{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4726992005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4450965005,"location":{"name":"Hybrid - Irving, TX"},"metadata":null,"id":4726992005,"updated_at":"2026-08-24T14:35:47-04:00","requisition_id":"289","title":"Accounting Associate","company_name":"Farther","first_published":"2026-08-24T14:35:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a key member of our growing Finance team, the Accounting Associate will manage our accounts payable and also participate in month-end close. With a focus on processing vendor invoices and employee reimbursements in Ramp, our AP system, as well as taking part in closing our books, this role ensures seamless payable operations while contributing to process improvements and system optimizations. You\u0026#39;ll combine sound financial judgment with hands-on execution, focusing on streamlining vendor relationships and optimizing expense management. You\u0026#39;ll play a crucial role in scaling our financial operations while maintaining the highest standards of accuracy and compliance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage the procure-to-pay process in Ramp, including new purchase requests, documenting vendor agreements, and scheduling agreement renewal notifications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support employee reimbursement programs and expense management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain payroll analytics and reporting for key stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in monthly, quarterly, and annual close processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare bank, credit card, and account reconciliations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain organized records of financial documents and provide audit support\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Accounting, Finance, Business Administration, or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;4+ years of progressive experience in payables management and month-end close\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Ramp or similar AP/expense management platforms preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to contribute to process improvements and support system optimization initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding analytical capabilities with a data-driven approach to problem-solving\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional stakeholder management skills with the ability to communicate complex financial concepts clearly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience scaling payables operations in high-growth fintech environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep knowledge of RIA compensation models and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with SOX compliance and internal controls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or experience working for one of the “Big 4” firms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4040730005,"name":"Finance","child_ids":[],"parent_id":null}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4620039005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4399931005,"location":{"name":"Hybrid - Dallas, TX"},"metadata":null,"id":4620039005,"updated_at":"2026-10-01T12:37:30-04:00","requisition_id":"184","title":"Advisor Marketing Associate","company_name":"Farther","first_published":"2025-10-16T10:13:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Think client service meets marketing. We\u0026#39;re looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You\u0026#39;ll work directly with our advisors as their marketing partner - understanding their goals, managing projects, and delivering solutions that help them grow their practice. The Advisor Marketing Associate will play a pivotal role in supporting both our overarching brand and large team of advisors. Join our team and be a key contributor in shaping the future of wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Project manage engagements to ensure details are accounted for and are completed on time and within budget\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with advisors to develop custom marketing materials\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop compelling copy and identify relevant articles for digital channels and campaigns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience writing marketing content\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in measuring the effectiveness of marketing initiatives\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work both independently and as part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong organization and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meticulous attention to detail and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/h4\u0026gt;","departments":[{"id":4041841005,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4719044005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4446949005,"location":{"name":"Hybrid - Irving, TX"},"metadata":null,"id":4719044005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"281","title":"Advisor Marketing Manager","company_name":"Farther","first_published":"2026-07-28T11:40:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Farther\u0026#39;s advisors are growing fast, and marketing is one of the biggest levers we have to help them grow faster. As an Advisor Marketing Manager, you\u0026#39;ll take ownership of the strategy behind how our advisors build their brands and their books — moving beyond executing requests to setting the direction for how we market at scale.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a senior individual-contributor role today with a clear path to building and leading a team as we grow. You\u0026#39;ll partner directly with advisors and leadership, shape our playbooks, and raise the bar for what \u0026quot;good\u0026quot; marketing looks like across the firm.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the advisor marketing strategy, partnering directly with advisors to sharpen their personal brand and business development efforts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build repeatable marketing programs and playbooks (social calendars, campaign templates, event frameworks) that scale across a growing advisor base\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set the editorial and content strategy across digital channels, ensuring every piece of copy sounds like Farther and lands with our audience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead planning and execution of flagship events, from strategy through logistics through follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on the effectiveness of marketing initiatives, using data to double down on what works\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage relationships with agency and freelance partners, plus our marketing tech stack (HubSpot, Webflow, and beyond)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and guide junior marketing team members today, with the opportunity to formally build and lead a team as the function scales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner cross-functionally with Sales, Compliance, and Design to bring integrated campaigns to life\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5-7+ years of marketing experience, ideally including time in financial services, wealth management, or a marketing agency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of building marketing programs from scratch, not just executing against an existing playbook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring or informally leading others, with genuine interest in growing into a people manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sharp copywriter who can turn complex financial concepts into clear, compelling content\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable measuring and reporting on marketing performance and using it to inform strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management skills; you can juggle multiple advisor stakeholders and priorities without dropping the ball\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills, with an eye for design and a meticulous attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Slack, Google Workspace, Word, Excel, CRMs, and PowerPoint required; HubSpot and Webflow experience strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Direct experience marketing to financial advisors or within the RIA / wealth management space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with compliance considerations that come with marketing in a regulated industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior formal people management experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4041841005,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4684572005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430267005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4684572005,"updated_at":"2026-09-28T19:16:41-04:00","requisition_id":"254","title":"AI-Native Data Platform Engineer","company_name":"Farther","first_published":"2026-04-14T13:39:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an AI-Native Data Platform Engineer at Farther, you will design and own the canonical data foundations powering our financial AI systems. This role sits at the core of our platform — building the ontology, data contracts, and reconciliation frameworks that enable intelligent agents to operate safely and autonomously.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;AI systems only perform as well as the structure beneath them. You will architect custodial data pipelines, canonical financial models, and AI-ready schemas that support embeddings, retrieval systems, and agent-driven workflows in a regulated wealth management environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are building autonomous agents that reason over and act on platform state — and you will define the data layer that makes that possible.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design scalable ingestion pipelines across custodians (Schwab, Fidelity, Pershing, etc.) and internal financial systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and evolve canonical models for accounts, positions, transactions, balances, corporate actions, and household hierarchies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define financial data ontology and enforce strong data contracts across services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement reconciliation frameworks and golden-source resolution across multi-vendor datasets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineer AI-ready data layers optimized for embeddings, vector search, and RAG architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Structure financial datasets to improve prompt reliability and LLM output consistency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect closed-loop, agent-driven systems that monitor, reason over, and autonomously remediate data inconsistencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement observability, lineage, governance, and fine-grained access controls across regulated datasets\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years building production-grade data platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep SQL expertise and strong Python for data engineering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing canonical schemas and resolving vendor data inconsistencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of custodial financial data (positions, trades, balances, performance, corporate actions)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with embeddings, vector databases, and retrieval architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to prompt engineering and structured context design for LLM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of MLOps fundamentals (versioning, monitoring, reproducibility)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable with AWS data services (S3, Lambda, ECS, Glue, Redshift, OpenSearch) and event-driven orchestration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong ownership mindset and systems-level thinking\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Wealth management or capital markets background\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience integrating OpenAI or Anthropic APIs into production systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing retrieval schemas for AI agents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with authorization and policy platforms (e.g., OSO, Auth0)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing fine-grained access control for AI-driven systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with GitHub-based CI/CD workflows and automation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with data governance, lineage, and compliance controls\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn \u0026amp;amp; grow through book clubs, seminars, and peer learning sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4494331005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4334737005,"location":{"name":"Remote"},"metadata":null,"id":4494331005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"70","title":"Associate Vice President, Focus Team - Wealth Advisor ","company_name":"Farther","first_published":"2025-03-06T10:59:45-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As an AVP, Wealth Advisor on the Focus Team, you will be a producing advisor building your own book of business from the ground up, with a clear path to owning the practice you build.