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Farther

Personalized wealth management with data-driven guidance

Client Relationship Associate

Administrative SupportConfirmed live in the last 24 hours
Full-timeDestin, FL, USANo salary listed

About the Job

Requirements

  • At least 2 years of experience in a client-facing support role in financial services, such as registered investment advisory, wealth management, banking, or insurance.
  • Be highly organized and self-directed, able to own details and complete work independently.
  • Communicate professionally and warmly, welcome clients in person, and represent the advisor.
  • Be comfortable using customer relationship management systems and custodial platforms, and learn new technology quickly.
  • Be able to work on-site in the Destin, Florida office.

Responsibilities

  • Manage the advisor's calendar, inbox, and task list, flagging urgent items and routing other matters appropriately.
  • Serve as the first point of contact for clients and prospects by answering calls and emails, scheduling meetings, and screening new inquiries.
  • Prepare client meeting reports, statements, and notes; attend meetings when needed; and complete follow-up actions.
  • Coordinate client onboarding, account paperwork, transfers, and money movement with custodians and the Client Experience team.
  • Maintain accurate and current customer relationship management records and client files, and identify issues or opportunities early.

Desired Qualifications

  • SIE, Series 65/66, or other industry licenses, or motivation to earn them.
  • Hands-on experience with account transfers, money movement, or portfolio rebalancing.
  • Roots in the Emerald Coast community.

About the Company

Farther

Personalized wealth management with data-driven guidance

Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company size
501-1,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$268M
Headquarters
San Francisco, CA
Founded
2019

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