Client Experience Associate, Advisor Dedicated
Job Location:
Irving, TX - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
This is a high-trust high-autonomy role built to give one of our advisors a true right hand. Youll 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 isnt a stepping stone to becoming an advisor or a people manager and it isnt a sales or prospecting role its built for someone who wants to own this seat and get really good at managing the client relationship process.
Your Impact
- Serve as the primary point of contact for day-to-day client needs monitoring the advisors email and voicemail daily and responding with professionalism clarity and calm judgment
- Facilitate money movement distributions trades and rebalancing actions escalating when tax or planning judgment is required
- Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
- Own meeting prep and follow-up maintaining meeting planners as living documents and making sure nothing falls through the cracks
- Coordinate paperwork and workflows across custodian platforms DocuSign or paper processes based on what each client prefers
- Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
- Handle the majority of client matters independently when the advisor is out of office
The Ideal Match
- 4 years of client-facing experience in wealth management including ownership of the full client lifecycle within a boutique or independent advisory practice
- Strong communication skills paired with calm sound judgment under pressure
- Experience with custodial platforms trading/rebalancing tools and CRM systems
- Highly organized with exceptional attention to detail and follow-through
- Comfortable operating with autonomy and trusted to make day-to-day judgment calls
- Genuinely looking for a long-term home in this seat not a stepping stone toward becoming an advisor or a people manager
Bonus Points
- Former CFP-track professional whos realized theyre happiest owning execution and client care rather than prospecting or advising
- Hands-on experience with tools like 55ip Ramp or similar portfolio trading or expense platforms
- A genuine passion for building efficient repeatable operational processes
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
Ready to disrupt wealth management Lets talk!
Required Experience:
IC
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
