F

Farther

Personalized wealth management with data-driven guidance

Relationship Manager & Servicing Advisor

Full-TimeUpdated
No salary listed
Expert
Telluride, CO, USA
Remote
Finance & BankingWealth Management & Financial Advisory

About the job

Requirements
  • CFP certification and at least 10 years of financial planning experience.
  • Direct client-facing experience owning client relationships rather than only supporting them.
  • Strong planning knowledge across retirement, tax, estate, and equity compensation.
  • Proficiency with eMoney and/or RightCapital.
  • Active use of AI tools.
  • Ability to follow through reliably on client commitments.
  • Ability to communicate clearly and build client trust.
  • Series 65 or equivalent and a clean U4.
Responsibilities
  • Serve as the primary point of contact for 100–125 affluent households, handling service requests, account updates, money movement, and day-to-day questions.
  • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies.
  • Own the full client meeting cycle, including preparation, attendance, notes, and follow-up.
  • Build relationships so clients come to the advisor first.
  • Prepare planning analyses, portfolio reviews, and scenario modeling, including Roth conversions and distribution strategies, for advisor review.
  • Maintain accurate CRM records and workflows across Farther’s platform and planning software.
  • Coordinate with centralized operations and investment teams for trade execution and compliance support.
  • Use AI tools and Farther’s platform to work efficiently and scale service quality.
Desired Qualifications
  • Background in a paraplanner, service advisor, or associate advisor role at an RIA.
  • Experience with high-net-worth or ultra-high-net-worth clients.
  • Familiarity with Farther’s platform or similar modern wealth technology stacks.
  • Additional designations such as ChFC, CLU, or CDFA.
  • Experience in team-based advisory models.

About the company

F

Farther

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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, California

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • Farther added 29 advisors in Q1 2025 and 27 more in Q2 2025.
  • Asset pipeline exceeded $13 billion by August 2025, signaling strong recruiting momentum.
  • Taylor Matthews said Farther reached 646 employees by July 31, 2026, sustaining expansion.

What critics are saying

  • Edelman sued former Farther advisor John Carey in March 2025 for client poaching.
  • Farther rejects non-solicits, inviting expensive advisor raids and nonstop client portability fights.
  • Its services-heavy model needs relentless recruiting; AUM growth stalls if advisor inflows slow.

What makes Farther unique

  • Farther launched Family Office on April 9, 2026, targeting UHNW complexity without minimums.
  • Its advisor platform combines proprietary technology, multi-custody operations, and bespoke planning workflows.
  • SignalPoint’s January 2025 partnership showed Farther can absorb $650 million RIAs quickly.

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Benefits

  • Flexible Work Hours

Growth & Insights and Company News

6 month growth

1%

1 year growth

2%

2 year growth

0%
Custom Map Poster
Oct 24th, 2026
How veteran RIA CEO Casey Bear is revolutionizing Wealth Management with Farther | $225M AUM (2026).

