Client Relationship Manager, Wealth Advisory

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 19%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• Serve as the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team serving Fortune 500 professionals • Run the day-to-day practice so clients feel looked after and the advisor can focus on advice and growth • Manage client engagements and the end-to-end follow-up process • Act as the first stop for client requests, including money movement, distributions, and account changes • Escalate issues requiring advisor involvement • Prepare for meetings across the CRM, Black Diamond, and Farther app • Log notes and route follow-ups and tasks to appropriate teams • Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions • Track client touchpoints, prepare quarterly review materials, and follow up on referrals and prospects • Manage client events, budget, and COI relationships

🎯 Requirements

• 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 • Familiarity with equity compensation and corporate benefits • Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc. • Client/prospect business development experience including events, gifting, sales calls, etc. • Series 7 or 63, or CFP coursework

🏖️ Benefits

• Competitive comp package that rewards impact • Full health benefits • 401(k) matching • Roth IRA options • 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