Investment Strategy Specialist

Farther

3 months ago

4.6 on Glassdoor

Dallas, TX

Hybrid

Full Time

Medior

0 applicants

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About this role

An Investment Strategy Specialist at Farther supports financial advisors and contributes to the evolution of the firm's investment capabilities within a fast-scaling RIA. The role operates at the intersection of trading, product development, customer service, and investment strategy and offers strong growth opportunities in modern wealth management.

Skills

Qualifications

Bachelor's Degree in Finance, Economics, or Related FieldSeries 65 or Series 66

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.