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Relationship Manager & Servicing Advisor

Farther · United States · 1 wk ago
RemoteRemoteBusiness DevelopmentFull-time

About the role

Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
Own the full client meeting cycle — prep, attendance, notes, and all follow-up
Build relationships deep enough that clients come to you first
Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
Maintain meticulous CRM records and workflows across Farther's platform and planning software
Cook up with Farther's centralized ops and investment teams for trade execution and compliance support
Use AI tools and Farther's platform to work efficiently and scale service quality

Responsibilities

  • Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
  • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
  • Own the full client meeting cycle — prep, attendance, notes, and all follow-up
  • Build relationships deep enough that clients come to you first
  • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
  • Maintain meticulous CRM records and workflows across Farther's platform and planning software
  • Cook up with Farther's centralized ops and investment teams for trade execution and compliance support
  • Use AI tools and Farther's platform to work efficiently and scale service quality

Requirements

CFP® certification with 10+ years of financial planning experience
Direct client-facing experience — you've owned relationships, not just supported them
Strong planning knowledge across retirement, tax, estate, and equity compensation
Proficiency with eMoney and/or RightCapital
Active AI tool user — not just open to it, actually doing it
Exceptional follow-through — nothing slips
Clear communicator who builds genuine client trust
Series 65 (or equivalent); clean U4

Qualifications

  • CFP® certification with 10+ years of financial planning experience
  • Direct client-facing experience — you've owned relationships, not just supported them
  • Strong planning knowledge across retirement, tax, estate, and equity compensation
  • Proficiency with eMoney and/or RightCapital
  • Active AI tool user — not just open to it, actually doing it
  • Exceptional follow-through — nothing slips
  • Clear communicator who builds genuine client trust
  • Series 65 (or equivalent); clean U4

Skills

  • CFP® certification
  • Financial planning experience
  • Client relationship management
  • AI tool proficiency
  • Communication skills

Benefits

  • Competitive comp package that rewards impact
  • Ground-floor opportunity at a fast-scaling startup
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Pay

Competitive compensation package based on experience and performance

Schedule

Full-time preferred, though we're open to a flexible or reduced schedule for the right person

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