Relationship Manager – Servicing Advisor

Job not on LinkedIn

🕒 April 8

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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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 primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies • Own the full client meeting cycle — prep, attendance, notes, and all follow-up • Build relationships deep enough that clients come to you first • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review • Maintain meticulous CRM records and workflows across Farther's platform and planning software • Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support • Use AI tools and Farther's platform to work efficiently and scale service quality

🎯 Requirements

• CFP® certification with 10+ years of financial planning experience • Direct client-facing experience — you've owned relationships, not just supported them • Strong planning knowledge across retirement, tax, estate, and equity compensation • Proficiency with eMoney and/or RightCapital • Active AI tool user — not just open to it, actually doing it • Exceptional follow-through — nothing slips • Clear communicator who builds genuine client trust • Series 65 (or equivalent); clean U4

🏖️ Benefits

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