Relationship Manager & Servicing Advisor

Company Description

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

Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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

Were seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where youll focus entirely on exceptional client service and relationship management - no business development or prospecting required.

Youll work in close partnership with our Principal Wealth Advisor (Mitch) and Farthers centralized operations team to deliver seamless proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable rewarding position without the pressure of building their own book.

Were looking for someone who takes pride in being the go-to person for clients excels at follow-through and finds satisfaction in excellent service delivery.

Your Impact

• Serve as primary point of contact for routine client needs - account updates money movement paperwork and day-to-day questions
• Schedule and coordinate client meetings for 65 clients (approximately twice yearly) managing all logistics and follow-up
• Attend client meetings take detailed notes and own post-meeting task completion and client communication
• Conduct investment analysis including gathering current holdings analyzing portfolios and preparing initial recommendations for advisor review
• Support tax planning analysis including Roth conversion evaluations and other planning scenarios
• Build trusted relationships with clients so they come to you first for routine needs freeing up the lead advisor for strategic work
• Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
• Coordinate with Farthers centralized operations and investment teams for trade execution compliance and analysis support
• Maintain meticulous CRM documentation and ensure timely completion of all client requests
• Create capacity for business development by delivering excellent day-to-day service

The Ideal Match

Bonus Points

Why Join Us

Ready to disrupt wealth management Lets talk!

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Advisor

Experience : years

Vacancy : 1

Monthly Salary Salary : 250 - 500