Relationship Manager & Servicing Advisor

Farther; Telluride (CO); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching

Unlimited PTO

Job summary

A rapidly growing wealth management firm in Telluride, CO, is seeking an experienced Relationship Manager & Servicing Advisor to support affluent households. The role emphasizes building strong client relationships without any need for business development. Candidates must have at least 10 years of financial planning experience, active CFP® certification, and proven skills in managing client relationships. The position offers a flexible schedule, competitive compensation, and a collaborative team environment.

Qualifications

• 10+ years of financial planning experience and CFP® certification are required.
• Strong direct client-facing experience, owning relationships instead of just supporting.
• Exceptional communication and trust-building skills.

Responsibilities

• Serve as primary contact for 100–125 affluent households.
• Deliver comprehensive financial planning.
• Own the full client meeting cycle.

Skills

Financial planning experience

Client relationship management

Strong planning knowledge

Proficiency with eMoney or RightCapital

Use of AI tools

Education

CFP® certification

Tools

eMoney

RightCapital

Job description

Relationship Manager & Servicing Advisor

Remote in Telluride, CO

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, blending traditional wealth management, fintech and technology production expertise. We’re backed by top‑tier venture capital firms and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more.

The Role

E3 Financial Planning, a high‑touch advisory practice founded in 2009, specializes in guiding women through every stage of their financial journey. 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 a flexible or reduced schedule may be considered 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: preparation, attendance, notes and follow‑up.
• Build relationships deep enough that clients come to you first.
• Prepare planning analyses, portfolio reviews and scenario modeling for advisor review.
• Maintain meticulous CRM records and workflows across Farther’s platform and planning software.
• Coordinate with Farther’s centralized operations 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) and 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.
• Experience in team‑based advisory models.

Why Join Us

• Competitive compensation 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 and Roth IRA options.
• Unlimited PTO.
• Ready to disrupt wealth management? Join us.

Equal Employment Opportunity

Farther is an equal opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law.