Job Overview
Location
Remote in Telluride, CO
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 14, 2026
Full Job Description
đź“‹ Description
- • Serve as primary point of contact for 100–125 affluent households, handling service requests, account updates, money movement, and day-to-day questions while delivering comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies.
- • Own the full client meeting cycle — including preparation, attendance, note-taking, and follow-up — and build deep client relationships so clients come to you first as their trusted advisor.
- • Prepare planning analyses, portfolio reviews, and scenario modeling (such as Roth conversions and distribution strategies) for advisor review, while maintaining meticulous CRM records and workflows across Farther’s platform and planning software.
- • Coordinate with Farther’s centralized operations and investment teams for trade execution and compliance support, and leverage AI tools and the firm’s technology platform to enhance service quality and operational efficiency.
- • Join a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver tailored wealth management, backed by top-tier venture capital and fintech investors, and work within a collaborative team of entrepreneurs passionate about client and teammate success.
- • Contribute to E3 Financial Planning, a high-touch advisory practice on the Farther platform managing over 250+ households nationwide, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters.
- • Develop expertise in serving affluent clients with complex financial needs, deepen your advisory practice without business development or prospecting responsibilities, and grow your impact in a mission-driven, technology-enabled wealth management environment.
🎯 Requirements
- • CFP® certification with 10+ years of financial planning experience
- • Direct client-facing experience owning relationships, not just supporting them
- • Proficiency with eMoney and/or RightCapital planning software
- • Active user of AI tools in daily workflow — not just open to it, but actively applying it
- • Series 65 (or equivalent) license with a clean U4 record
🏖️ Benefits
- • Competitive compensation package that rewards impact and performance
- • Opportunity to work alongside some of the brightest minds in fintech and wealth technology
- • Ground-floor role at a fast-scaling startup with chart-your-own-growth-path potential
Skills & Technologies
About Farther Finance LLC
Farther Finance LLC is a SEC-registered investment adviser providing technology-enabled wealth management for emerging affluent clients. The firm combines automated portfolio management with access to human advisers, delivering personalized financial plans, tax-efficient asset allocation, and estate guidance through an integrated digital platform. Services include goal-based planning, tax-loss harvesting, and customizable model portfolios spanning equities, fixed income, and alternatives. Farther targets professionals and entrepreneurs seeking a hybrid advisory experience that balances algorithmic efficiency with fiduciary oversight, operating on a fee-only structure and utilizing institutional custodians to safeguard client assets.
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