---
title: 'Client Experience Associate, Advisor Dedicated at Farther'
canonical: 'https://feeny.ai/job/client-experience-associate-advisor-dedicated-farther-irving-2y01ypwf18e1'
type: 'job'
last_seen: '2026-09-04'
---

# Client Experience Associate, Advisor Dedicated at Farther

- **Company:** Farther
- **Location:** Irving, TX
- **Work type:** hybrid
- **Posted:** 2026-08-13
- **Last confirmed live:** 2026-09-04
- **Apply:** https://job-boards.greenhouse.io/fartherfinance/jobs/4720474005

## Job description

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

This is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice — owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role — it's built for someone who wants to own this seat and get really good at managing the client relationship process.

## Your Impact

- Serve as the primary point of contact for day-to-day client needs — monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment
- Facilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required
- Proactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution
- Own meeting prep and follow-up — maintaining meeting planners as living documents and making sure nothing falls through the cracks
- Coordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers
- Ensure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule
- Handle the majority of client matters independently when the advisor is out of office

The Ideal Match

- 4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice
- Strong communication skills paired with calm, sound judgment under pressure
- Experience with custodial platforms, trading/rebalancing tools, and CRM systems
- Highly organized, with exceptional attention to detail and follow-through
- Comfortable operating with autonomy and trusted to make day-to-day judgment calls
- Genuinely looking for a long-term home in this seat — not a stepping stone toward becoming an advisor or a people manager

Bonus Points

- Former CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising
- Hands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms
- A genuine passion for building efficient, repeatable operational processes

## 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

Ready to disrupt wealth management? Let's talk!

## About Farther

## Company Overview
- **One-liner**: Farther is an intelligent wealth management platform that combines proprietary technology with expert financial advisor guidance to unlock greater wealth for clients.
- **Entity Type**: Private (Series C, $118M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Brad Genser (Co-Founder & CTO), Taylor Matthews (Co-Founder & CEO)

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: High-net-worth individuals (B2C) and financial advisors (B2B); serves both clients directly and partners with wealth managers.
- **Mission or purpose**: To build the future of wealth management by marrying cutting-edge technology with human expertise, delivering a seamless, tax-intelligent, and personalized wealth experience.

## Products & Services
- **Intelligent Wealth Platform**: A proprietary, all-in-one wealth management platform that provides tax-intelligent solutions, access to private markets, portfolio customization, cash management, centralized document hub, and streamlined collaboration between clients, advisors, CPAs, and attorneys. (SaaS / Platform)
- **Farther Asset Management**: In-house investment products and managed portfolios, alongside offerings from BlackRock, Vanguard, and Fidelity.
- **Wealth Advisory Services**: Personalized financial planning and investment management delivered by experienced advisors powered by the platform.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: $23B in recruited assets (as of May 2026, proprietary data) [farther.com](https://www.farther.com/); annual revenue of $13.1M (LinkedIn estimate) [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Total Funding**: $118M across multiple rounds, including a $72M Series C led by Viewpoint Ventures and CapitalG (Google’s growth fund) in October 2024 [linkedin.com](https://www.linkedin.com/company/fartherfinance)
- **Notable Investors/Partners**: Lightspeed Venture Partners, Viewpoint Ventures, CapitalG
- **Growth Signals**: Named #1 fastest-growing financial services firm in the US by Inc. 5000 (2025) with 11,968% revenue growth over three years; 358 employees (+65.1% YoY); over 200 wealth managers and 19,000+ clients; acquired SignalPoint Asset Management in January 2025; opened offices in San Francisco, Dallas, and Irving [farther.com](https://www.farther.com/) | [linkedin.com](https://www.linkedin.com/company/fartherfinance) | [builtin.com](https://builtin.com/company/farther)

## Competitive Advantages
- **Proprietary technology**: A custom-built Intelligent Wealth Platform that eliminates the pain points of legacy systems — offering tax optimization, automated data reconciliation, and execution intelligence.
- **Advisor-centric model**: Frees advisors from administrative burdens (90% of advisor time spent on client wealth-building, not admin) to focus on strategic guidance, leading to 3x organic advisor growth vs. industry average [farther.com](https://www.farther.com/).
- **Tax-intelligent investing**: Built-in tax optimization that aims to improve after-tax returns by ~1-3%.
- **Access to private markets**: Curated alternative investments typically unavailable to individual investors.

