Client Experience Associate, Advisor Growth

Farther

1 year ago

4.6 on Glassdoor

Remote

Full Time

Junior

1 applicant

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About this role

The Client Experience Associate at Farther is a front-line member of the Lead Generation team who represents the firm to prospective clients and helps connect them with wealth advisors. This role sits on a rapidly scaling RIA backed by top-tier investors and offers a ground-floor opportunity to grow with a team prioritized by executive leadership. The position supports Farther’s expansion as the firm manages over $3 billion in assets and was recently named to the 2024 Fintech Innovation 50.

Skills

About Farther

farther.com

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.