Wealth Management Associate
Farther(4 days ago)
About this role
Farther is a rapidly growing wealth management firm that combines expert advisors with advanced technology to deliver personalized services to high-net-worth clients. The company values innovation, operational excellence, and a collaborative culture, aiming to redefine the future of wealth management.
Required Skills
- PowerPoint
- Excel
- CRM
- Financial Planning
- Portfolio Management
- Client Service
- Operations
- Wealth Management
- Fidelity
- Charles Schwab
About Farther
farther.comFarther 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.
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