## Strategic Focus
- **Scaling the advisor network**: Actively recruiting wealth advisors and expanding remote/hybrid teams across the US.
- **Technology leadership**: Continuing to invest in AI-native data platform, mobile engineering, and product design to enhance the platform’s intelligence and user experience.
- **Product expansion**: Growing Farther Asset Management and adding new investment products, including quantitative portfolio management.
- **M&A**: Pursuing strategic acquisitions (e.g., SignalPoint Asset Management) to accelerate growth and capabilities.

## Why Work Here
- **Culture**: Collaborative, innovation-driven environment with a focus on raising the bar in client experience. Values include collaboration, innovation, and integrity [farther.com](https://www.farther.com/about-us).
- **Work model**: Hybrid and remote options available depending on role. Offices in New York (HQ), San Francisco, Dallas, and Irving, Texas. Flexible on-site expectations [builtin.com](https://builtin.com/company/farther).
- **Growth and impact**: Rapidly scaling company (#1 fastest-growing financial services firm) offering significant career advancement opportunities. 43 open positions as of mid-2026 across engineering, design, wealth management, marketing, compliance, and more [greenhouse.io](https://boards.greenhouse.io/fartherfinance).
- **Engineering culture**: Strong emphasis on proprietary technology; product + tech team of ~60 employees. Roles include AI-native data platform engineers, senior/staff software engineers, and mobile engineers working on cutting-edge fintech.
- **Perks**: Not explicitly detailed in search results, but the company highlights top-tier talent, executive coaching, and performance management as part of the employee experience.

## Sources
1. [farther.com](https://www.farther.com/) – Company homepage and platform details
2. [farther.com/about-us](https://www.farther.com/about-us) – Leadership, mission, and culture
3. [linkedin.com](https://www.linkedin.com/company/fartherfinance) – LinkedIn company page (financials, funding, headcount, acquisitions)
4. [builtin.com](https://builtin.com/company/farther) – Built In profile (offices, perks, employee count)
5. [greenhouse.io](https://boards.greenhouse.io/fartherfinance) – Careers page (open roles, departments)

## Other roles at Farther

- [Accounting Associate](https://feeny.ai/job/accounting-associate-farther-irving-3f3p0d12wmmx) — Irving, TX
- [RFP & Project Specialist – Institutional Advisory](https://feeny.ai/job/rfp-project-specialist-institutional-advisory-farther-location-gx1nq8djv23d) — Location
- [BD Specialist – Institutional Sales & Outreach](https://feeny.ai/job/bd-specialist-institutional-sales-outreach-farther-remote-pp25p19y63fn)
- [Senior Manager, Data Engineering](https://feeny.ai/job/senior-manager-data-engineering-farther-new-york-e57q6dvf3vrj) — New York, NY
- [Director, Investment Strategy](https://feeny.ai/job/director-investment-strategy-farther-new-york-j1p5pr6wm6nw) — New York, NY
- [Advisor Marketing Manager](https://feeny.ai/job/advisor-marketing-manager-farther-irving-m5fs0cm9g6t2) — Irving, TX
- [Marketing Manager, Multimedia Producer](https://feeny.ai/job/marketing-manager-multimedia-producer-farther-new-york-ny-or-dallas-fxygaympp3wv) — New York NY OR Dallas, TX
- [AVP, Wealth Advisor](https://feeny.ai/job/avp-wealth-advisor-farther-remote-qgaqs7y49d5k)
- [Wealth Advisory - Relationship Manager](https://feeny.ai/job/wealth-advisory-relationship-manager-farther-austin-zw4vc2fw5mr4) — Austin, TX
- [Senior Talent Partner (Advisor Practice)](https://feeny.ai/job/senior-talent-partner-advisor-practice-farther-new-york-aa1a0ya4tdxe) — New York, NY