Current openings at Farther

The Role  We're seeking an experienced Quantitative Portfolio Manager to serve as a versatile strategist across our investment platform. This role will focus on building fixed income products and strategies, while also supporting multi-asset class portfolio development. The ideal candidate will bring strong technical skills, deep fixed income expertise, and the ability to design processes that can be automated. Your Impact  Design and implement fixed income strategies and multi-asset class portfolio solutions, including maintenance, reallocation, and collateral management Lead fixed income initiatives while supporting other asset classes including alternatives, active strategies, and model portfolios Create regular commentary and maintain inputs for fact sheets and other investment strategy collateral Build systematic investment processes that can be automated at the individual asset class level Collaborate with product and engineering teams to build solutions for accessing data and running algorithms Partner with internal teams to articulate investment approaches and portfolio decisions Drive innovation with a strong sense of ownership and proactive communication The Ideal Match  8+ years of experience at a mid-sized, systematically-oriented asset management firm Deep fixed income expertise with experience in corporate credit, duration management, and yield curve positioning Robust technical skill set, including Python coding for building products, data access, and algorithm implementation Experience designing upstream processes that can be successfully automated Strong internal communication skills and ability to drive projects forward with ownership Expertise in portfolio construction, risk management, and quantitative methods Experience with portfolio analytics tools Bachelor's degree required; advanced degree in relevant field preferred CFA designation preferred Bonus Points  Experience with alternatives and active strategies Multi-asset class portfolio construction experience Experience launching and scaling new investment strategies Track record of building automated investment systems Expertise in data access and management Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!

The Role  We're seeking an experienced Advisor to be the advisor for a book of business we have acquired. This is a unique opportunity to step into an established client base and focus on delivering exceptional service and maintaining strong client relationships. You'll partner closely with our centralized RIA team to ensure seamless client service and continuity. This role is perfect for a seasoned advisor who excels at client relationship management and who wants to focus on service excellence, rather than business development. You'll have the backing of Farther's modern intelligent  wealth management platform while working with an established, high-quality client base. Your Impact  Meet regularly with existing clients to assess their evolving financial needs, goals, income, expenses, assets, liabilities, and risk tolerance to maintain and update comprehensive financial plans Provide ongoing advice on investments, suggest suitable financial products, and work with our operations team to execute trades and adjustments to achieve client goals Regularly review client accounts and market performance to recommend portfolio adjustments, ensuring plans remain effective as client circumstances and market conditions change Educate clients on various investment options, financial strategies, and help them understand potential risks associated with different choices Schedule and conduct regular client meetings, prepare detailed reports, and maintain proactive communication to address client questions and concerns Work closely with the momentum team to ensure seamless service delivery and leverage combined expertise for optimal client outcomes Maintain accurate client records, documentation, and ensure adherence to all financial regulations and fiduciary standards The Ideal Match  CFP Certification Required - Active CFP designation with commitment to ongoing professional development Service-oriented experience with 5+ years in wealth management demonstrating exceptional client service, relationship maintenance, and client retention Strong understanding of investments, retirement planning, tax strategies, estate planning, and risk management Ability to assess financial situations, analyze market trends, and develop sound financial plan adjustments Exceptional ability to clearly explain complex financial information and strategies to clients of varying sophistication levels Experience regularly reviewing client accounts, monitoring market performance, and making strategic recommendations Based in or willing to relocate to Nashville, TN or Little Rock, AR area for in-person client meetings Series 65 or equivalent registration with clean U4 Experience working effectively with support staff and other advisors in a team-based service model Demonstrated commitment to fiduciary duty and acting in clients' best interests Bonus Points  Experience managing servicing responsibilities for books of business valued at $100M+ AUM Background working specifically with high-net-worth or ultra-high-net-worth clientele in an advisory capacity Additional certifications (CFA, ChFC, CLU) Experience with technology-forward wealth management platforms and portfolio management systems Previous experience in team-based advisory service models Track record of high client retention rates and satisfaction scores Why Join Us Transitions Made Simple: We'll provide comprehensive onboarding and client introduction support, working closely with the outgoing advisor to ensure seamless client transitions and relationship continuity. Compensation: Competitive base salary based on experience, plus revenue sharing of 1-5% based on seniority and performance. This structure provides stability while rewarding excellence in client service. Benefits: Comprehensive medical benefits (health, dental, vision) & retirement benefits (401(k) matching & Roth IRA options), unlimited PTO, growth opportunities at a fast-scaling fintech, veteran industry experts to learn from. Location Flexibility: While this role requires presence in Nashville or Little Rock markets for client relationships, we offer flexible work arrangements and hybrid collaboration options. Technology & Support: Access to cutting-edge wealth management technology that eliminates administrative burden and enhances client experience, allowing you to focus on high-value advisory work. Ready to disrupt wealth management? Let's talk!

The Role  As a Senior Client Experience Associate, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients. You'll support that exceptional client experience by flawlessly executing the financial operations required for advisor onboarding, client onboarding, ongoing requests, and any complex needs. You will work closely with our Product and Engineering teams to continually push the boundaries of wealth management. As a member of Farther's client experience team, this is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry. Your Impact  Act as the key relationship manager for Farther advisors and clients by providing timely and accurate responses to inquiries via email, phone, and other communication channels Assist clients with account opening, transfers, and other ongoing tasks – while also acting as a liaison with our custodians to confirm completion of requests  Monitor client accounts and proactively address issues as they arise Identify opportunities to improve the client experience function and work with the Product and Engineering teams and other team members to implement changes Establish and maintain positive and effective relationships with Farther’s advisors, custodians, and third-party vendors to ensure client satisfaction The Ideal Match  Bachelor’s degree with at least 6 years of previous work experience in a client-facing role within the financial services industry, with a majority of that time spent working at an independent RIA Strong communication skills and the ability to build rapport with advisors and clients Experience with custodial and wealth management platforms and CRM systems Highly organized, with exceptional attention to detail  Team player, with a positive attitude and a strong work ethic Comfortable working in a fast-paced environment and the ability to prioritize multiple competing tasks Bonus Points  Comprehensive knowledge of financial products, including separately managed accounts (SMAs), and alternative investments Passion for creating increased efficiencies within current operational processes for the business and servicing of clients