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Focus Team exists to be the premier pathway to building your own thriving financial advisory practice. We provide the infrastructure, specialized knowledge, and market access that would take years to develop on your own—so you can focus on what matters: serving clients and growing your business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll join a collaborative team with advisors at all levels—from those building their first book to senior advisors approaching partnership. Leadership is accessible, knowledge is shared freely, and everyone is invested in each other\u0026#39;s success. We believe the sum is greater than its parts, and that belief shapes everything we do.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Focus Team Difference\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Joining the Focus Team isn\u0026#39;t just joining Farther—it\u0026#39;s joining a team within Farther that provides:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;U\u0026lt;strong\u0026gt;nmatched Market Access: \u0026lt;/strong\u0026gt;We conduct events inside major Fortune 500 companies nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it on day one.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Specialized Knowledge Training: \u0026lt;/strong\u0026gt;We don\u0026#39;t just teach you how to sell. We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects recognize you as an insider. This is the edge that sets our advisors apart.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Dedicated Support Infrastructure: \u0026lt;/strong\u0026gt;Support from a dedicated team for service, marketing support, and tools—resources the team invests in that you\u0026#39;d never have access to on your own.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accessible, Collaborative Culture:\u0026lt;/strong\u0026gt; Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Ideas flow freely across all levels, and senior advisors actively mentor those coming up behind them.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Build Your Client Base: \u0026lt;/strong\u0026gt;Leverage the Focus Team\u0026#39;s established market access and coordinated events to connect with high-net-worth prospects. We run events inside major corporations—going where most advisors can\u0026#39;t—giving you direct access to qualified prospects in environments where trust is already established.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Deliver Exceptional Advisory Services: \u0026lt;/strong\u0026gt;Conduct comprehensive discovery sessions that uncover clients\u0026#39; true financial objectives. Present customized wealth management solutions using Farther\u0026#39;s technology platform to deliver a client experience that traditional advisories simply can\u0026#39;t match.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leverage Specialized Knowledge: \u0026lt;/strong\u0026gt;Tap into deep institutional knowledge of our target markets. We train advisors on internal company terminology, benefits programs, and culture so thoroughly that prospects often assume you work alongside them. This isn\u0026#39;t generic sales training—it\u0026#39;s the kind of insider knowledge that builds instant credibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Grow With The Team: \u0026lt;/strong\u0026gt;Participate in the Leadership Development Program as you progress, mentor future advisors, and contribute to expanding into new markets. Your success creates opportunities for others, and their success amplifies yours.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years of proven success in financial services sales, with specific experience advising stock market investors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Current Investment Adviser Representative designation, Series 65\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated history of exceeding client acquisition targets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional relationship-building abilities and consultative selling approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of investment vehicles, strategies, and market dynamics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding verbal and written communication skills with the ability to explain complex concepts clearly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency with modern CRM systems and financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;MBA, CFP®, or other prestigious financial certifications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Established and transferable book of business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record working with high-net-worth individuals ($1M+ investable assets)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech or digital-first wealth management environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-driven approach to prospecting and client relationship management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Benefits: \u0026lt;/strong\u0026gt;Comprehensive medical benefits (health \u0026amp;amp; dental, vision) \u0026amp;amp; retirement benefits 401(k) matching \u0026amp;amp; Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Transitions Made Simple: \u0026lt;/strong\u0026gt;We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation: \u0026lt;/strong\u0026gt;Competitive base salary plus uncapped commission structure,\u0026amp;nbsp; plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Location Flexibility: \u0026lt;/strong\u0026gt;Work where you work best. We\u0026#39;re built for both remote and hybrid collaboration across major hubs and anywhere in between.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4710352005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4442881005,"location":{"name":"Remote"},"metadata":null,"id":4710352005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"276","title":" AVP, Wealth Advisor ","company_name":"Farther","first_published":"2026-07-02T11:24:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ve got the skills. Maybe you\u0026#39;ve got clients, too. Either way, you\u0026#39;re ready for more — more support, better tools, and a real path to building something that\u0026#39;s yours.\u0026amp;nbsp;This is an opportunity to grow alongside a senior advisor with over a decade of experience across retirement planning, tax-efficient investing, equity compensation, estate coordination, and private markets. You\u0026#39;ll get real mentorship, real responsibility, and a real runway.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Whether you\u0026#39;re coming in with a small book or building from scratch, you\u0026#39;ll be set up to succeed. We provide the platform, the infrastructure, and the support so you can focus on clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support senior advisor client relationships and take on increasing ownership over time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle new client inquiries and leads — turning warm introductions into long-term relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prospect for new clients through referrals, community engagement, and professional networks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage Farther\u0026#39;s technology and planning tools to deliver a high-quality, personalized client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to team operations and support internal succession planning as the practice grows\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or 66 license required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience in financial planning or wealth management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong foundation in financial planning concepts — retirement, investment management, tax basics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Relationship-first mindset with genuine care for clients\u0026#39; long-term outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a fast-moving, entrepreneurial environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who can manage a pipeline and own follow-through\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP® or actively pursuing it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Existing book of business (any size welcome)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with corporate executives, tech professionals, or retirees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in financial planning software (eMoney, MoneyGuidePro, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Austin-based or Austin-area connections\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Benefits: Comprehensive medical benefits (health \u0026amp;amp; dental, vision) \u0026amp;amp; retirement benefits (401(k) matching \u0026amp;amp; Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Location Flexibility: Work where you work best. We\u0026#39;re built for both remote and hybrid collaboration across major hubs and anywhere in between.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4724775005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4449837005,"location":{"name":"Remote"},"metadata":null,"id":4724775005,"updated_at":"2026-08-18T14:05:45-04:00","requisition_id":"288","title":"BD Specialist – Institutional Sales \u0026 Outreach","company_name":"Farther","first_published":"2026-08-17T13:35:28-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Institutional Advisory team works with nonprofits, foundations, and endowments — and every relationship starts with a conversation. We\u0026#39;re looking for a Business Development Specialist to open those conversations. This is a high-volume outbound role: you\u0026#39;ll be reaching out to executive leaders and board members at nonprofit organizations every day, building rapport, and setting up meetings for our sales team. You don\u0026#39;t need a finance background to succeed here — you need to enjoy the hustle of the phone, care about doing right by the people you talk to, and want to build a career in institutional sales.