Senior Relationship & Wealth Planning 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

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