Relationship Manager & Servicing Advisor
Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.The RoleE3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey - from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting - just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.Your ImpactServe as primary point of contact for 100-125 affluent households - service requests, account updates, money movement, and day-to-day questionsDeliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategiesOwn the full client meeting cycle - prep, attendance, notes, and all follow-upBuild relationships deep enough that clients come to you firstPrepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor reviewMaintain meticulous CRM records and workflows across Farther's platform and planning softwareCoordinate with Farther's centralized ops and investment teams for trade execution and compliance supportUse AI tools and Farther's platform to work efficiently and scale service qualityThe Ideal Match CFP certification with 10+ years of financial planning experienceDirect client-facing experience - you've owned relationships, not just supported themStrong planning knowledge across retirement, tax, estate, and equity compensationProficiency with eMoney and/or RightCapitalActive AI tool user - not just open to it, actually doing itExceptional follow-through - nothing slipsClear communicator who builds genuine client trustSeries 65 (or equivalent); clean U4Bonus Points Background in a paraplanner, service advisor, or associate advisor role at an RIAHNW or UHNW client experienceFamiliarity with Farther's platform or similar modern wealth tech stacksAdditional designations (ChFC, CLU, CDFA)Experience in team-based advisory modelsWhy Join Us Competitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expand