Client Relationship Associate: Path to Licensed RM (Destin)

Farther Finance, LLC; United States; On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

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

Responsibilities

• 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

Skills

Calendar management

Client-facing support

CRM proficiency

Attention to detail

Communication skills

Tools

CRM software

Custodian platforms

Job description

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.