Relationship Manager & Servicing Advisor

MassMutual Ventures; Scottsdale (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Farther is seeking a Relationship Manager & Servicing Advisor to own a dedicated segment of high-net-worth clients within its E3 Financial Planning practice. This full-time role focuses on delivering comprehensive planning and strong client relationships on the Farther platform in a high-touch, collaborative environment.

You will lead the full client cycle, perform planning analyses, and coordinate with ops and investment teams to scale service quality using AI tools and modern wealth tech

Qualifications

• CFP certification with 10+ years of financial planning experience.
• Direct client-facing advisory experience.
• Strong planning knowledge across retirement, tax, estate, and equity compensation.
• Proficiency with eMoney and RightCapital platforms.
• Active AI tool user in advisory workflows.
• Series 65 or equivalent; clean U4.

Responsibilities

• Serve as primary contact for 100-125 affluent households; manage requests and money movement.
• Deliver comprehensive financial planning across retirement, tax, estate, and equity comp.
• Own the full client meeting cycle: prep, attendance, notes, follow-up.
• Build relationships so clients come to you first.
• Prepare analyses, portfolio reviews, and scenario modeling for advisor review.
• Maintain meticulous CRM records and workflows on Farther's platform.
• Coordinate with centralized ops and investment teams for trade execution.
• Leverage AI tools to scale service quality.

Skills

CFP certification

Direct client-facing experience

Retirement planning

Tax planning

Estate planning

Equity compensation

AI tool user

Education

Series 65

U4 clean

Tools

eMoney

RightCapital

Job description

Company Description

Farther 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 Role

E3 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 Impact

• 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
• Coordinate 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

The Ideal Match

• 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

Bonus Points

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

Why Join Us

• 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