Wealth Management Associate
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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
Farther Finance Advisors is building the future of wealth management for high-net-worth families executives and entrepreneurs. Were looking for a sharp motivated Associate to support three senior Managing Directors and their client service operations in delivering an exceptional client experience.
This is a high-impact support role that sits at the center of advisor operations. Youll handle meeting preparation client follow-up portfolio materials financial planning coordination and business development support. Youll work behind the scenes to ensure our advisors can focus on what they do best serving clients while you ensure every detail is executed flawlessly. This role is ideal for someone who thrives on operational excellence and seeks comprehensive exposure to wealth management operations.
Your Impact
- Support three senior Managing Directors by managing meeting preparation follow-up and operational tasks
- Prepare comprehensive client meeting materials including agendas financial plan updates (coordinating with internal planning team) portfolio reviews and quarterly reports
- Execute post-meeting workflows by reviewing AI notes managing task lists and drafting client recap emails
- Respond to day-to-day client requests and complete first-pass plan adjustments under advisor guidance
- Coordinate with internal teams (Client Service Managers financial planning estate planning investment strategy) to ensure seamless execution
- Support business development by analyzing prospects portfolios preparing proposals and assisting with marketing event logistics
- Maintain accurate CRM records and documentation
- Identify and implement process improvements to enhance team efficiency
The Ideal Match
- 25 years of experience in financial services operations client service or administrative support roles
- Strong written and verbal communication skills with exceptional attention to detail
- Highly organized with the ability to manage multiple priorities and competing deadlines
- Familiarity with financial planning tools CRMs and custodial platforms (Charles Schwab/Fidelity preferred)
- Proficiency in PowerPoint and Excel
- Proactive solutions-oriented mindset with genuine excitement to learn about wealth management operations
Bonus Points
- Interest in pursuing CFP or CFA (well support your professional development)
- Experience supporting multiple executives or advisors in a fast-paced environment
- Prior exposure to high-net-worth client operations
- Background working with financial planning or portfolio management workflows
- Experience with Salesforce or similar CRM platforms
Why Join Us
- Competitive compensation package that rewards impact
- Gain comprehensive exposure to wealth management operations while working with top-tier advisors
- Ground-floor opportunity at a fast-scaling startup
- Clear growth path many of our Associates advance to client-facing advisor roles or operational leadership
- Full health benefits 401(k) matching & Roth IRA options
- Professional development support (including CFP coursework if desired)
- Unlimited PTO
- Work with cutting-edge technology that transforms how wealth management gets done
Ready to disrupt wealth management Lets talk!
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
