{"id":2869716,"url":"https://alion.io/job/farther-advisor-experience-associate","title":"Advisor Experience Associate","company":{"id":174502,"name":"Farther","domain":"farther.com","url":"https://alion.io/company/farther","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":93,"open_postings":34,"ghost_share":0.029,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":192,"computed_at":"2026-10-26T05:57:25Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":94000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2025-11-10T21:44:26Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-26T22:23:53Z","board_verified":true,"closed_at":null,"days_open":350,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":349},"description":"Company Description\nFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\nFarther’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.\nJoining 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.\nThe Role \nAs an Advisor Experience Associate, you'll provide operational, scheduling, and execution support to Advisor Experience Managers. You'll serve as the internal project manager ensuring all workflows, departmental handoffs, and resources are coordinated flawlessly for advisor transitions.\nThis role is perfect for someone early in their career who thrives on organization, takes pride in operational excellence, and wants to make a real impact in a high-growth environment. You'll be the operational backbone that enables seamless advisor experiences-ensuring nothing falls through the cracks as we scale.\nYour Impact \nProvide comprehensive operational and project management support to Advisor Experience Managers\nMaintain and update all advisor timelines, tasks, and dependencies inside task management workflows\nLiaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery\nRoute and verify all compliance documentation prior to submission, ensuring accuracy and completeness\nDocument and track all task-level progress through Farther's internal portal\nSupport technology setup and reporting documentation for Farther executives\nAssist with resource planning and workload balancing across Advisor Experience Managers\nMaintain task dashboards and status tracking in near real-time\nPrepare Pre-Day-One Operations Checklist completion reports\nGenerate weekly advisor readiness status and issue-tracking summaries\nEnsure 98% of project tasks are completed within SLA with zero missed critical milestones\nThe Ideal Match \n2 years of experience in operations, project coordination, or client services (financial services experience preferred)\nExceptional organizational skills and meticulous attention to detail\nStrong project management capabilities with ability to track multiple workflows simultaneously\nExperience coordinating across multiple departments and stakeholders\nProficiency with project management tools, CRM systems, and task management platforms\nExcellent written and verbal communication skills\nSelf-starter who takes ownership of responsibilities and follows through consistently\nAbility to work efficiently in a fast-paced environment with competing priorities\nComfortable with technology and quick to learn new systems\nBonus Points \nPrevious experience in financial services operations or client services\nFamiliarity with compliance documentation and regulatory requirements\nExperience with project management tools, CRM systems, and task management platforms\nBackground working in high-growth startups or fintech companies\nKnowledge of wealth management operations\nProcess improvement mindset with track record of increasing operational efficiency\nWhy Join Us\nCompetitive comp package that rewards impact\nWork alongside some of the brightest minds in fintech\nGround-floor opportunity at a fast-scaling startup\nChart your own growth path as we expand\nFull health benefits + 401(k) matching & Roth IRA options\nUnlimited PTO\nReady to disrupt wealth management? Let's talk!","description_format":"text","description_chars":3818,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-19T19:05:49Z"}],"visa":[],"liveness":{"score":16,"band":"cold","label":"Long shot","p_open":1,"p_active":0.445,"p_room":0.36,"age_days":349,"expected_fill_days":192,"reasons":["conf:2","win:tail","crowd:junior"],"computed_at":"2026-10-26T05:57:25Z"},"pay":null,"html_url":"https://alion.io/job/farther-advisor-experience-associate","json_url":"https://alion.io/job/farther-advisor-experience-associate.json","meta":{"generated_at":"2026-10-26T23:40:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32418,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-27T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174502},"rest":"https://alion.io/mcp/rest/get_company?id=174502"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffarther-advisor-experience-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffarther-advisor-experience-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffarther-advisor-experience-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/farther-advisor-experience-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffarther-advisor-experience-associate"}]}