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute high-volume daily outbound outreach to executive leaders and board members at nonprofit organizations, foundations, and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and engage key decision-makers using LinkedIn and other prospecting tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clearly and persuasively communicate our value proposition, tailored to each organization\u0026#39;s needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Qualify prospective institutions and hand off warm opportunities to the sales team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Log and manage all outreach activity, notes, and lead status in our CRM, and use that data to sharpen your approach over time\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior experience in a direct outbound sales, tele-sales, or business development role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High energy and genuine comfort with sustained daily outbound calling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills, with the poise to speak with senior executives and board members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, coachable, and eager to build a long-term career in sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort learning and working within a CRM and prospecting tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with HubSpot or a similar CRM\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with LinkedIn Recruiter or other prospecting platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with financial, investment, or consulting concepts\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4185273005,"name":"Institutional Business","child_ids":[],"parent_id":4185274005}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4734151005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4381971005,"location":{"name":"Hybrid - Dallas, TX"},"metadata":null,"id":4734151005,"updated_at":"2026-09-15T16:12:38-04:00","requisition_id":"153","title":"Client Experience Associate","company_name":"Farther","first_published":"2026-09-15T16:12:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You\u0026#39;ll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther\u0026#39;s client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor client accounts and proactively address issues as they arise\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree with 6+ years of previous work experience in a client-facing role within the financial services industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills and the ability to build rapport with advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with custodial and wealth management platforms and CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, with exceptional attention to detail\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, with a positive attitude and a strong work ethic\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for creating increased efficiencies within current operational processes for the business and servicing of clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4030721005,"name":"Client Experience","child_ids":[],"parent_id":4143049005}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4720474005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4447679005,"location":{"name":"Hybrid - Irving, TX"},"metadata":null,"id":4720474005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"282","title":"Client Experience Associate, Advisor Dedicated","company_name":"Farther","first_published":"2026-08-13T17:19:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You\u0026#39;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\u0026#39;t a stepping stone to becoming an advisor or a people manager, and it isn\u0026#39;t a sales or prospecting role — it\u0026#39;s built for someone who wants to own this seat and get really good at managing the client relationship process.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary point of contact for day-to-day client needs — monitoring the advisor\u0026#39;s email and voicemail daily and responding with professionalism, clarity, and calm judgment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle the majority of client matters independently when the advisor is out of office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills paired with calm, sound judgment under pressure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with custodial platforms, trading/rebalancing tools, and CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, with exceptional attention to detail and follow-through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable operating with autonomy and trusted to make day-to-day judgment calls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Former CFP-track professional who\u0026#39;s realized they\u0026#39;re happiest owning execution and client care rather than prospecting or advising\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A genuine passion for building efficient, repeatable operational processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030721005,"name":"Client Experience","child_ids":[],"parent_id":4143049005}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null},{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4738653005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4456814005,"location":{"name":"On-Site - Destin, FL"},"metadata":null,"id":4738653005,"updated_at":"2026-09-28T16:06:16-04:00","requisition_id":"297","title":"Client Relationship Associate","company_name":"Farther","first_published":"2026-09-28T16:06:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Destin office is a growing, referral-driven advisory practice on Florida\u0026#39;s Emerald Coast — and it\u0026#39;s ready for its first in-office teammate. As Client Relationship Associate, you\u0026#39;ll be the advisor\u0026#39;s right hand and the friendly, steady face of the office. You\u0026#39;ll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Keep the advisor\u0026#39;s calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther\u0026#39;s Client Experience team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep CRM and client records clean and current, and spot issues or opportunities before they become fires\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Seriously organized and self-directed — you own the details and get things done without being chased\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A warm, professional communicator who\u0026#39;s comfortable welcoming clients in person and representing the advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable in CRMs and custodial platforms, and quick to pick up new tech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to work on-site in our Destin, FL office\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;SIE, Series 65/66, or other industry licenses (or the drive to earn them)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with account transfers, money movement, or portfolio rebalancing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Roots in the Emerald Coast community\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4066534005,"name":"Todd Sensing's Office","location":"Destin, Florida, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4616091005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4398112005,"location":{"name":"Hybrid - Dallas, TX"},"metadata":null,"id":4616091005,"updated_at":"2026-09-04T17:20:07-04:00","requisition_id":"181","title":"Client Transitions Associate","company_name":"Farther","first_published":"2025-10-06T11:31:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Client Transition Operations Associate, you\u0026#39;ll play a vital role in executing Farther\u0026#39;s advisor and client transition process. You\u0026#39;ll support the seamless migration of clients by managing operational workflows and ensuring accurate execution of financial operations. This role offers the opportunity to develop expertise in wealth management operations while contributing to the growth of our platform.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and execute the end-to-end client transition process, including processing and validating new account opening documentation, account transfers (ACATs and non-ACATs), and complex asset movements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate effectively with external partners such as custodians and third-party vendors to ensure seamless and timely completion of all transition activities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and maintain a detailed transition pipeline, proactively tracking progress, identifying potential roadblocks or risk situations, and reporting status updates to both internal stakeholders and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a primary point of contact for clients during the transition phase, providing exceptional service and ensuring all documentation requirements are clearly communicated and met.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Apply strong problem-solving skills and a meticulous attention to detail to resolve documentation discrepancies, troubleshoot transfer issues, and reconcile custodian data, ensuring data integrity across all systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a highly organized and results-oriented approach, with a proven ability to manage multiple competing client transitions and priorities simultaneously under tight deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every new client.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background in client service, particularly with advisor transitions or conversion management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with exceptional attention to detail and strong communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial products including SMAs, 529s, Annuities, 401Ks, and alternative investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with and knowledge of standard operational aspects of wealth management client service with custodians such as Charles Schwab, Fidelity, and Pershing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player with a positive attitude and a strong work ethic\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a fast-paced environment and ability to handle multiple competing tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of the financial industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for creating increased efficiencies within current operational processes for the business and servicing clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Black Diamond\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/h4\u0026gt;","departments":[{"id":4138861005,"name":"Client Transitions","child_ids":[],"parent_id":4143049005}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4717088005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4445952005,"location":{"name":"Hybrid - New York"},"metadata":null,"id":4717088005,"updated_at":"2026-09-01T09:22:10-04:00","requisition_id":"278","title":"Director, Investment Strategy","company_name":"Farther","first_published":"2026-08-01T08:55:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Director Investment Strategy serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm\u0026#39;s growth.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A proven \u0026quot;coach\u0026quot; mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors. • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;farther.com PAGE 2 OF 3\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort using AI tools to support financial modeling and process enhancement.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience working closely with software engineers or product teams to automate investment workflows.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience navigating complex portfolio transitions or building tax-aware investment models.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us — FOR NON-TECH ROLES\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4151918005,"name":"Investment Solutions","child_ids":[],"parent_id":4151914005}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4674805005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4425530005,"location":{"name":"Remote"},"metadata":null,"id":4674805005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"240","title":"Financial Wealth Advisor (Advisory Team)","company_name":"Farther","first_published":"2026-03-19T13:16:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ve built a book. Now you want to grow it. Farther gives experienced advisors a modern platform and genuine support structure to scale what they\u0026#39;ve already built — serving the clients and categories that suit them best, whether that\u0026#39;s professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;With more than 37 years of experience spanning 401(k)s, ultra-high-net-worth clients, nonprofits, estate planning, and executive compensation, you\u0026#39;ll work directly with a managing director who brings genuine depth across virtually every client category — and a track record of helping advisors move up market. If you\u0026#39;re looking for a team where leadership is accessible, mentorship is real, and your growth is a shared priority, this is the right fit.