Farther

Farther is a wealth management firm that combines expert financial advisors with technology to enhance financial planning services.

251-500 employees

Founded 2019

$72M series c

Consulting

Private Company

Website LinkedIn Email Facebook Twitter Share Tweet

Consulting Financial Services Wealth Management Finance FinTech

Remote-First Company

This company operates with a remote-first culture, allowing team members to work from anywhere.

Open Positions3

Remote in Telluride, COFull-TimeWealth ManagementPosted

Relationship Manager & Servicing Advisor

Serve as primary point of contact for 100–125 affluent households
Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
Own the full client meeting cycle — prep, attendance, notes, and all follow-up
Build relationships deep enough that clients come to you first
Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
Maintain meticulous CRM records and workflows across Farther's platform and planning software
Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
Use AI tools and Farther's platform to work efficiently and scale service quality

CRM

Showing 1 of 3 positions

About Farther

Farther is transforming wealth management. We combine expert advisors with advanced technology. This creates an efficient, comprehensive, and elite client experience. Founded in 2019, Farther now manages over $5 billion in assets. We serve 5,000 clients with more than 100 wealth managers. Farther delivers personalized financial advice. Our platform empowers advisors with cutting-edge tools. We cater to high-net-worth professionals. We offer services from tax optimization to generational wealth planning. We set a new standard in financial guidance. Farther is backed by top-tier venture capital firms. We were named Inc. Magazine's #1 fastest-growing financial services firm in 2025.

How We Work

Farther champions a remote-first work environment. You will find high autonomy and asynchronous workflows here. We operate across major hubs and remotely. Communication, Action, Respect, and Excellence (CARE) guide our interactions. This leads to a collaborative and supportive atmosphere. Leadership is accessible, fostering an open-door ethos. We embrace continuous learning and mentorship. Your success is integral to the team's collective growth. Farther has been recognized on the Inc. Best Workplaces list for two consecutive years.

Technology at Farther

Farther is building the future of wealth management with technology. Our Intelligent Wealth Platform provides a unified financial view. Advisors leverage advanced tools for personalized, tax-optimized portfolios. You will work with modern CRM systems and financial planning software. We integrate AI tools for efficiency and service quality. We constantly enhance our platform to solve complex financial challenges. This technical foundation allows advisors to focus on client relationships. We are always exploring new ways to empower our team. Our data-driven approach shapes every decision.

Why Join Us

Build the future of wealth management with industry innovators and disruptors.
Gain access to unmatched market opportunities and support infrastructure.
Enjoy significant growth potential in a rapidly scaling fintech company.
Work in a remote-first environment with high autonomy and flexible arrangements.
Contribute to a collaborative culture where your input shapes team direction.

Benefits & Perks

Comprehensive medical benefits (health, dental, vision)
Retirement benefits: 401(k) matching & Mega Backdoor Roth
Unlimited Paid Time Off (PTO)
Competitive compensation with uncapped commission structures for advisors
Location flexibility for remote and hybrid collaboration
Home-office stipend for remote employees
Company equity

Tech Stack

analyticsmobilewidgets