Search the 18 jobs at Farther

As a Compliance Analyst, you will work with the Chief Compliance Officer to establish a strong compliance framework, ensuring risk management and compliance oversight while supporting advisors. Responsibilities include monitoring compliance reports, conducting audits, developing training programs, and managing onboarding processes for new associates.

The Quality Control Analyst at Farther is responsible for ensuring accurate execution of investment activities and compliance with regulations. Duties include reviewing financial transactions, tracking errors, generating reports, and collaborating with teams to improve operational efficiency.

The Client Operations Analyst supports operational efficiency in wealth management, handling client inquiries, executing trades, managing data, and collaborating with teams to enhance processes. They also identify opportunities for operational improvements.

As a Billing Associate, you will manage the billing process for advisory clients, ensuring accuracy and timeliness in monthly and quarterly cycles. Your role includes analyzing billing scenarios, improving processes, and collaborating with advisors and custodial firms. Continuous improvement and exceptional client service are key responsibilities.

The Client Experience Associate will maintain client files, support financial planning, manage client communications, ensure compliance, and assist during meetings. This role requires hands-on experience with custodial systems and financial planning processes, providing a personalized wealth management experience for clients.

As a Senior Financial Advisor at Farther, you will leverage modern tools to grow your client base and offer tailored wealth management solutions. Responsibilities include sourcing clients and managing relationships, consulting on financial strategies, and contributing to the firm's growth. You will have autonomy and support to build a successful practice within a collaborative environment.

The Senior Financial Advisor at Farther is responsible for building a client-first wealth management business, leveraging technology, and providing excellent service to clients. Key tasks include acquiring new clients, consulting on wealth management strategies, and effectively utilizing data-driven prospecting tools to meet client goals. The role emphasizes ambition, relationship building, and industry knowledge.

As a Senior Financial Advisor at Farther, you will autonomously grow a client-first business leveraging advanced technology. Responsibilities include acquiring new clients, consulting on wealth management strategies, and ensuring high client satisfaction. This role demands ambition, financial expertise, and a proven ability to establish client relationships.

As a Senior Financial Advisor at Farther, you will autonomously grow your client base, utilize modern wealth management tools, and deliver exceptional client service by understanding their financial goals and needs. You'll source prospects, establish relationships, and provide expert wealth management strategies, leveraging technology to enhance efficiency and client experience.

As a Trading Operations Analyst, you'll ensure precision in trade execution and manage the trade lifecycle from order to settlement. Responsibilities include maintaining accurate trade records, leading investigations into discrepancies, creating operational controls, and collaborating with financial advisors to optimize trading processes. You'll also work on enhancing trading systems through automation and build strong partnerships with external custodians and trading platforms.

As a Paraplanner, you will support financial advisors by developing financial plans, conducting research on financial products, preparing financial analyses, maintaining client documentation, and ensuring smooth execution of client strategies while focusing on enhancing the client experience.

The Retiring Advisor M&A Manager at Farther will lead the end-to-end M&A processes, develop acquisition strategies, conduct due diligence, negotiate deals, and ensure successful integrations of acquired firms, focusing on retiring advisors.

The Digital Marketing Specialist will enhance growth through advanced digital marketing strategies, focusing on HubSpot workflows, Google Analytics for report analysis, and managing digital campaigns. Responsibilities include optimizing marketing efficiencies, improving SEO through website management, and collaborating on cohesive strategies to maximize ROI.

The Senior Legal Counsel will provide strategic legal guidance across all company matters while ensuring compliance with regulatory requirements. Responsibilities include negotiating complex agreements, overseeing regulatory compliance, managing relationships with outside counsel, and advising on corporate governance.

The Senior Legal Counsel will serve as the primary legal advisor for Farther, providing strategic guidance on legal risks and opportunities, overseeing regulatory compliance, negotiating agreements, managing outside counsel, and supporting corporate governance and finance rounds.

The Senior Legal Counsel will provide strategic legal guidance on all company matters, oversee regulatory compliance including SEC and FINRA requirements, structure complex commercial agreements, and manage relationships with outside counsel and regulatory bodies to support company growth.

The Portfolio Manager will lead the development and management of SMA strategies, focusing on tax-aware and direct indexing. Responsibilities include designing quantitative solutions, maintaining portfolio processes, collaborating with tech teams, and driving innovation in portfolio customization and tax management.

The Client Experience Associate ensures a flawless wealth management service for advisors and clients by managing financial operations, onboarding, and ongoing requests. They act as relationship managers and communicate with custodians and other vendors to resolve issues, while continuously improving client service processes.