Wealth Client Relationship Manager (Licensed)

Farther Finance, LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

401(k) matching

Job summary

Farther Finance, LLC is seeking a detail-oriented Wealth Advisor operations partner on the Focus Team in New York. You will run day-to-day practice operations, ensuring clients feel looked after while the advisor focuses on guidance and growth.

Ideal candidates hold an active Series 65 license or equivalent, with several years in wealth management or advisor support for high-net-worth clients. Proficiency with Black Diamond and HubSpot is preferred, along with a warm, clear communication style.

Qualifications

• Active Series 65 license required or equivalent.
• Several years of wealth management experience, servicing high-net-worth clients.
• Comfortable using portfolio tools and CRM systems.

Responsibilities

• Serve as the right hand to a Managing Director, Wealth Advisor, handling day-to-day practice operations.
• Manage client engagements, follow-up processes and routing actions to teams.
• Prepare for meetings, log notes in the CRM, and support weekly reviews and transfers.

Skills

Series 65 license

Wealth management experience

CRM proficiency

Excellent communication

Tools

Black Diamond

HubSpot

Job description

Farther Finance, LLC is seeking a detail-oriented Wealth Advisor operations partner on the Focus Team in New York. You will run day-to-day practice operations, ensuring clients feel looked after while the advisor focuses on guidance and growth.

Ideal candidates hold an active Series 65 license or equivalent, with several years in wealth management or advisor support for high-net-worth clients. Proficiency with Black Diamond and HubSpot is preferred, along with a warm, clear communication style.