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Farther · 1 day ago

Advisor Experience Associate

United States

Full-time

Remote

Entry Level

2+ years exp

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. The Advisor Experience Associate will provide operational and project management support to Advisor Experience Managers, ensuring seamless advisor transitions and coordination across departments.

ConsultingFinanceFinancial ServicesFinTechWealth Management

Growth Opportunities

Responsibilities

Provide comprehensive operational and project management support to Advisor Experience Managers

Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows

Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery

Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness

Document and track all task-level progress through Farther's internal portal

Support technology setup and reporting documentation for Farther executives

Assist with resource planning and workload balancing across Advisor Experience Managers

Maintain task dashboards and status tracking in near real-time

Prepare Pre-Day-One Operations Checklist completion reports

Generate weekly advisor readiness status and issue-tracking summaries

Ensure 98% of project tasks are completed within SLA with zero missed critical milestones

Qualification

Operational excellenceProject managementFinancial services experienceTask management toolsTechnology proficiencyCommunicationOrganizational skillsSelf-starter