Manage the day-to-day operations and client relationships for a wealth advisor serving high-net-worth clients. Handle client requests, account reviews, trading and cash checks, asset transfers, RMDs, Roth conversions, meeting preparation, CRM documentation, follow-up coordination, referrals, client events, budgets, and centers-of-influence relationships. The role requires an active Series 65 license, wealth management experience, familiarity with portfolio and CRM tools, and strong judgment and communication skills.
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
You'll be the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth.
This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams.
Your Impact
- Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor
- Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups
- Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions
- Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects
- Manage the practice behind the scenes: client events, budget, and COI relationships
The Ideal Match
- Active Series 65 (or equivalent) license
- Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients
- Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
- Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Bonus Points
- Familiarity with equity compensation and corporate benefits
- Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
- Client/prospect business development experience including events, gifting, sales calls, etc.
- Series 7 or 63, or CFP coursework
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
Ready to disrupt wealth management? Let's talk!
Similar Jobs
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Drive sales of UL Prospector SaaS solutions to Life Sciences customers. Responsibilities include account planning, product demonstrations, customer discovery, proposals, closing, renewals, expansion, and post-sale relationship management. The role partners with account managers, solution architects, and technical experts to identify customer needs and communicate the value of materials intelligence, supplier discovery, compliance insights, and marketing solutions.
Top Skills:
Crm SoftwareExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSaaSUl Prospector
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Senior sales professional responsible for selling UL Prospector SaaS solutions and supplier marketing offerings to Consumer-sector customers. Manages account prioritization, discovery, product demonstrations, proposals, closing, renewals, expansions, and post-sale handoffs. Builds relationships with buyers, product developers, engineers, and account leaders while communicating the value of materials intelligence, supplier discovery, compliance insights, and workflow integration. Collaborates with solution architects, product managers, account managers, and customer success teams to support complex sales and long-term account growth.
Top Skills:
Crm SoftwareMS OfficeSaaSUl Prospector
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Sells UL Prospector SaaS solutions and supplier marketing offerings to industrial-sector customers. Responsibilities include account planning, prospecting, product demonstrations, needs discovery, proposals, closing, renewals, expansion, and post-sale relationship management. The role collaborates with account managers, solution architects, technical experts, implementation teams, and customer success partners while communicating the value of materials intelligence, compliance insights, supplier discovery, and workflow integration.
Top Skills:
Crm SoftwareMS OfficeSaaSUl Prospector
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
