About the role

Aplyr's Quick Take

This role is about providing operational and administrative support to financial advisors and client experience teams. You'll manage calendars, handle phone support, process expenses, and ensure everything runs smoothly, making it essential for someone who thrives in a fast-paced, supportive environment.

Good fit

Ideal candidates are organized, proactive individuals with experience in administrative roles, particularly in finance or client services. A collaborative working style and the ability to anticipate needs will help you succeed here.

Worth noting

The role emphasizes a high level of operational support rather than traditional administrative tasks, which may appeal to those looking for a more impactful position. However, the posting lacks detail on specific performance metrics or growth opportunities.

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 advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.

As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.

Your Impact

Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

The Ideal Match

2+ years of administrative, executive assistant, or coordination experience
You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
Clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work

Bonus Points

Experience supporting a financial advisor, wealth management team, or similar client-services environment
Familiarity with CRM tools and expense management platforms like Ramp
You've worked in a role where no two days looked the same — and you loved it

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!

Ready to disrupt wealth management? Let's talk!

Skills & Tags

go ai product marketing

Aplyr's read

Farther is a tech-driven financial services firm, attracting professionals focused on innovative wealth management and client-centric solutions.
Synthesized from recent postings & public sources

What's promising

•Farther leverages advanced technology to enhance wealth management services.
•Recent hiring in diverse roles indicates growth and expansion.
•Focus on ultra-high-net-worth clients suggests a premium service offering.

What to watch

•Limited public information about company culture and work-life balance.
•High competition in the financial tech sector could impact market share.
•Dependence on technology may pose risks if systems fail.

Why Farther

•Farther combines technology with personalized wealth management.
•Emphasis on ultra-high-net-worth clients differentiates its market approach.
•Innovative roles like Portfolio Quant Developer highlight a focus on data-driven strategies.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Farther

Farther

farther.com

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Farther is a financial services company that provides wealth management and investment solutions, leveraging technology to enhance client experiences.