Contract

Temporary CX Associate

Posted on 10/7/2025

Farther

Farther

501-1,000 employees

Personalized wealth management with data-driven guidance

No salary listed

Irving, TX, USA

Hybrid

Category
Customer Experience & Support (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Experience in financial services, client documentation, or compliance support strongly preferred.
  • Proficient in Excel and document management systems.
  • Familiarity with platforms like DocuSign, Schwab DocuSign, HelloSign, etc., is a plus.
  • Highly organized, able to manage deadlines, and detail-oriented.
  • Comfortable working in a fast-paced environment under a hard deadline.
  • Contract Type: Temporary (1099 or agency-sourced contractor)
  • Work Environment: On-site presence required (Dallas/Irving)
  • Deadline: Project must be fully completed by December 31, 2025
Responsibilities
  • Assist with a time-sensitive documentation compliance project.
  • Work closely with internal Client Experience (CX) team and advisor leadership to complete the project.
  • Project will be executed in 4 structured phases.
Desired Qualifications
  • Familiarity with DocuSign, Schwab DocuSign, HelloSign, etc., is a plus.

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

Series C

Total Funding

$118M

Headquarters

New York City, New York

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Secured $72M Series C from CapitalG in 2025 to expand advisor network.
  • Hired CIO Nick Panitsas in Q1 2025, growing AUM to nearly $6B.
  • Added 29 premier advisors nationwide in Q1 2025, boosting recruitment momentum.

What critics are saying

  • Lawsuits from wirehouse non-competes cause advisor defections and $10M+ costs.
  • Wealthspire erodes multi-family office share with proven UHNW governance.
  • Dominion Energy stake wipes 20-30% of holdings in utility sector meltdown.

What makes Farther unique

  • Proprietary AI platform automates admin tasks, freeing advisors for client strategy.
  • Launched multi-family office in 2025 led by ex-Goldman advisor Ben Seidenstein.
  • Integrates human expertise with predictive tech for holistic wealth generation.

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Benefits

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

4%

2 year growth

0%
WealthTech Strategy Partners
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.

Yahoo Finance
Apr 9th, 2026
Farther launches family office division, hires ex-Goldman advisor who managed $1.5B

Farther, a New York-based registered investment adviser, has launched a multi-family office division for ultra-high-net-worth families. The firm has hired Ben Seidenstein, former Goldman Sachs private wealth adviser who managed $1.5 billion in assets over 13 years, to lead the new unit as global head. The family office will have no minimum asset requirements, targeting entrepreneurs and builders who may experience large asset gains from liquidity events. Seidenstein said the division will differentiate itself through Farther's artificial intelligence-driven platform, avoiding the product allegiances that create conflicts at traditional institutions. Founded in 2019, Farther has grown to more than $15 billion in assets under management. The move follows similar family office launches by other large RIAs, including Summit Wealth Group and Wealthspire, capitalising on anticipated generational wealth transfers.

ETF Daily News
Oct 5th, 2025
PFG Investments LLC Takes $373,000 Position in Angel Oak High Yield Opportunities ETF $AOHY

Farther Finance Advisors LLC acquired a new stake in Angel Oak High Yield Opportunities ETF in the second quarter valued at $35,000.

ETF Daily News
Sep 24th, 2025
Farther Finance Advisors LLC Purchases 9,392 Shares of iShares Core MSCI Europe ETF $IEUR

Farther Finance Advisors LLC's holdings in iShares Core MSCI Europe ETF were worth $1,325,000 at the end of the most recent reporting period.

Slater Sentinel
Apr 3rd, 2025
Tempus AI, Inc. (NASDAQ:TEM) Director Wayne A.I. Frederick Sells 3,000 Shares of Stock

Farther Finance Advisors LLC purchased a new stake in Tempus AI in the fourth quarter valued at approximately $34,000.

INACTIVE