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Client Relationship Associate at Farther

Department: Wealth Management

Setup
On-site
Location
Destin, Florida
Type
Full-time
Level
entry
Posted

Description

Farther is hiring a full-time, hourly Client Relationship Associate for its Destin, Florida office. The role supports the advisor by managing calendars and client requests, serving as the first point of contact for clients and prospects, preparing for meetings, coordinating onboarding and account paperwork, and maintaining CRM and client records. Candidates should have at least two years of client-facing support experience in financial services, strong organization and communication skills, CRM and custodial-platform familiarity, and availability to work on-site in Destin. The position offers growth toward a licensed Relationship Manager, health benefits, 401(k) matching, Roth IRA options, and unlimited PTO.

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