Remote Relationship Manager & Servicing Advisor

Farther; Boston (MA); Hybrid; USD 80,000 - 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 firm is seeking a Relationship Manager & Servicing Advisor to serve as the primary contact for affluent households. This role focuses on delivering comprehensive financial planning without the need for business development. Ideal candidates will have CFP® certification and over 10 years of financial planning experience, along with direct client-facing experience. The company offers competitive compensation, full health benefits, and unlimited PTO.

Qualifications

• 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.

Responsibilities

• Serve as primary point of contact for 100–125 affluent households.
• Deliver comprehensive financial planning across multiple strategies.
• Coordinate with Farther’s centralized ops and investment teams.

Skills

CFP® certification

10+ years of financial planning experience

Direct client-facing experience

Strong planning knowledge

Proficiency with eMoney or RightCapital

Active AI tool user

Exceptional follow-through

Clear communicator

Series 65 or equivalent

Tools

eMoney

RightCapital

Job description

A growing wealth management firm is seeking a Relationship Manager & Servicing Advisor to serve as the primary contact for affluent households. This role focuses on delivering comprehensive financial planning without the need for business development. Ideal candidates will have CFP® certification and over 10 years of financial planning experience, along with direct client-facing experience. The company offers competitive compensation, full health benefits, and unlimited PTO.