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We grow together. You keep your clients. Your success contributes to the team, and the team\u0026#39;s resources accelerate what you do.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and grow a book of business by delivering comprehensive wealth management services across investments, retirement planning, estate planning, insurance, and tax strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Transition existing client relationships onto Farther\u0026#39;s platform, ensuring a seamless experience for clients throughout the onboarding process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prospect for new clients through referrals, community engagement, professional networks, and direct outreach — maintaining a consistent pipeline of qualified opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage Farther\u0026#39;s technology, planning tools, and support infrastructure to deliver a high-quality, personalized client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with team members on complex client situations, contribute institutional knowledge, and support the development of junior advisors over time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum $10–15M AUM book of business with transferable client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or 66 license required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated track record of proactive business development and consistent client prospecting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of strong client retention and organic book growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Breadth of experience across multiple client types and planning disciplines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative working style with a long-term orientation toward practice ownership.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP, CFA, ChFC, AIF, or other advanced designations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with nonprofits, 401(k)s, executive comp, or small business owners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background mentoring or developing junior advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;30M+ AUM book looking for a more flexible, modern platform\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Benefits: Comprehensive medical benefits (health \u0026amp;amp; dental, vision) \u0026amp;amp; retirement benefits (401(k) matching \u0026amp;amp; Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Transitions Made Simple: We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compensation: Top-tier industry payouts, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero ops and admin work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Location Flexibility: Work where you work best. We\u0026#39;re built for both remote and hybrid collaboration across major hubs and anywhere in between.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4656316005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4417364005,"location":{"name":"Remote"},"metadata":null,"id":4656316005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"225","title":"Financial Wealth Advisor (Focus Team)","company_name":"Farther","first_published":"2026-02-02T19:42:56-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ve built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This isn\u0026#39;t about fitting into someone else\u0026#39;s system. It\u0026#39;s about plugging into a team that amplifies what you\u0026#39;ve already built while giving you access to new markets, coordinated events, and a support structure that actually works.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team\u0026#39;s resources accelerate your growth.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Focus Team Difference\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Joining the Focus Team isn\u0026#39;t just joining Farther—it\u0026#39;s joining a team within Farther that provides:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Unmatched Market Access: \u0026lt;/strong\u0026gt;We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Specialized Knowledge Training: \u0026lt;/strong\u0026gt;We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you\u0026#39;re one of them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Dedicated Support Infrastructure:\u0026lt;/strong\u0026gt; A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Accessible, Collaborative Culture:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone\u0026#39;s success lifts everyone else.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Transition \u0026amp;amp; Grow Your Book: \u0026lt;/strong\u0026gt;Bring your existing client relationships onto Farther\u0026#39;s modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Access New Markets: \u0026lt;/strong\u0026gt;The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leverage Specialized Knowledge: \u0026lt;/strong\u0026gt;Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Contribute to Team Growth: \u0026lt;/strong\u0026gt;Share your expertise with developing advisors. As you progress toward partnership, you\u0026#39;ll help shape the team\u0026#39;s direction and mentor the next generation—building something bigger than just your own book.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Existing book of business with established client relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or 66 license (required)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of client retention and organic growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Desire to grow beyond your current capacity with team resources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset—willing to share knowledge and support teammates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial drive toward eventual practice ownership\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP, CFA, ChFC, or other advanced certifications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with corporate retirement plans, executive comp, or small business owners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Existing relationships at large corporations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring or training a junior advisor\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Benefits: \u0026lt;/strong\u0026gt;Comprehensive medical benefits (health \u0026amp;amp; dental, vision) \u0026amp;amp; retirement benefits 401(k) matching \u0026amp;amp; Mega Backdoor Roth, unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Transitions Made Simple: \u0026lt;/strong\u0026gt;We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation: \u0026lt;/strong\u0026gt;Competitive base salary plus uncapped commission structure,\u0026amp;nbsp; plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Location Flexibility: \u0026lt;/strong\u0026gt;Work where you work best. We\u0026#39;re built for both remote and hybrid collaboration across major hubs and anywhere in between.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4682348005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429179005,"location":{"name":"Remote in Telluride, CO"},"metadata":null,"id":4682348005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"248","title":"Relationship Manager \u0026 Servicing Advisor","company_name":"Farther","first_published":"2026-04-07T15:27:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We\u0026#39;re adding a Relationship Manager \u0026amp;amp; Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we\u0026#39;re open to a flexible or reduced schedule for the right person.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the full client meeting cycle — prep, attendance, notes, and all follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build relationships deep enough that clients come to you first\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain meticulous CRM records and workflows across Farther\u0026#39;s platform and planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with Farther\u0026#39;s centralized ops and investment teams for trade execution and compliance support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI tools and Farther\u0026#39;s platform to work efficiently and scale service quality\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP® certification with 10+ years of financial planning experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct client-facing experience — you\u0026#39;ve owned relationships, not just supported them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong planning knowledge across retirement, tax, estate, and equity compensation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with eMoney and/or RightCapital\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Active AI tool user — not just open to it, actually doing it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional follow-through — nothing slips\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear communicator who builds genuine client trust\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 (or equivalent); clean U4\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background in a paraplanner, service advisor, or associate advisor role at an RIA\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;HNW or UHNW client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Farther\u0026#39;s platform or similar modern wealth tech stacks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional designations (ChFC, CLU, CDFA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in team-based advisory models\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4682338005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429179005,"location":{"name":"Remote in Scottsdale, AZ"},"metadata":null,"id":4682338005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"248","title":"Relationship Manager \u0026 Servicing Advisor","company_name":"Farther","first_published":"2026-04-07T15:27:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We\u0026#39;re adding a Relationship Manager \u0026amp;amp; Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we\u0026#39;re open to a flexible or reduced schedule for the right person.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the full client meeting cycle — prep, attendance, notes, and all follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build relationships deep enough that clients come to you first\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain meticulous CRM records and workflows across Farther\u0026#39;s platform and planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with Farther\u0026#39;s centralized ops and investment teams for trade execution and compliance support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI tools and Farther\u0026#39;s platform to work efficiently and scale service quality\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP® certification with 10+ years of financial planning experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct client-facing experience — you\u0026#39;ve owned relationships, not just supported them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong planning knowledge across retirement, tax, estate, and equity compensation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with eMoney and/or RightCapital\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Active AI tool user — not just open to it, actually doing it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional follow-through — nothing slips\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear communicator who builds genuine client trust\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 (or equivalent); clean U4\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background in a paraplanner, service advisor, or associate advisor role at an RIA\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;HNW or UHNW client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Farther\u0026#39;s platform or similar modern wealth tech stacks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional designations (ChFC, CLU, CDFA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in team-based advisory models\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4682349005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429179005,"location":{"name":"Remote in Boston, MA"},"metadata":null,"id":4682349005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"248","title":"Relationship Manager \u0026 Servicing Advisor","company_name":"Farther","first_published":"2026-04-07T16:05:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We\u0026#39;re adding a Relationship Manager \u0026amp;amp; Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we\u0026#39;re open to a flexible or reduced schedule for the right person.