Advisor Experience Associate
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Before you apply
LocationDallas, Hybrid - Dallas, TX
Work modehybrid
Typefull-time
SeniorityEntry
Experience2+ yrs
DepartmentAdvisor Experience
Company size51–200 people
PostedNov 10, 2025 · 12mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
2 years of experience in operations, project coordination, or client services
Exceptional organizational skills and meticulous attention to detail
Strong project management capabilities with ability to track multiple workflows simultaneously
Experience coordinating across multiple departments and stakeholders
Proficiency with project management tools, CRM systems, and task management platforms
Excellent written and verbal communication skills
Self-starter who takes ownership of responsibilities and follows through consistently
Ability to work efficiently in a fast-paced environment with competing priorities
Comfortable with technology and quick to learn new systems
Previous experience in financial services operations or client services
Familiarity with compliance documentation and regulatory requirements
Experience with project management tools, CRM systems, and task management platforms
Background working in high-growth startups or fintech companies
Knowledge of wealth management operations
Process improvement mindset with track record of increasing operational efficiency
Skills
CRM systems
task management platforms
project management tools
Benefits
Competitive compensation
Health insurance
401(k) matching
Roth ira
Unlimited PTO
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
As 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.
This 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.
Your Impact
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Provide comprehensive operational and project management support to Advisor Experience Managers
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Maintain and update all advisor timelines, tasks, and dependencies inside task management workflows
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Liaise with internal departments (Compliance, PDE, Billing, Operations, Marketing) to deliver all required deliverables pre- and post-Discovery
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Route and verify all compliance documentation prior to submission, ensuring accuracy and completeness
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Document and track all task-level progress through Farther’s internal portal
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Support technology setup and reporting documentation for Farther executives
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Assist with resource planning and workload balancing across Advisor Experience Managers
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Maintain task dashboards and status tracking in near real-time
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Prepare Pre-Day-One Operations Checklist completion reports
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Generate weekly advisor readiness status and issue-tracking summaries
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Ensure 98% of project tasks are completed within SLA with zero missed critical milestones
The Ideal Match
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2 years of experience in operations, project coordination, or client services (financial services experience preferred)
•
Exceptional organizational skills and meticulous attention to detail
•
Strong project management capabilities with ability to track multiple workflows simultaneously
•
Experience coordinating across multiple departments and stakeholders
•
Proficiency with project management tools, CRM systems, and task management platforms
•
Excellent written and verbal communication skills
•
Self-starter who takes ownership of responsibilities and follows through consistently
•
Ability to work efficiently in a fast-paced environment with competing priorities
•
Comfortable with technology and quick to learn new systems
Bonus Points
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Previous experience in financial services operations or client services
•
Familiarity with compliance documentation and regulatory requirements
•
Experience with project management tools, CRM systems, and task management platforms
•
Background working in high-growth startups or fintech companies
•
Knowledge of wealth management operations
•
Process improvement mindset with track record of increasing operational efficiency
Why Join Us
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Competitive comp package that rewards impact
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Work alongside some of the brightest minds in fintech
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Ground-floor opportunity at a fast-scaling startup
•
Chart your own growth path as we expand
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Full health benefits + 401(k) matching & Roth IRA options
•
Unlimited PTO
Ready to disrupt wealth management? Let’s talk!