Farther Finance, LLC is seeking a proactive, detail-oriented support lead to back a Managing Director, Wealth Advisor on the Focus Team. You will run daily practice operations, manage client engagements, and ensure smooth execution of money movements, account changes, and follow-ups.
The role requires a Series 65 (or CFP coursework) andSeveral years in wealth management or advisor support, with solid CRM experience and a client-first mindset.
#J-18808-LjbffrWealth Management Client Success & Operations Lead in or at Unknown Company
This position is listed as full time and onsite.