Wealth Management Associate

Farther • Scottsdale, AZ

8h

About The Position

Farther Finance Advisors is building the future of wealth management for high-net-worth families, executives, and entrepreneurs. We're looking for a sharp, motivated Associate to support three senior Managing Directors and their client service operations in delivering an exceptional client experience.
This is a high-impact support role that sits at the center of advisor operations. You'll handle meeting preparation, client follow-up, portfolio materials, financial planning coordination, and business development support. You'll work behind the scenes to ensure our advisors can focus on what they do best — serving clients — while you ensure every detail is executed flawlessly. This role is ideal for someone who thrives on operational excellence and seeks comprehensive exposure to wealth management operations.

Requirements

• 2–5 years of experience in financial services operations, client service, or administrative support roles
• Strong written and verbal communication skills with exceptional attention to detail
• Highly organized with the ability to manage multiple priorities and competing deadlines
• Familiarity with financial planning tools, CRMs, and custodial platforms (Charles Schwab/Fidelity preferred)
• Proficiency in PowerPoint and Excel
• Proactive, solutions-oriented mindset with genuine excitement to learn about wealth management operations

Nice To Haves

• Interest in pursuing CFP® or CFA (we'll support your professional development)
• Experience supporting multiple executives or advisors in a fast-paced environment
• Prior exposure to high-net-worth client operations
• Background working with financial planning or portfolio management workflows
• Experience with Salesforce or similar CRM platforms

Responsibilities

• Support three senior Managing Directors by managing meeting preparation, follow-up, and operational tasks
• Prepare comprehensive client meeting materials, including agendas, financial plan updates (coordinating with internal planning team), portfolio reviews, and quarterly reports
• Execute post-meeting workflows by reviewing AI notes, managing task lists, and drafting client recap emails
• Respond to day-to-day client requests and complete first-pass plan adjustments under advisor guidance
• Coordinate with internal teams (Client Service Managers, financial planning, estate planning, investment strategy) to ensure seamless execution
• Support business development by analyzing prospects' portfolios, preparing proposals, and assisting with marketing event logistics
• Maintain accurate CRM records and documentation
• Identify and implement process improvements to enhance team efficiency

Benefits

• Competitive compensation package that rewards impact
• Gain comprehensive exposure to wealth management operations while working with top-tier advisors
• Ground-floor opportunity at a fast-scaling startup
• Clear growth path — many of our Associates advance to client-facing advisor roles or operational leadership
• Full health benefits + 401(k) matching & Roth IRA options
• Professional development support (including CFP® coursework if desired)
• Unlimited PTO
• Work with cutting-edge technology that transforms how wealth management gets done

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed