Relationship Manager & Servicing Advisor at Farther

Company DescriptionFarther 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 RoleWere 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 ImpactServe as primary point of contact for routine client needs - account updates money movement paperwork and day-to-day questionsSchedule and coordinate client meetings for 65 clients (approximately twice yearly) managing all logistics and follow-upAttend client meetings take detailed notes and own post-meeting task completion and client communicationConduct investment analysis including gathering current holdings analyzing portfolios and preparing initial recommendations for advisor reviewSupport tax planning analysis including Roth conversion evaluations and other planning scenariosBuild trusted relationships with clients so they come to you first for routine needs freeing up the lead advisor for strategic workPotentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervisionCoordinate with Farthers centralized operations and investment teams for trade execution compliance and analysis supportMaintain meticulous CRM documentation and ensure timely completion of all client requestsCreate capacity for business development by delivering excellent day-to-day serviceThe Ideal MatchSeries 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required)5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship managementService-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-throughFinancial planning and investment knowledge across portfolio management retirement planning tax planning basics and wealth management fundamentalsExceptional organizational skills - Ability to juggle multiple client requests meeting schedules and follow-up tasks without dropping ballsStrong analytical capabilities for investment analysis portfolio review and data gathering/organizationExcellent communication and relationship-building skills - Can build trust and become clients preferred point of contactTeam player - Comfortable working closely with lead advisor taking direction and collaborating effectivelyTechnology proficient - Comfortable learning new systems and leveraging technology for efficiencyBonus PointsCFP certification or progress toward CFP designationExperience in paraplanner service advisor or junior advisor roles at RIA firmsBackground supporting high-net-worth clientsAdditional licenses or designations (Series 7 Series 66 ChFC CLU)Experience with portfolio analysis software and investment researchTax planning knowledge especially Roth conversion analysisPrevious experience in team-based models supporting lead advisorsFamiliarity with modern wealth management platformsWhy Join UsCompetitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits 401(k) matching & Roth IRA optionsUnlimited PTOReady 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