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the full client meeting cycle — prep, attendance, notes, and all follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build relationships deep enough that clients come to you first\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain meticulous CRM records and workflows across Farther\u0026#39;s platform and planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with Farther\u0026#39;s centralized ops and investment teams for trade execution and compliance support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI tools and Farther\u0026#39;s platform to work efficiently and scale service quality\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP® certification with 10+ years of financial planning experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct client-facing experience — you\u0026#39;ve owned relationships, not just supported them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong planning knowledge across retirement, tax, estate, and equity compensation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with eMoney and/or RightCapital\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Active AI tool user — not just open to it, actually doing it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional follow-through — nothing slips\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear communicator who builds genuine client trust\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 (or equivalent); clean U4\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background in a paraplanner, service advisor, or associate advisor role at an RIA\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;HNW or UHNW client experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Farther\u0026#39;s platform or similar modern wealth tech stacks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional designations (ChFC, CLU, CDFA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in team-based advisory models\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4607768005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4381971005,"location":{"name":"Hybrid - Dallas, TX"},"metadata":null,"id":4607768005,"updated_at":"2026-08-26T06:15:00-04:00","requisition_id":"153","title":"Senior Client Experience Associate","company_name":"Farther","first_published":"2025-09-10T17:52:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You\u0026#39;ll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther\u0026#39;s client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor client accounts and proactively address issues as they arise\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree with 6+ years of previous work experience in a client-facing role within the financial services industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills and the ability to build rapport with advisors and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with custodial and wealth management platforms and CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, with exceptional attention to detail\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, with a positive attitude and a strong work ethic\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for creating increased efficiencies within current operational processes for the business and servicing of clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4030721005,"name":"Client Experience","child_ids":[],"parent_id":4143049005}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4646655005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4412575005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4646655005,"updated_at":"2026-09-28T19:16:12-04:00","requisition_id":"210","title":"Senior Conversational AI Engineer","company_name":"Farther","first_published":"2026-01-06T18:09:45-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll architect the conversational AI systems, transforming how clients and advisors interact with our platform. We\u0026#39;re moving from traditional web interfaces to intelligent, agentic experiences – think LinkedIn\u0026#39;s AI service agent model where chatbots handle real financial transactions end-to-end. We want builders who ship production AI, not researchers. You\u0026#39;ll have real autonomy, make architectural decisions, and own outcomes. We operate differently – you\u0026#39;re measured by results, not process.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own conversational AI features end-to-end, from requirements through production deployment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Architect chatbot systems using LLMs, RAG pipelines, and agentic workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build with professional engineering standards – testing, observability, reliability, redundancy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop guardrails and authorization boundaries for AI agents handling sensitive financial data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Jump into difficult problems with tenacity – production issues, complex prompt engineering, unfamiliar model behaviors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate directly with product, data engineering, and business stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years software engineering experience with backend focus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building conversational AI or chatbot applications in production\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Python and SQL skills – this is fundamentally a Python engineering role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with LLMs, prompt engineering, RAG patterns, and agent frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional delivery experience at Fortune 500 or equivalent enterprise environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-directed and autonomous – you thrive with ownership and prefer results over rigid process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Product-focused mindset – AI exists to solve business problems!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Financial services or trading systems background\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;MLOps and production ML deployment experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;LLM evaluation frameworks and human-in-the-loop systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Multi-step agent workflows and streaming interfaces\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn \u0026amp;amp; grow through book clubs, seminars, and peer learning sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;🚀\u0026amp;nbsp; Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4728865005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4451951005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4728865005,"updated_at":"2026-09-28T19:17:12-04:00","requisition_id":"290","title":"Senior Frontend Engineer, Conversational \u0026 Gen UI","company_name":"Farther","first_published":"2026-09-08T10:50:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h2\u0026gt;The Role\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther\u0026#39;s AI assistant answers advisor questions and drives the product on their behalf — navigating, opening workflows, and more. This role continues and deepens the interaction between the assistant and our traditional UI platform. Next, it composes the interface itself. You will contribute to both the framework that makes that possible and the assistant itself. You are not designing screens, you are designing the system that decides what a screen can be, and the guardrails for the moment it is handed something nobody anticipated.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Your Impact\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver the assistant experience, prototype → production — the surface advisors reach for, and the thing every other item on this list exists to make possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build the framework underneath it, so any Farther surface can declare what the agent can do and what it can see in a few lines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design the renderer that turns a model\u0026#39;s output into a real, validated, submittable interface, extensible so a new kind of input is additive and never a refactor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Negotiate and version the wire contract with the agent backend team, and hold both sides to it with tests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Treat developer experience as a first-class deliverable — design the API, document it, and judge it by how many teams build on it without asking you for help\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor the engineers coming up behind you and set the quality bar in review\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;The Ideal Match\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years building production web applications, including time somewhere the frontend \u0026lt;em\u0026gt;was\u0026lt;/em\u0026gt; the product\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert-level frontend engineering, where strict typing is how you already work\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Production experience with LLMs — agentic systems, tool calling, streaming responses, conversational interfaces — and a point of view on what an interface owes a user when the model is slow, wrong, or halfway through an answer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Composition over configuration; modular, scalable frontend patterns are how you think by default\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Distributed systems fundamentals — timeouts, retries, idempotency, failure isolation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuine product instincts — you care about the user experience, and raise ambiguity as a decision rather than absorbing it as a guess\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluent in an AI-assisted development loop — building with Claude Code, shipping through Git-based PRs and automated review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;End-to-end ownership and a track record of meeting deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge-sharing / documentation habit\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable context-switching across multiple concurrent workstreams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Technical Stack\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;React · TypeScript · Python\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;TanStack Query · react-hook-form · Zod\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Styling — Tailwind and CSS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;UI modules built and deployed independently, then assembled into one application\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Testing Library · ESLint · Prettier · GitHub Actions CI\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Bonus Points\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Used or extended a framework for agent-to-UI communication, and can say precisely where it stopped being enough\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Built and versioned a component library other teams depended on, and know what a breaking change costs once they have all imported it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AWS fluency — Lambda, API Gateway, DynamoDB, CloudWatch\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineering platform or internal tooling — Vercel, an internal PaaS, or the developer platform at your last company\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Turned LLMs on how your own team builds: codegen, large-scale migrations, spec-to-code pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Wealth management, financial services, or analytics products dense with numbers people act on — including the craft that keeps them fast: profiling, bundle size, render performance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Why Join Us\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn \u0026amp;amp; grow through book clubs, seminars, and peer learning sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4629896005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4404663005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4629896005,"updated_at":"2026-09-28T19:17:40-04:00","requisition_id":"194","title":"Senior Mobile Engineer","company_name":"Farther","first_published":"2025-11-17T11:14:31-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Senior Mobile Engineer at Farther, you\u0026#39;ll build exceptional mobile experiences that serve both our advisors and clients. Working with React Native, Expo, and TypeScript, you\u0026#39;ll ship features that directly impact how wealth management works - from client onboarding to portfolio management to advisor tools.