Client Relationship Associate

Farther Finance, LLC; United States; Sur place; USD 28 000 - 39 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Résumé du poste

Farther Finance, LLC in Destin, FL seeks a Client Relationship Associate to be the advisor's right hand, managing the calendar, client requests, paperwork, and follow-through so the advisor can focus on planning and advice. This is a full-time, hourly role with a runway to become a licensed Relationship Manager as credentials grow.

You will be the first point of contact for clients and prospects, coordinate onboarding, and support money movement with custodians and the Client Experience team.

Qualifications

• 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
• Highly organized and self-directed — owns the details and gets things done
• Warm, professional communicator who can welcome clients in person and represent the advisor
• Proficient with CRMs and custodian platforms and quick to learn new tech

Responsabilités

• Keep the advisor's calendar, inbox, and to-do list running smoothly — flag what needs attention
• Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings
• Prep for client meetings (reports, statements, notes), sit in when needed, and ensure follow-ups
• Coordinate onboarding, account paperwork, transfers, and money movement with custodians and the Client Experience team
• Keep CRM and client records clean and current, spotting issues or opportunities early

Connaissances

Calendar management

Client-facing support

CRM proficiency

Attention to detail

Communication skills

Outils

CRM software

Custodian platforms

Description du poste

Company Description

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.

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. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.

Your Impact

- 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

The Ideal Match

- 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)

- Seriously organized and self-directed — you own the details and get things done without being chased

- A warm, professional communicator who's comfortable welcoming clients in person and representing the advisor

- Comfortable in CRMs and custodial platforms, and quick to pick up new tech

- Able to work on-site in our Destin, FL office

Bonus Points

- SIE, Series 65/66, or other industry licenses (or the drive to earn them)

- Hands-on experience with account transfers, money movement, or portfolio rebalancing

- Roots in the Emerald Coast community

Why Join Us

- Competitive comp package that rewards impact

- Work alongside some of the brightest minds in fintech

- Ground-floor opportunity at a fast-scaling startup

- Chart your own growth path as we expand

- Full health benefits + 401(k) matching & Roth IRA options

- Unlimited PTO