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 HubSpot 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!