Advisor Experience Associate

The role

You will provide operational, scheduling, and execution support to Advisor Experience Managers. You will serve as an internal project manager to coordinate workflows, departmental handoffs, and resources for advisor transitions.

What you will do

• Provide operational and project management support to Advisor Experience Managers
• Maintain and update advisor timelines, tasks, and dependencies in task management workflows
• Liaise with internal departments to deliver required deliverables pre- and post-Discovery
• Route and verify compliance documentation prior to submission
• Document and track task-level progress through the internal portal
• Support technology setup and reporting documentation for executives
• Assist with resource planning and workload balancing
• Maintain task dashboards and status tracking
• Prepare Pre-Day-One Operations Checklist completion reports
• Generate weekly advisor readiness status and issue-tracking summaries

Required qualifications

• 2 years of experience in operations, project coordination, or client services
• Exceptional organizational skills
• Meticulous attention to detail
• Strong project management capabilities
• Experience coordinating across multiple departments and stakeholders
• Proficiency with project management tools, CRM systems, and task management platforms
• Excellent written and verbal communication skills
• Self-starter who takes ownership of responsibilities
• Ability to work efficiently in a fast-paced environment with competing priorities
• Comfortable with technology and quick to learn new systems

Nice to have

• Previous experience in financial services operations or client services
• Familiarity with compliance documentation and regulatory requirements
• Experience with project management tools, CRM systems, and task management platforms
• Background working in high-growth startups or fintech companies
• Knowledge of wealth management operations
• Process improvement mindset with track record of increasing operational efficiency

Benefits

• Competitive comp package
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.