Jobs at Farther Finance

Senior Software Engineer, Test Infrastructure at Farther Finance. This role focuses on building systems to ensure the TypeScript codebase is fast, trustworthy, and safe to ship. Responsibilities include developer experience, designing tools, frameworks, platform work, and CI/CD pipelines.

Senior Client Experience Associate at Farther Finance, a hybrid role focused on delivering a world-class wealth management experience. Responsibilities include acting as a key relationship manager for advisors and clients, assisting with account opening and transfers, and monitoring client accounts.

The Client Transitions Associate at Farther Finance is responsible for executing the end-to-end client transition process, including new account openings, account transfers, and asset movements. This role involves coordinating with external partners, managing a transition pipeline, and serving as a primary point of contact for clients during the transition phase.

The Marketing Associate at Farther Finance will act as a marketing partner for financial advisors, understanding their goals and managing projects to deliver tailored wealth management solutions. This role involves direct engagement with advisors, project management, custom material development, and content creation for digital channels.

Advisor Experience Associate at Farther Finance, a hybrid role focused on providing operational, scheduling, and execution support to Advisor Experience Managers. This position involves serving as an internal project manager for advisor transitions, coordinating workflows, and ensuring seamless advisor experiences.

Senior Software Engineers at Farther Finance will solve business problems across the entire tech stack, understanding business objectives, ideating solutions, and delivering end-to-end. The role emphasizes deep technical expertise, high horsepower for context-switching, and a track record of success. Engineers will have autonomy and ownership, making technical decisions and being measured by results, with an expectation to leverage AI tools throughout the development lifecycle.

Staff Software Engineers at Farther Finance will be technical leaders responsible for shaping software development, driving architecture decisions, and tackling complex challenges. They will guide other engineers while remaining hands-on, owning major architectural decisions, establishing engineering standards, and being accountable for technical outcomes. A key expectation is championing AI adoption to accelerate development and improve team effectiveness.

Farther Finance is hiring a Financial Wealth Advisor for their Focus Team. This role is for experienced advisors looking to scale their practices with enhanced technology, support, and market access. The Focus Team provides infrastructure and collaborative resources to help advisors grow their client base.

Senior Wealth Advisor for Ultra High Net Worth clients at Farther Finance. This role focuses on delivering high-touch, concierge-level advisory services using the company's technology stack. Responsibilities include advising on complex financial situations, estate planning, tax optimization, philanthropic giving, and intergenerational wealth transfer.

Relationship Manager & Servicing Advisor at Farther Finance, a remote role focused on serving an existing book of 100-125 affluent households. Responsibilities include handling service requests, account updates, money movement, and client questions, as well as delivering comprehensive financial planning and managing the full client meeting cycle.

Relationship Manager & Servicing Advisor at Farther Finance, a remote role focused on serving an existing book of 100-125 affluent households. Responsibilities include handling service requests, account updates, money movement, and client questions, as well as delivering comprehensive financial planning and managing the full client meeting cycle.

As an AI-Native Data Platform Engineer at Farther Finance, you will design and own the data foundations for financial AI systems. This involves building the ontology, data contracts, and reconciliation frameworks for custodial data pipelines, canonical financial models, and AI-ready schemas.

Staff Product Designer specializing in investment products at Farther Finance. This role focuses on shaping end-to-end user experiences for wealth advisors and client-facing tools, translating complex financial systems into intuitive interfaces. The designer will drive product design from discovery through execution, collaborating with product, engineering, and research teams.

This is a mid-level Relationship Manager role at Farther Finance, a wealth advisory firm. The Relationship Manager will be the primary point of contact for clients, managing day-to-day interactions, tracking life events, and serving as a liaison between clients and the service team. The role focuses on building client relationships and ensuring a high-touch service experience, with no business development responsibilities.

Director of Investment Strategy at Farther Finance, a hybrid role serving as a senior subject matter expert for advisors. Responsibilities include complex investment analysis, model building, strategic asset allocation, and cross-functional technology development.

The Client Experience Associate, Advisor Dedicated at Farther Finance is a hybrid role focused on providing dedicated support to a financial advisor. This position involves managing the full client service lifecycle, acting as the primary point of contact for daily client needs, and facilitating financial transactions while escalating complex issues.

This is a Business Development Specialist role focused on Institutional Sales & Outreach at Farther Finance. The position involves high-volume outbound calling to executive leaders and board members at nonprofits, foundations, and endowments to build rapport and schedule meetings for the sales team.

Accounting Associate at Farther Finance responsible for managing accounts payable, including processing vendor invoices and employee reimbursements in Ramp. This role also involves participating in month-end close processes and contributing to process improvements and system optimizations.

Client Experience Associate at Farther Finance, a hybrid role focused on delivering a world-class wealth management experience. Responsibilities include executing financial operations for advisor and client onboarding, managing ongoing requests, and acting as a key relationship manager for advisors and clients.

Client Relationship Associate at Farther Finance in Destin, Florida. This is a full-time, hourly role focused on supporting an advisor by managing their calendar, handling client requests, and coordinating paperwork. The role offers growth potential into a licensed Relationship Manager.

This is a Business Development Specialist role at Farther Finance, focused on Association Sales & Outreach. The role involves making a high volume of calls and emails to condo and HOA boards to qualify leads and book meetings for the Director of Institutional. The specialist will also build rapport, log activities in HubSpot, and collaborate on target lists.

Billing Associate at Farther Finance responsible for the end-to-end execution of billing cycles for advisory clients. This role involves custodian uploads, fee analysis, adjustment processing, and supporting advisors and internal stakeholders with billing matters.

AVP, Wealth Advisor at Farther Finance is a remote executive role focused on client relationship management and financial planning. The role involves serving existing and prospective clients across various financial planning disciplines, supporting senior advisors, and prospecting for new clients.

Financial Wealth Advisor at Farther Finance, a remote role. This position involves managing and growing a book of business by delivering comprehensive wealth management services, including investments, retirement planning, and estate planning. The role offers a modern platform and support structure to scale existing client relationships.

Relationship Manager & Servicing Advisor at Farther Finance, a remote role focused on serving an existing book of 100-125 affluent households. Responsibilities include handling service requests, account updates, money movement, and client questions, as well as delivering comprehensive financial planning and managing the full client meeting cycle.

This is a senior Wealth Advisor role at Farther Finance, focusing on ultra-high-net-worth clients. The advisor will leverage the company's technology stack to provide high-touch, concierge-level wealth management, including estate planning, tax optimization, and philanthropic advising.

Senior Frontend Engineer at Farther Finance focused on Conversational & Gen UI. This role involves building the framework and the AI assistant itself, designing the system that dictates interface composition and guardrails, and negotiating wire contracts with the backend team.

Associate Vice President, Focus Team - Wealth Advisor at Farther Finance is a producing advisor role focused on building a book of business. The role provides infrastructure, specialized knowledge, and market access to help advisors serve clients and grow their practice.