Join Farther as a Client Relationship Associate to support advisors and enhance client experiences in a growing wealth management firm.
Posted by employer 2 days ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
What you'll build
- Manage advisor's calendar and inbox
- Be the first point of contact for clients
- Prepare for client meetings
- Coordinate onboarding and account paperwork
- Maintain CRM and client records
Must have
- 2+ years in a client-facing support role in financial services
- Organized and self-directed
- Professional communicator
- Comfortable in CRMs and custodial platforms
- Able to work on-site in Destin, FL
Nice to have
- SIE, Series 65/66, or other industry licenses
- Experience with account transfers or money movement
- Roots in the Emerald Coast community
Requirements
- Experience
- 2+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In the role of Client Relationship Associate at Farther, the individual will support an advisor by managing schedules, client communications, and administrative tasks to ensure a seamless client experience. Key skills include strong organizational abilities, proficiency with CRM systems, and a background in client-facing roles within financial services. This position is ideal for someone with at least two years of relevant experience who is eager to grow into a licensed Relationship Manager. Farther's collaborative environment offers a chance to develop professionally within a rapidly expanding advisory practice.
Joblaze insights
- Listed yesterday — first seen on Joblaze September 29, 2026. Last confirmed on Farther's careers page September 29, 2026.
Quick facts
- Is the Client Relationship Associate role remote?
- No — this is an on-site role in Destin, FL, United States.
- How much experience is required?
- At least 2 years of relevant experience for this Client Relationship Associate role.
- Where is the role based?
- Farther is hiring for this position in Destin, FL, United States.
- What seniority level is this role?
- Farther targets junior candidates for this position.
- Is this full-time or contract?
- Full-time for this Client Relationship Associate role at Farther.
From the original posting
Company Description
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!
Standard company text repeated across Farther's postings is omitted here.