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Farther is a rapidly growing RIA (Registered Investment Advisor) combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management. The company was founded by leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production, and is backed by top-tier venture capital and fintech investors.
As Client Relationship Associate at the Destin office, you will be the advisor's right hand and the primary in-office presence. This is a full-time, hourly role with a clear growth path toward becoming a licensed Relationship Manager as your skills and credentials develop.
Key responsibilities include:
- Managing the advisor's calendar, inbox, and to-do list; flagging urgent items and routing others appropriately
- Serving as the first point of contact for clients and prospects: answering calls and emails, scheduling meetings, and screening new inquiries
- Preparing for client meetings by gathering reports, statements, and notes; attending meetings as needed; ensuring all follow-ups are completed
- Coordinating account onboarding, paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Maintaining clean and current CRM and client records; identifying issues or opportunities before they escalate
You will work in a collaborative environment of entrepreneurs passionate about helping clients and teammates succeed. The role offers a ground-floor opportunity at a fast-scaling fintech startup with room to grow.
Requirements:
- 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
- Seriously organized and self-directed; you own details and follow through without being chased
- Warm, professional communicator comfortable welcoming clients in person and representing the advisor
- Comfortable with CRMs and custodial platforms; quick to learn new technology
- Able to work on-site in the Destin, FL office
Bonus qualifications:
- SIE, Series 65/66, or other industry licenses (or willingness to earn them)
- Hands-on experience with account transfers, money movement, or portfolio rebalancing
- Roots in the Emerald Coast community
