Relationship Manager & Servicing Advisor

Farther; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A growing wealth management company in the United States is seeking a Relationship Manager & Servicing Advisor to support affluent households. Responsibilities include delivering comprehensive financial planning, managing client relationships, and serving as the primary point of contact. Ideal candidates should hold a CFP® certification and possess over ten years of experience in financial planning. The position offers competitive compensation, full health benefits, and the opportunity to work with cutting-edge technology in a collaborative team environment.

Qualifications

• 10+ years of direct financial planning experience.
• Experience in managing client relationships independently.
• Strong knowledge in tax, estate, and equity compensation planning.

Responsibilities

• Serve as primary point of contact for affluent households.
• Deliver comprehensive financial planning services.
• Own the complete client meeting cycle effectively.

Skills

CFP® certification

Financial planning experience

Client relationship management

Planning knowledge across retirement

Proficiency with eMoney and RightCapital

Following through on commitments

Effective communication skills

Use of AI tools in financial planning

Tools

eMoney

RightCapital

Job 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
• 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
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!