Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
About the role
Our Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast — and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest
- Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries
- Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done
- Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Keep CRM and client records clean and current, and spot issues or opportunities before they become fires
More about this role
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Our Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast — and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with...
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