Advisor Experience Associate at Farther

Dallas, Texas, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FintechIndustries

Requirements

2 years of experience in operations, project coordination, or client services (financial services experience preferred)
Exceptional organizational skills and meticulous attention to detail
Strong project management capabilities with ability to track multiple workflows simultaneously
Experience coordinating across multiple departments and stakeholders
Proficiency with project management tools, CRM systems, and task management platforms
Excellent written and verbal communication skills
Self-starter who takes ownership of responsibilities and follows through consistently
Ability to work efficiently in a fast-paced environment with competing priorities
Comfortable with technology and quick to learn new systems

Responsibilities

Provide comprehensive operational and project management support to Advisor Experience Managers
Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows
Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery
Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness
Document and track all task-level progress through Farther's internal portal
Support technology setup and reporting documentation for Farther executives
Assist with resource planning and workload balancing across Advisor Experience Managers
Maintain task dashboards and status tracking in near real-time
Prepare Pre-Day-One Operations Checklist completion reports
Generate weekly advisor readiness status and issue-tracking summaries
Ensure 98% of project tasks are completed within SLA with zero missed critical milestones

Skills

Project Management

Task Management

Workflow Coordination

Compliance Documentation

Internal Liaison

Operations Support

Scheduling

Documentation

Technology Setup

Reporting

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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