Senior Relationship Manager & Financial Planning Advisor

Farther Finance, LLC; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

Bright fintech team

Startup growth

Growth path

Job summary

E3 Financial Planning operates on the Farther platform and seeks a Relationship Manager & Servicing Advisor to own a dedicated segment of a 250+ household book. No business development—focus on planning and client relationships.

Full-time preferred, with flexibility for a reduced schedule for the right person. You will act as the primary contact for 100–125 affluent households, delivering comprehensive planning across retirement, tax, estate, and equity compensation, and owning the full client

Qualifications

• CFP certification and 10+ years of financial planning experience.
• Direct client-facing experience owning relationships, not just supporting them.
• Strong planning knowledge across retirement, tax, estate, and equity compensation.
• Proficiency with eMoney and/or RightCapital.

Responsibilities

• Serve as primary 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 for advisor review.
• Maintain CRM records and workflows across Farther’s platform.
• 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.

Skills

Client relationship management

Executive communication

AI tool usage

Problem solving

Education

CFP certification

Series 65

Tools

eMoney

RightCapital

Job description

E3 Financial Planning operates on the Farther platform and seeks a Relationship Manager & Servicing Advisor to own a dedicated segment of a 250+ household book. No business development—focus on planning and client relationships.

Full-time preferred, with flexibility for a reduced schedule for the right person. You will act as the primary contact for 100–125 affluent households, delivering comprehensive planning across retirement, tax, estate, and equity compensation, and owning the full client