Client Experience Associate, Advisor Dedicated

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology—delivering a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production. Backed by top-tier venture capital firms, fintech investors, and industry leaders, Farther offers a collaborative environment for entrepreneurs passionate about helping clients and teammates achieve more.

About the Role

This is a high-trust, high-autonomy role designed to be the right hand for one of our advisors. You’ll serve as the dedicated point of continuity for a thriving, boutique advisory practice—owning the full client service lifecycle (excluding client meetings) so the advisor can focus on planning and relationships. This role is built for someone who wants to excel in this position long-term, not as a stepping stone to advising or people management, and it is not a sales or prospecting role.

Responsibilities

• Serve as the primary point of contact for day-to-day client needs—monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment.
• Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required.
• Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution.
• Own meeting prep and follow-up—maintaining meeting planners as living documents and ensuring nothing falls through the cracks.
• Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on each client’s preferences.
• Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule.
• Handle the majority of client matters independently when the advisor is out of office.

Requirements

• 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice.
• Strong communication skills paired with calm, sound judgment under pressure.
• Experience with custodial platforms, trading/rebalancing tools, and CRM systems.
• Highly organized, with exceptional attention to detail and follow-through.
• Comfortable operating with autonomy and trusted to make day-to-day judgment calls.
• Genuinely looking for a long-term home in this seat—not a stepping stone toward becoming an advisor or a people manager.

Preferred Qualifications

• Former CFP-track professional who prefers owning execution and client care over prospecting or advising.
• Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms.
• A genuine passion for building efficient, repeatable operational processes.

Benefits

• Competitive compensation package that rewards impact.
• Full health benefits.
• 401(k) matching and Roth IRA options.
• Unlimited PTO.

Why Join Us

• 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.