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll join our mobile engineering team working on core product features and roadmap delivery. We\u0026#39;re hiring as part of an exciting initiative: we\u0026#39;re creating a Forward Deployed Engineering team where our top engineers rotate to work directly with advisors on urgent challenges. As senior engineers rotate onto that team, you\u0026#39;ll help maintain the momentum on critical mobile features. Once you\u0026#39;ve ramped up and gained context on our platform (typically 3-6 months), you may have the opportunity to rotate onto the Forward Deployed team yourself.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and ship mobile features across iOS and Android using React Native and TypeScript\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create high-performance mobile interfaces for complex financial workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with product managers, designers, and backend engineers to deliver complete experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to mobile architecture decisions and establish patterns that scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build reusable mobile components and improve our mobile infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor other engineers on mobile best practices and React Native development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in code reviews and drive technical excellence across the team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of significant mobile features from design through deployment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure mobile experiences meet the quality bar our advisors and clients expect\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the development of our cutting-edge, agentic-based, software manufacturing pipeline.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Future opportunity: Rotate onto the Forward Deployed team to work directly with advisors and solve time-sensitive mobile challenges\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Full-stack Engineering experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AWS Infra \u0026amp;amp; Deployment experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;6+ years of mobile development experience, with at least 3 years in React Native\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency in TypeScript/JavaScript and modern mobile development practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with both iOS and Android platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of mobile architecture, state management, and performance optimization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building complex, data-intensive mobile applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Product-focused mindset - excited about shipping features that solve real user problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to work autonomously and drive projects from idea to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of delivering high-quality mobile experiences on schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring other engineers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative mindset and ability to work effectively with cross-functional teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excited about contributing to a fast-growing fintech company\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in fintech or financial services mobile applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Native iOS or Android development background\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of mobile security best practices and compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Previous consulting or customer-facing technical roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial data visualization in mobile contexts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in rapid prototyping or startup environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with offline-first mobile architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with mobile CI/CD and testing frameworks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interest in eventually rotating onto the Forward Deployed team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;🚀 \u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;h4\u0026gt;\u0026amp;nbsp;\u0026lt;/h4\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4690559005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4433059005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4690559005,"updated_at":"2026-09-12T10:17:08-04:00","requisition_id":"259","title":"Senior Regional Compliance Associate","company_name":"Farther","first_published":"2026-05-06T14:32:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;font-claude-response-body break-words whitespace-normal leading-[1.7]\u0026quot;\u0026gt;Farther is looking for a sharp, detail-oriented compliance professional to join our growing team as a Senior Regional Compliance Associate. In this role, you\u0026#39;ll be embedded in one of our geographic regions, serving as the day-to-day compliance resource for a distributed network of advisors. You\u0026#39;ll sit within the Compliance function and partner closely with business leadership across the firm to make sure our advisors can focus on what they do best, serving clients, while we keep the guardrails tight.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Serve as the primary compliance resource for your assigned region, supporting advisors and partnering with business leadership on supervisory matters\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Conduct regular reviews of trade blotters, correspondence, marketing materials, and attestations\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Review and approve outside business activities, brokerage accounts, gifts, and entertainment for registered personnel\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Provide guidance, training, and direction on compliance-related matters to advisors across your region\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Investigate, document, and help resolve client complaints in coordination with the broader Compliance team\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Support regulatory examinations, internal audits, and ongoing Compliance initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Produce regular supervisory reports and close the feedback loop with advisors on activity, productivity, and logging\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Partner with RIA Managing Directors on advisor coaching opportunities tied to compliance standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;5+ years of financial services experience in a compliance or supervisory role, with demonstrated experience conducting principal-level or OSJ supervisory review\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Active Series 66 and Series 24 in good standing\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Comprehensive knowledge of FINRA and SEC rules and regulations\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;High attention to detail, sound judgment, and integrity when handling sensitive or escalated matters\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Bachelor\u0026#39;s degree or higher\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p class=\u0026quot;font-claude-response-body break-words whitespace-normal leading-[1.7]\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul class=\u0026quot;[li_\u0026amp;amp;]:mb-0 [li_\u0026amp;amp;]:mt-1 [li_\u0026amp;amp;]:gap-1 [\u0026amp;amp;:not(:last-child)_ul]:pb-1 [\u0026amp;amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\u0026quot;\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Series 7 and Series 9/10 previously held or currently active\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Experience supporting regulatory examinations or internal audits at an RIA or broker-dealer\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Familiarity with compliance technology platforms and surveillance tools\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Background in a regulated financial services environment with OSJ or branch examination experience\u0026lt;/li\u0026gt;\n\u0026lt;li class=\u0026quot;whitespace-normal break-words pl-2\u0026quot;\u0026gt;Track record working with distributed or remote advisor teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Please note: \u0026lt;/strong\u0026gt;Some regional travel is required (~30%) and working hours may vary depending on the region you support.\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Why Join Us\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4135966005,"name":"Compliance","child_ids":[],"parent_id":null}],"offices":[{"id":4020312005,"name":"Dallas","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4570587005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4375668005,"location":{"name":"Hybrid - New York"},"metadata":null,"id":4570587005,"updated_at":"2026-09-29T18:52:11-04:00","requisition_id":"141","title":"Senior Software Engineer, Platform Security \u0026 Reliability","company_name":"Farther","first_published":"2025-05-29T12:02:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring a Senior Software Engineer for the Infrastructure team, the group that owns the AWS foundation the rest of Farther\u0026#39;s engineering builds on. This is a backend platform role with a security mandate. You come in with an eye for how a platform is actually put together: how our APIs are exposed and authenticated, who and what can reach which data, how storage is laid out, how encryption and key management are applied, how secrets move.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You own those patterns, set the standards so new services get them right by default, and build the monitoring that tells us proactively when something drifts from those standards or when the platform is unhealthy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You build with compliance in mind: documented controls, automated evidence collection, and a posture that stands up to accredited security compliance review.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You can own a project end to end across compute, networking, data, and IAM, and you act as a technical advisor to teams designing their own systems.