Investment Strategy Specialist

Farther

Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology—delivering a comprehensive, tailored wealth‑management experience. Our founders are leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production. Backed by top‑tier venture capital firms, fintech investors, and industry leaders, Farther is building the future of wealth management.

Joining Farther means joining a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more. If you break through walls to get things done the right way, we want you.

As an Investment Strategy Specialist on the Investment Strategy team, you will play a crucial role in supporting our financial advisors with their investment needs. You’ll work at the intersection of trading, product development, customer service, and investment strategy, helping to support advisors and their clients’ investment goals. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.

• Assist with model implementation for complex scenarios.
• Review and formulate solutions for complicated trading situations.
• Gather and proactively provide product feedback to improve our technology.
• Provide strategic guidance on investment selection with support from senior team members.
• Identify areas for improvement within our processes and solve change.
• Support advisors in utilization of the Farther tools such as proposals and trading features.
• Collaborate with trading and operations to ensure smooth execution of advisor or client desired trading outcomes.

• CFA (or equivalent) designation or in progress of obtaining a CFA or equivalent.
• Bachelor's degree in Finance, Economics, Business, or related field.
• 3‑5 years of experience in trading or directly with investments; 5‑7 years of experience overall.
• Strong analytical and quantitative skills.
• Excellent attention to detail and organizational abilities.
• Outstanding written and verbal communication skills.
• Ability to manage multiple projects while maintaining accuracy and meeting deadlines.
• Team‑player mentality with a client‑first approach.

• Experience working directly with clients.
• Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing).
• Series 65 license (or equivalent active 66) or ability to obtain within 90 days.

• 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!

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