Wealth Management Associate

Nice to have:

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

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)

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.

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

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.