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own how the platform is accessed: API authentication and authorization patterns, IAM policy design, account and network boundaries, and secrets management, so access is least-privilege and every grant is traceable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own data protection across the platform: how storage is structured and segmented, encryption at rest and in transit, key management with KMS, and retention and access controls on sensitive data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build proactive security and health monitoring: detective controls with AWS-native tooling (GuardDuty, Security Hub, Config, CloudTrail), alerts on access anomalies and policy drift, and SLIs, SLOs, and dashboards with CloudWatch, X-Ray, and RUM so the platform reports problems before anyone else does\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain compliance-grade controls: documented standards, automated evidence collection, and the audit logging and traceability accredited compliance reviews require\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and build shared platform services, internal tooling, and reusable infrastructure patterns on core AWS building blocks (ECS, Lambda, SQS/SNS, RDS, S3), secure by default so other teams inherit the right posture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review system designs across engineering for access control, trust boundaries, and blast radius, and drive the fixes when something doesn\u0026#39;t hold up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain infrastructure as code that scales with a growing engineering team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set platform, security, and reliability standards, document them, and bring the broader engineering team along\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of software engineering experience with strong backend and platform depth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep, hands-on AWS: you know how the core services interact and can build a production system from them end to end\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven cloud security ownership: you have audited and hardened a real AWS environment\u0026#39;s API access, IAM, network boundaries, storage, encryption, and secrets, and left the audit trail to prove it\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Infrastructure as code as your default mode (CDK, Terraform, or CloudFormation)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Real monitoring and alerting practice: detective controls, SLIs/SLOs, alert design, and using telemetry to find problems before users do\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in TypeScript, Python, or Scala; you pick up languages as needed and care more about system design than syntax\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluent daily use of AI coding tools, paired with real ownership of the result: you can explain how anything you shipped works, defend the design choices, and say where it would fail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written communication; you document what you build\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;AWS Certified Security - Specialty, or Solutions Architect - Professional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in accredited security compliance protocols or financial-services regulatory frameworks (SEC Regulation S-P, GLBA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Threat modeling, vulnerability management, or pen-test remediation you owned to closure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SRE background: incident response, postmortems, capacity planning, load testing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Production PostgreSQL operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fintech or another regulated industry\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Why Join Us\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Everything you need to build the perfect dev station from hardware to software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Learn \u0026amp;amp; grow through book clubs, seminars, and peer learning sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;🚀 Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/h4\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4647635005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4413030005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4647635005,"updated_at":"2026-09-28T19:18:08-04:00","requisition_id":"212","title":"Senior Software Engineers","company_name":"Farther","first_published":"2026-01-08T20:53:26-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;Multiple openings. As a Senior Software Engineer at Farther, you\u0026#39;ll solve real business problems across our entire stack. You\u0026#39;ll understand business objectives, ideate solutions, and deliver end-to-end.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re building an elite engineering team. We look for three things: deep technical expertise in your craft, high horsepower to rapidly context-switch across complex problems, and a track record of winning in multiple areas of your life.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We operate differently than most companies. Engineers have real autonomy and ownership over their work – you\u0026#39;ll make technical decisions, own outcomes, and be measured by results, not process. You\u0026#39;ll have the flexibility to work how you work best, with the trust and freedom to get things done the right way.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re extremely bullish on AI as a force multiplier. We expect engineers to leverage AI tools throughout the development lifecycle – from ideation to implementation to testing. AI helps you ship faster, handle complexity better, and focus your energy on solving the hardest problems rather than writing boilerplate code.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own and deliver features end-to-end, from understanding business requirements through production deployment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work across the full stack, building UIs, designing APIs, and architecting backend services\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage AI tools to ship faster and multiply your effectiveness – use modern technology to accelerate every part of your workflow\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Jump into difficult problems with tenacity, whether production issues, complex debugging, or unfamiliar codebases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Make autonomous technical decisions and own the outcomes – you have the freedom to choose the right approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate directly with product, design, and business stakeholders to solve user problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to architectural decisions and engineering best practices\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6+ years of software engineering experience working across the full stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with AI coding tools – you should already be using them to multiply your output and looking for ways to work smarter\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-directed and autonomous – you thrive with ownership, work independently on high-level guidance, and prefer results over rigid process\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Product-focused mindset – code exists to solve business problems, not for its own sake\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication – you explain complex concepts clearly and provide actionable updates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builder mentality – you ship working software and iterate, not write specs endlessly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tenacity to tackle difficult problems head-on\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of winning in multiple areas of your life\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience building financial services, trading systems, or wealth management platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in high-availability system design and real-time data processing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with event-driven architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial regulatory requirements and compliance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;🚀 Want to learn more about building the future of wealth tech at Farther? Visit\u0026lt;a href=\u0026quot;https://tech-life.farther.com\u0026quot;\u0026gt; tech-life.farther.com\u0026lt;/a\u0026gt; to discover more about our engineering teams, tech stack, culture, interview process, and perks \u0026amp;amp; benefits.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4708386005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4441882005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4708386005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"271","title":"Senior Talent Partner (Advisor Practice)","company_name":"Farther","first_published":"2026-06-22T21:57:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Farther\u0026#39;s Advisor network is scaling fast, and this role sits at the center of it. As our Senior Talent Partner focused on the wealth advisor practice, you\u0026#39;ll recruit across our advisor ecosystem: Associate Advisors, Advisor Support Staff, and proactive roles supporting the RIA. You\u0026#39;ll work directly with Advisor Principals \u0026amp;amp; Team Leads to understand their business, translate hiring needs into search strategies, and close the kind of hires that move the needle on AUM and team growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Full-cycle recruiting for Advisor practice roles, including Associate Advisors, RIA non-Advisor Staff, and Relationship Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner directly with Advisor Team Leads to conduct intakes, build search strategies, and set realistic hiring timelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Source proactively into the wealth management talent market: broker networks, RIA pipelines, custodian alumni, and direct outreach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Navigate Advisor compensation structures, including payout grids, transition packages, and book-of-business considerations, with fluency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and manage a warm pipeline of Advisor-track talent across markets, including New York, Dallas, and remote across the US\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage full candidate experience from first outreach through offer close — including competitive offer strategy and counter negotiations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Senior Talent Leaders on headcount planning, market intelligence, and Advisor growth initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clean CRM \u0026amp;amp; Greenhouse data and keep all stakeholders informed at every stage\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of full-cycle recruiting experience with at least 3 years focused on wealth management, financial advisory, or financial services talent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with complex compensation structures, you can talk about payout grids, transition bonuses, and book-of-business deals\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record sourcing and closing advisor-track talent (wirehouse, RIA, or independent channels)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Confident running stakeholder conversations with senior Advisors and practice leads without needing hand-holding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong instincts on candidate quality, you\u0026#39;re not throwing volume at a role, you\u0026#39;re finding the right person\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using an ATS (Greenhouse preferred) and modern sourcing tools\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background recruiting at an RIA, wealth management firm, or financial services search firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Existing network in the wirehouse-to-independent advisor transition market\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience recruiting in New York, Texas, and Remote markets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with advisor team growth dynamics, you understand what it means to build out a practice\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/p\u0026gt;","departments":[{"id":4030723005,"name":"People","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4685033005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430495005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4685033005,"updated_at":"2026-09-28T19:20:19-04:00","requisition_id":"256","title":"Staff Product Designer - Investment Products","company_name":"Farther","first_published":"2026-04-22T17:35:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re looking for a Staff Product Designer specializing in investment products, responsible for shaping end-to-end experiences for Wealth Advisors and client-facing tools. This role translates complex financial systems into clear, intuitive, and high-performance user experiences.