Client Relationship Associate
Bartlett Wealth Management
Client Relationship Associate
fartherfinance· Wealth Management
About this role
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Our Destin office is a growing, referral-driven advisory practice on Florida's Emerald Coast — and it's ready for its first in-office teammate. As Client Relationship Associate, you'll be the advisor's right hand and the friendly, steady face of the office. You'll own the details — the calendar, client requests, paperwork, and follow-through — so the advisor can focus on planning and advice, and every client feels known and looked after. This is a full-time, hourly role with a real runway: grow into a licensed Relationship Manager as your skills and credentials grow.
Your Impact
- Keep the advisor's calendar, inbox, and to-do list running smoothly — flagging what needs attention now and routing the rest
- Be the first point of contact for clients and prospects: answer calls and emails, schedule meetings, and screen new inquiries
- Prep for client meetings (reports, statements, notes), sit in when needed, and make sure every follow-up gets done
- Coordinate onboarding, account paperwork, transfers, and money movement with custodians and Farther's Client Experience team
- Keep CRM and client records clean and current, and spot issues or opportunities before they become fires
The Ideal Match
- 2+ years in a client-facing support role in financial services (RIA, wealth management, banking, or insurance)
- Seriously organized and self-directed — you own the details and get things done without being chased
- A warm, professional communicator who's comfortable welcoming clients in person and representing the advisor
- Comfortable in CRMs and custodial platforms, and quick to pick up new tech
- Able to work on-site in our Destin, FL office
Bonus Points
- SIE, Series 65/66, or other industry licenses (or the drive to earn them)
- Hands-on experience with account transfers, money movement, or portfolio rebalancing
- Roots in the Emerald Coast community
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!
Frequently Asked Questions
Is the salary disclosed for the Client Relationship Associate position at fartherfinance?
The salary for this Client Relationship Associate role at fartherfinance is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Relationship Associate position at fartherfinance located?
This Client Relationship Associate role at fartherfinance is based in On-Site - Destin, FL. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Client Relationship Associate at fartherfinance belong to?
This Client Relationship Associate position is part of the Wealth Management department at fartherfinance. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Relationship Associate position at fartherfinance?
Click the "Apply Now" button on this page. You will be redirected to fartherfinance's official application portal hosted on greenhouse where you can submit your application directly.
When was the Client Relationship Associate job at fartherfinance posted?
This Client Relationship Associate position at fartherfinance was posted on Sep 28, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Relationship Associate
fartherfinance
You'll be redirected to fartherfinance's official application page on Greenhouse.