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
You'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. This is a hands-on, client-facing support role where you own the day-to-day — keeping the calendar running, clients taken care of, and your advisor free to focus on growing the business.
If you're organized, proactive, great on the phone, and love the details, this role was built for you.
Your Impact
Manage the advisor's calendar and coordinate client appointments end-to-end
Serve as the first point of contact for incoming client calls — screen, respond, and resolve where you can
Liaison between the advisor and Farther's centralized service team, tracking open items and keeping things moving
Handle account administration: document uploads, client onboarding, service requests, and platform questions
Maintain a meticulous CRM — client records, activity logs, and follow-up items always current