Advisor Experience Associate

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.

As an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.

This role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences—ensuring nothing falls through the cracks as we scale.

Provide comprehensive operational and project management support to Advisor Experience Managers

Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows

Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery

Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness

Document and track all task-level progress through Farther's internal portal

Support technology setup and reporting documentation for Farther executives

Assist with resource planning and workload balancing across Advisor Experience Managers

Maintain task dashboards and status tracking in near real-time

Prepare Pre-Day-One Operations Checklist completion reports

Generate weekly advisor readiness status and issue-tracking summaries

Ensure 98% of project tasks are completed within SLA with zero missed critical milestones

2 years of experience in operations, project coordination, or client services (financial services experience preferred)

Exceptional organizational skills and meticulous attention to detail

Strong project management capabilities with ability to track multiple workflows simultaneously

Experience coordinating across multiple departments and stakeholders

Proficiency with project management tools, CRM systems, and task management platforms

Excellent written and verbal communication skills

Self-starter who takes ownership of responsibilities and follows through consistently

Ability to work efficiently in a fast-paced environment with competing priorities

Comfortable with technology and quick to learn new systems

Previous experience in financial services operations or client services

Familiarity with compliance documentation and regulatory requirements

Experience with project management tools, CRM systems, and task management platforms

Background working in high-growth startups or fintech companies

Knowledge of wealth management operations

Process improvement mindset with track record of increasing operational efficiency

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

Unlimited PTO