Farther
Advisor Experience Associate
Hybrid - Dallas, TX +1 · Full-time · Posted Nov 10, 2025
- Location
- Hybrid - Dallas, TX
Dallas, Texas, United States - Experience
- 2 years in operations, project coordination, or client services; financial services experience preferred.
About the job
Provides operational and project coordination support for advisor transitions, tracking workflows, documentation, readiness, and cross-department handoffs.
What you'll do
- Maintain advisor timelines, tasks, dependencies, dashboards, and progress records.
- Coordinate deliverables across internal departments and route and verify compliance documentation.
- Prepare readiness reports, issue summaries, and operations checklist completion reports; support resource planning and technology setup.
What they ask for
- Exceptional organizational skills and attention to detail, with strong project management and multitasking abilities.
- Experience coordinating across departments and stakeholders.
- Proficiency with project management tools, CRM systems, and task management platforms.
- Excellent written and verbal communication; able to work efficiently amid competing priorities and learn new systems.
Nice to have
- Financial services experience, including familiarity with compliance documentation or wealth management operations.
- Experience in high-growth startups or fintech, or a track record of improving operational efficiency.
Tools
project management tools, CRM systems, task management platforms
Model-written summary · the original posting is authoritative