Wealth Advisory Client Relations Lead

Farther Finance, LLC; United States; Remote; USD 85,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Job summary

Farther Finance, LLC is seeking a Client Relationship Manager, Wealth Advisory to support a Managing Director on the Focus Team. This remote role handles daily practice operations, client engagements, and end-to-end follow-up, enabling the advisor to focus on advice and growth.

You will manage client requests, CRM activities, and weekly reviews, helping sustain relationships with high-net-worth clients while coordinating with teams across the firm.

Qualifications

• Active Series 65 (or equivalent) license.
• Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients.
• Comfortable with portfolio and CRM tools like Black Diamond and HubSpot.
• Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing.

Responsibilities

• Be the first stop for client requests, from money movement and distributions to account changes.
• Own the meeting rhythm: prep across our CRM, log notes, and route follow-ups.
• Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions.
• Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects.
• Manage the practice behind the scenes: client events, budget, and COI relationships.

Skills

Strong communication

Client services

Attention to detail

Education

Series 65 license

Tools

Black Diamond

HubSpot

Job description

Farther Finance, LLC is seeking a Client Relationship Manager, Wealth Advisory to support a Managing Director on the Focus Team. This remote role handles daily practice operations, client engagements, and end-to-end follow-up, enabling the advisor to focus on advice and growth.

You will manage client requests, CRM activities, and weekly reviews, helping sustain relationships with high-net-worth clients while coordinating with teams across the firm.