Financial Services, Fintech, Wealth Management

Client Experience Associate, Advisor Dedicated

Irving, TXHybridFull TimePosted 2 months agoVisa sponsorship available

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Required skills

client-facing experience
wealth management
client lifecycle
boutique advisory practice
independent advisory practice
custodial platforms
trading tools
rebalancing tools
CRM systems
follow-through

Nice to have

CFP-track
portfolio platforms
trading platforms
expense platforms
55ip
Ramp

Role summary

This high-trust, high-autonomy Client Experience Associate role serves as the dedicated right hand to a wealth management advisor, owning the full client service lifecycle except for client meetings. The position focuses on managing day-to-day client needs, facilitating financial transactions, monitoring alerts, preparing for and following up on client meetings, and coordinating paperwork. The ideal candidate has 4+ years of client-facing experience in wealth management, strong communication skills, sound judgment, and experience with custodial platforms, trading/rebalancing tools, and CRM systems. This role is for someone seeking a long-term position focused on operational excellence and client relationship management within a fast-scaling fintech startup.

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!

Ready to apply?

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