Financial Services, Fintech, Wealth Management

Client Relationship Associate

Site - Destin, FLOnsiteFull TimePosted 1 month agoVisa sponsorship available

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Required skills

client-facing support
financial services
RIA
wealth management
banking
insurance
organized
self-directed
professional communicator
CRM

Nice to have

SIE
Series 65
Series 66
account transfers
money movement
portfolio rebalancing

Role summary

A growing advisory practice in Destin, FL is seeking a Client Relationship Associate to support their advisor. This full-time, hourly role involves managing the advisor's calendar, inbox, and client communications, as well as coordinating onboarding, account paperwork, and CRM updates. The ideal candidate has 2+ years of client-facing support experience in financial services, strong organizational skills, and comfort with CRMs and custodial platforms. Opportunities exist to grow into a licensed Relationship Manager. The company offers a competitive compensation package, health benefits, 401(k) matching, and unlimited PTO.

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

Ready to disrupt wealth management? Let's talk!

Ready to apply?

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