Wealth Advisory - Relationship 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

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top‑tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You’ll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven’t asked yet. As the Relationship Manager for a well‑established Austin‑based advisory practice, you’re the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.

The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high‑touch, detail‑oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.

Your Impact

• Own the day‑to‑day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks.
• Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved.
• Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate.
• Coordinate client onboarding, account transitions, and service requests in partnership with operations.
• Prepare the advisor for client meetings: gather materials, take notes, and own post‑meeting follow‑up.
• Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet.

The Ideal Match

• 2–5 years in a client‑facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred).
• Proven track record managing high‑touch relationships with high‑net‑worth individuals or families.
• Exceptional follow‑through, clients never have to chase you twice.
• Warm, professional communicator who builds trust naturally.
• Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball.
• Series 65 or equivalent a plus; CFP coursework welcomed.

Bonus Points

• Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.).
• CRM proficiency (Salesforce, Redtail, or similar).
• Genuine love of the details, you’re the person who remembers the kids’ names and the dog’s birthday.
• Familiarity with modern wealth tech platforms.

Why Join Us

• Competitive comp package that rewards impact.
• Work alongside some of the brightest minds in fintech.
• Ground‑floor opportunity at a fast‑scaling startup.
• Chart your own growth path as we expand.
• Full health benefits + 401(k) matching & Roth IRA options.