How veteran RIA CEO Casey Bear is revolutionizing Wealth Management with Farther | $225M AUM (2026). Farther, a financial platform, has bolstered its ranks with the addition of Casey Bear, a seasoned veteran in the billion-dollar RIA space. With $225 million in client assets and 13 years of RIA CEO experience under his belt, Bear brings a unique blend of legal expertise, collegiate athletics, and a disciplined, results-driven approach to Farther's advisory team. What makes Bear's appointment particularly intriguing is his background in building a billion-dollar AUM firm, Cranbrook Wealth Management. Here, he honed a bespoke advisory model, seamlessly coordinating with estate lawyers, accountants, and investment bankers to address clients' intricate financial needs. This experience, coupled with his legal training and athletic background, has shaped his client-centric, results-oriented style. Bear's decision to join Farther is driven by the platform's ability to streamline administrative tasks while providing the operational empowerment he needs to cater to his clients' complex wealth management requirements. With a deliberate focus on a smaller, more personalized client base, Bear can offer tailored attention and a high level of service. Farther's Intelligent Wealth Platform, which includes tax loss harvesting, automatic portfolio rebalancing, sophisticated asset location strategies, and personalized investment exclusions, further enhances Bear's ability to deliver a customized experience. This platform is designed to improve client outcomes by providing a comprehensive view of their financial picture, thereby enhancing transparency and coordination. "The addition of Casey Bear to our team is a testament to Farther's commitment to delivering exceptional service and tailored solutions to our clients," said Bailey, VP, Head of Growth at Farther. "Casey's approach to the client experience aligns perfectly with our operating model, where high-touch service meets investment sophistication, and technology enables us to provide a personalized experience at scale." In my opinion, Bear's appointment is a strategic move by Farther to enhance its advisory services and client experience. His blend of expertise and approach to wealth management is a refreshing take on the industry, emphasizing personalized attention and a results-driven mindset. As Farther continues to expand its platform, Bear's leadership and vision will undoubtedly contribute to its success in the competitive financial advisory space. References. Top Articles Article information Last Updated: 2026-10-24T14:58:16+07:00 Views: 5775 Rating: 4 / 5 (61 voted) Name: Kimberely Baumbach CPA Birthday: 1996-01-14 Address: 8381 Boyce Course, Imeldachester, ND 74681 Phone: +3571286597580 Job: Product Banking Analyst Hobby: Cosplaying, Inline skating, Amateur radio, Baton twirling, Mountaineering, Flying, Archery Introduction: My name is Kimberely Baumbach CPA, I am a gorgeous, bright, charming, encouraging, zealous, lively, good person who loves writing and wants to share my knowledge and understanding with you.

Yahoo Finance
May 21st, 2026
Farther Raises $150M In Series D Led by General Atlantic

The fundraising round is Farther’s second in less than a year as it continues to try and recruit advisors to its homegrown wealth platform.

Axios
May 20th, 2026
Wealth-tech startup Farther raises $150M Series D led by General Atlantic

Farther Finance, an AI-enabled wealth management firm for financial advisers, has raised $150 million in Series D funding led by General Atlantic, CEO Taylor Matthews told Axios exclusively. The investment highlights how artificial intelligence has renewed venture capital interest in wealth management firms, a sector previously considered too services-heavy to deliver strong venture returns. AI capabilities are now making these businesses more attractive to investors seeking scalable technology-driven solutions in financial services.

National Today
Apr 19th, 2026
Farther Finance Advisors boosts Dominion Energy stake 91% to $3.08M

Farther Finance Advisors has increased its stake in Dominion Energy by 91% during the fourth quarter, according to a recent SEC filing. The institutional investor now owns 52,486 shares of the utilities provider, valued at $3.08 million. The firm acquired an additional 25,010 shares during the quarter. Dominion Energy's share price has ranged from $51.42 to $67.57 over the past 52 weeks, closing at $62.38 on Friday. The investment move reflects growing institutional confidence in Dominion Energy, one of the largest regulated utility companies in the United States. The company's diverse energy portfolio includes nuclear, natural gas and renewable sources, positioning it as an attractive long-term investment during the transition to cleaner energy.

WealthTech Strategy
Apr 10th, 2026
Farther launches multi-family office, setting a new standard for generational wealth management.

Farther launches multi-family office, setting a new standard for generational wealth management. * Farther has officially launched a dedicated multi-family office to provide specialized wealth management services for ultra-high-net-worth families. * The new offering integrates the firm's proprietary technology platform with bespoke advisory solutions to manage complex financial structures. * The multi-family office focuses on generational wealth transfer, estate planning, and sophisticated tax optimization strategies. * Families gain access to real-time reporting and visibility across diverse and illiquid asset classes through a centralized digital interface. * This expansion is designed to bridge the gap between traditional family office services and modern, tech-enabled wealth management. * Farther's approach incorporates philanthropic planning and family governance to ensure the long-term preservation of family legacies. * The launch follows a period of significant institutional growth and increasing demand for integrated, high-touch financial services. Knote: It's not exactly in its Family Office as-a-Service theme, but close. And if WealthTech Strategy Partners LLC know Farther, they are going to make extensive use of technology to create at least a semi-scaled product for the advisor.