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.

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

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.

Your Impact

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 making sure nothing falls through the cracks

Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers

Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule