{"id":452954,"url":"https://alion.io/job/farther-client-experience-associate-advisor-dedicated","title":"Client Experience Associate, Advisor Dedicated","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":"2026-10-24T06:02:35Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Irving, United States","New York, United States","Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":59000,"max_usd":123000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1708},"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-13T21:19:21Z","employer_posted_date":"2026-08-18","last_verified_at":"2026-10-24T14:48:24Z","board_verified":true,"closed_at":null,"days_open":71,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":71},"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\nThis is a high-trust, high-autonomy role built to give one of our advisors a true right hand. You'll serve as the dedicated point of continuity for a thriving, boutique advisory practice - owning the full client service lifecycle (everything except the client meetings themselves) so the advisor can stay focused on planning and relationships instead of day-to-day execution. This isn't a stepping stone to becoming an advisor or a people manager, and it isn't a sales or prospecting role - it's built for someone who wants to own this seat and get really good at managing the client relationship process. \nYour Impact\nServe as the primary point of contact for day-to-day client needs - monitoring the advisor's email and voicemail daily and responding with professionalism, clarity, and calm judgment\nFacilitate money movement, distributions, trades, and rebalancing actions, escalating when tax or planning judgment is required\nProactively monitor custodian alerts and action-needed items (including NIGOs and money movement issues) and drive them to resolution\nOwn meeting prep and follow-up - maintaining meeting planners as living documents and making sure nothing falls through the cracks\nCoordinate paperwork and workflows across custodian platforms, DocuSign, or paper processes, based on what each client prefers\nEnsure Required Minimum Distributions and other deadline-driven items are completed well ahead of schedule\nHandle the majority of client matters independently when the advisor is out of office\nThe Ideal Match\n4+ years of client-facing experience in wealth management, including ownership of the full client lifecycle within a boutique or independent advisory practice\nStrong communication skills paired with calm, sound judgment under pressure\nExperience with custodial platforms, trading/rebalancing tools, and CRM systems\nHighly organized, with exceptional attention to detail and follow-through\nComfortable operating with autonomy and trusted to make day-to-day judgment calls\nGenuinely looking for a long-term home in this seat - not a stepping stone toward becoming an advisor or a people manager\nBonus Points\nFormer CFP-track professional who's realized they're happiest owning execution and client care rather than prospecting or advising\nHands-on experience with tools like 55ip, Ramp, or similar portfolio, trading, or expense platforms\nA genuine passion for building efficient, repeatable operational processes\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":3514,"description_truncated":false,"requirements":{"experience_years_min":4,"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":"2026-09-06T09:07:10Z"}],"visa":[],"liveness":{"score":59,"band":"ok","label":"Likely open","p_open":1,"p_active":0.816,"p_room":0.72,"age_days":71,"expected_fill_days":192,"reasons":["conf:3","win:mid","crowd:"],"computed_at":"2026-10-24T06:02:35Z"},"pay":null,"html_url":"https://alion.io/job/farther-client-experience-associate-advisor-dedicated","json_url":"https://alion.io/job/farther-client-experience-associate-advisor-dedicated.json","meta":{"generated_at":"2026-10-24T17:06:05Z","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":24780,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"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-client-experience-associate-advisor-dedicated"},{"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-client-experience-associate-advisor-dedicated"},{"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-client-experience-associate-advisor-dedicated"},{"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-client-experience-associate-advisor-dedicated\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffarther-client-experience-associate-advisor-dedicated"}]}