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll thrive in ambiguity, work at high velocity, and drive problems from discovery through polished execution — collaborating closely with Product, Engineering, and Research to define solutions, rapidly prototype and validate ideas, and shape product direction. Strong expertise in investment workflows, data-heavy interfaces, and design systems is essential, along with a passion for AI-enabled workflows and design-to-code efficiency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of product design experience with deep expertise in complex, data-rich digital products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring or informally leading other designers in high-growth environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with real-time market data, trading infrastructure, or institutional investment systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn \u0026amp;amp; grow through book clubs, seminars, and peer learning sessions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4038655005,"name":"Design","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4647646005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4413038005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4647646005,"updated_at":"2026-09-28T19:19:55-04:00","requisition_id":"213","title":"Staff Software Engineers","company_name":"Farther","first_published":"2026-01-09T01:17:07-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;The Role\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;As a Staff Software Engineer at Farther, you\u0026#39;ll be a technical leader who shapes how we build software. You\u0026#39;ll drive architecture decisions, tackle our most complex challenges, and guide other engineers while remaining deeply hands-on.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re building an elite engineering team. We look for three things: deep technical expertise in your craft, high horsepower to rapidly context-switch across complex problems, and a track record of winning in multiple areas of your life.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We give Staff engineers significant autonomy to drive technical strategy. You\u0026#39;ll own major architectural decisions, establish engineering standards, and be accountable for technical outcomes. We trust you to make the right calls and measure success by the impact you create, not the process you follow.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We expect technical leaders to champion AI adoption. As a Staff engineer, you\u0026#39;ll demonstrate how to leverage AI tools to accelerate development, improve code quality, and multiply team effectiveness. You\u0026#39;ll help the organization work smarter and ship faster by showing teams how AI can transform their workflow.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Your Impact\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive technical architecture decisions that shape the future of our platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the design and implementation of large-scale systems spanning frontend and backend\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish engineering standards and best practices that scale across the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Champion adoption of AI tools across engineering teams – demonstrate how to leverage AI to multiply effectiveness and accelerate delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tackle complex technical challenges in system design, scalability, reliability, and performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operate with significant autonomy – own major technical decisions and be accountable for architectural outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Guide and mentor engineers through complex technical decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive technical excellence through code reviews, architecture reviews, and documentation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;The Ideal Match\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of software engineering experience with demonstrated ability to work across the full stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with AI coding tools and passion for leveraging them strategically – you\u0026#39;re already multiplying your output and want to help others do the same\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thrives with high autonomy and ownership – you want to drive technical strategy and own major architectural decisions without micromanagement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of making significant technical decisions that positively impact engineering organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication – you explain complex concepts clearly and provide actionable updates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builder mentality – you ship working software and iterate, not write specs endlessly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tenacity to tackle difficult problems head-on\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-directed and autonomous – you work independently on high-level guidance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience mentoring engineers and driving technical best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of winning in multiple areas of your life\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Bonus Points\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience building financial services, trading systems, or wealth management platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background in high-availability system design and real-time data processing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with event-driven architectures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of financial regulatory requirements and compliance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Why Join Us\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An amazing collaborative atmosphere between product, design, and engineering to solve hard problems together\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;🚀 Want to learn more about building the future of wealth tech at Farther? Visit\u0026lt;a href=\u0026quot;https://tech-life.farther.com\u0026quot;\u0026gt; tech-life.farther.com\u0026lt;/a\u0026gt; to discover more about our engineering teams, tech stack, culture, interview process, and perks \u0026amp;amp; benefits.\u0026lt;/h3\u0026gt;","departments":[{"id":4030722005,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4050023005,"name":"New York","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4655829005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4417139005,"location":{"name":"Hybrid - New York, NY"},"metadata":null,"id":4655829005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"223","title":"Wealth Advisor, Ultra High Net Worth","company_name":"Farther","first_published":"2026-01-31T12:46:35-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You\u0026#39;ll leverage Farther\u0026#39;s elite tech stack to provide concierge-level advisory for our most complex client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You\u0026#39;ll partner closely with leadership and centralized teams to ensure seamless, white-glove service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or equivalent registration with clean U4\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tech-savvy mindset with comfort adopting modern wealth management platforms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience managing client relationships with $50M+ in AUM per household\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background working with tech founders, executives, or entrepreneurial wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with family governance, next-generation education, or philanthropic strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of exceptional client retention and satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP Certification or additional credentials (CFA, CPA, JD, ChFC)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4657277005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4417139005,"location":{"name":"Remote - Miami, FL "},"metadata":null,"id":4657277005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"223","title":"Wealth Advisor, Ultra High Net Worth","company_name":"Farther","first_published":"2026-02-03T22:13:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You\u0026#39;ll leverage Farther\u0026#39;s elite tech stack to provide concierge-level advisory for our most complex client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You\u0026#39;ll partner closely with leadership and centralized teams to ensure seamless, white-glove service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or equivalent registration with clean U4\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tech-savvy mindset with comfort adopting modern wealth management platforms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience managing client relationships with $50M+ in AUM per household\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background working with tech founders, executives, or entrepreneurial wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with family governance, next-generation education, or philanthropic strategy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of exceptional client retention and satisfaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP Certification or additional credentials (CFA, CPA, JD, ChFC)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4020311005,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/fartherfinance/jobs/4708380005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4441878005,"location":{"name":"Hybrid - Austin, Texas"},"metadata":null,"id":4708380005,"updated_at":"2026-08-18T14:05:33-04:00","requisition_id":"270","title":"Wealth Advisory - Relationship Manager","company_name":"Farther","first_published":"2026-06-22T22:01:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;section id=\u0026quot;st-companyDescription\u0026quot; class=\u0026quot;job-section\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;wysiwyg\u0026quot;\u0026gt;\n\u0026lt;h2 class=\u0026quot;title\u0026quot;\u0026gt;Company Description\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven\u0026#39;t asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you\u0026#39;re the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Your Impact\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate client onboarding, account transitions, and service requests in partnership with operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Ideal Match\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record managing high-touch relationships with high-net-worth individuals or families\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional follow-through, clients never have to chase you twice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Warm, professional communicator who builds trust naturally\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 or equivalent a plus; CFP coursework welcomed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Bonus Points\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CRM proficiency (Salesforce, Redtail, or similar)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuine love of the details, you\u0026#39;re the person who remembers the kids\u0026#39; names and the dog\u0026#39;s birthday\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with modern wealth tech platforms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Competitive comp package that rewards impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside some of the brightest minds in fintech\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ground-floor opportunity at a fast-scaling startup\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Chart your own growth path as we expand\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Full health benefits + 401(k) matching \u0026amp;amp; Roth IRA options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Ready to disrupt wealth management? Let\u0026#39;s talk!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4030724005,"name":"Wealth Management","child_ids":[4136966005],"parent_id":null}],"offices":[{"id":4065382005,"name":"Austin, TX","location":"Austin, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null}],"meta":{"total":30}}