Client Relationship Associate

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!