Advisor Experience Associate

Farther•Dallas, TX

About The Position

Farther is a rapidly growing registered investment advisor combining expert advisors with technology to deliver tailored wealth management. The Advisor Experience Associate provides operational, scheduling, and execution support to Advisor Experience Managers and acts as an internal project manager coordinating workflows, departmental handoffs, and resources for advisor transitions. This early-career role supports seamless advisor experiences in a fast-growing environment by tracking work, coordinating deliverables, and ensuring deadlines and milestones are met.

Requirements

Two years of experience in operations, project coordination, or client services; financial services experience is preferred.
Exceptional organizational skills and meticulous attention to detail.
Strong project management capabilities and 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 and follows through consistently.
Ability to work efficiently in a fast-paced environment with competing priorities.
Comfort with technology and ability to learn new systems quickly.

Nice To Haves

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.
A process-improvement mindset with a track record of increasing operational efficiency.

Responsibilities

Provide operational and project management support to Advisor Experience Managers.
Maintain and update advisor timelines, tasks, and dependencies in task management workflows.
Coordinate with Compliance, PDE, Billing, Operations, and Marketing to deliver required items before and after Discovery.
Route and verify compliance documentation for accuracy and completeness before submission.
Document and track task-level progress through Farther’s internal portal.
Support technology setup and reporting documentation for Farther executives.
Assist with resource planning and workload balancing across Advisor Experience Managers.
Maintain task dashboards and status tracking in near real time.
Prepare Pre-Day-One Operations Checklist completion reports.
Generate weekly advisor readiness status and issue-tracking summaries.
Ensure 98% of project tasks are completed within SLA and no critical milestones are missed.