New Client Relationship Manager, Wealth Advisory (Fully Remote)

Farther Finance, LLC; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Full health benefits

401(k) matching

Roth IRA options

Job summary

Farther is a rapidly growing RIA integrating expert advisors with technology to tailor wealth management solutions for Fortune 500 professionals. The right-hand to the Managing Director on the Focus Team drives day-to-day client engagements, money movements, and end-to-end follow-up in a fast-scaling startup.

In this role you will own the meeting cadence, weekly reviews, trading checks, and touchpoints while benefiting from competitive compensation and full health benefits.

Qualifications

• Experience supporting senior leaders in finance or wealth management is a plus.

Responsibilities

• Support Managing Director on the Focus Team with daily practice and client engagements.
• Own meeting rhythm, weekly reviews, trading checks, and touchpoints.

Skills

Executive support

Calendar management

Client engagements

Finance knowledge

Tools

CRM software

Job description

• Right hand to a Managing Director on Farther's Focus Team serving Fortune 500 professionals.
• Run daily practice, client engagements, and end-to-end follow-up.

Impact:

• First stop for client requests: money movement, distributions, account changes, escalation only what's needed.
• Own meeting rhythm, weekly reviews, trading checks, and touchpoints.

Why Us:

• Competitive comp, full health benefits, 401(k) matching, Roth IRA options.
• Ground-floor opportunity at a fast-scaling startup with room to chart your growth path.

Farther

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.