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

Open Positions3

Remote in Telluride, COFull-TimeWealth ManagementPosted
  • 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
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About Farther

Farther is a technology-driven wealth management firm revolutionizing the industry by combining expert financial advisors with cutting-edge technology. We cater to high-net-worth individuals and professionals seeking a holistic and personalized approach to managing their finances. Our data-driven platform empowers advisors to deliver efficient and comprehensive services, setting a new standard in wealth management. We leverage a robust technology stack including React, TypeScript, Bun, and CockroachDB, fostering a collaborative and innovative engineering culture that prioritizes frequent releases and exceptional user experiences. Our remote-first work environment allows us to attract top talent globally and offers flexibility and work-life balance. We champion a culture of entrepreneurial spirit and teamwork, fueled by a passion for empowering both clients and colleagues to achieve more. Backed by top-tier venture capital firms and boasting $7 billion in assets under management, Farther is experiencing rapid growth. Our recent Series C funding round demonstrates investor confidence in our innovative approach and market potential. We're building the future of wealth management, and we're looking for talented individuals to join our expanding team.

Tech Stack

mobilewidgetsanalytics