Wealth Advisory & Client Relations Manager

Fartherfinance; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Job summary

Fartherfinance is seeking a Relationship Manager in Austin, Texas. You will be responsible for managing the day-to-day client relationships and serving as the primary liaison between clients and the service team. This role involves building trust with high-net-worth individuals and ensuring exceptional client service without the need for business development.

The ideal candidate will have 2-5 years of experience in a similar client-facing role, showcasing strong organizational skills and attention to detail. Competitive compensation and full health benefits are offered.

Qualifications

• 2–5 years in a client-facing support role at a wealth management or financial services firm.
• Proven track record managing high-touch relationships with high-net-worth individuals.
• Exceptional follow-through; clients never have to chase you twice.

Responsibilities

• Own the day-to-day client relationship, proactively managing touchpoints.
• Serve as primary liaison between clients and the service team, escalating issues urgently.
• Maintain a meticulous CRM with accurate client records and activity logs.

Skills

Client relationship management

Proactive communication

Organizational skills

Detail-oriented

Education

Series 65 or equivalent

CFP coursework

Tools

CRM proficiency

Job description

Fartherfinance is seeking a Relationship Manager in Austin, Texas. You will be responsible for managing the day-to-day client relationships and serving as the primary liaison between clients and the service team. This role involves building trust with high-net-worth individuals and ensuring exceptional client service without the need for business development.

The ideal candidate will have 2-5 years of experience in a similar client-facing role, showcasing strong organizational skills and attention to detail. Competitive compensation and full health benefits are offered.