offers services that include portfolio management, retirement planning, estate planning, business planning, and access to private market investment opportunities through its advisory and asset management teams. Its platform is designed to help advisors automate administrative processes, improve operational efficiency, and deliver customized investment strategies supported by data and analytics. The company also works with high-net-worth individuals, families, entrepreneurs, and institutions by providing integrated financial planning and investment management services tailored to varying levels of financial complexity.
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Job details
Location
Remote
Funding
Total raised
$118M
Last stage
Series C
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.