Relationship Manager & Servicing Advisor

The role

This person will serve as the primary point of contact for 100–125 affluent households. They will deliver financial planning and own the full client meeting cycle.

What you will do

• Serve as primary point of contact for 100–125 affluent households
• Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
• Own the full client meeting cycle
• Build relationships with clients
• Prepare planning analyses, portfolio reviews, and scenario modeling
• Maintain CRM records and workflows
• Coordinate with centralized ops and investment teams
• Use AI tools and Farther's platform

Required qualifications

• CFP® certification
• 10+ years of financial planning experience
• Direct client-facing experience
• Strong planning knowledge across retirement, tax, estate, and equity compensation
• Proficiency with eMoney and/or RightCapital
• Active AI tool user
• Series 65 (or equivalent)
• clean U4

Nice to have

• Background in a paraplanner, service advisor, or associate advisor role at an RIA
• HNW or UHNW client experience
• Familiarity with Farther's platform or similar modern wealth tech stacks
• Additional designations (ChFC, CLU, CDFA)
• Experience in team-based advisory models

Benefits

• Competitive comp package that rewards impact
• 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

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. E3 Financial Planning is a high-touch advisory practice operating on the Farther platform.