Client Relationship Associate

The role

You will be the advisor's right hand and the face of the office. You will manage the calendar, client requests, paperwork, and follow-through to support the advisor.

What you will do

• Keep the advisor's calendar, inbox, and to-do list running smoothly
• Be the first point of contact for clients and prospects
• Answer calls and emails, schedule meetings, and screen new inquiries
• Prep for client meetings including reports, statements, and notes
• Coordinate onboarding, account paperwork, transfers, and money movement
• Keep CRM and client records clean and current

Required qualifications

• 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
• Seriously organized and self-directed
• Warm, professional communicator
• Comfortable in CRMs and custodial platforms
• Quick to pick up new tech
• Able to work on-site in our Destin, FL office

Nice to have

• SIE, Series 65/66, or other industry licenses
• Hands-on experience with account transfers, money movement, or portfolio rebalancing
• Roots in the Emerald Coast community

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.