Relationship Manager & Servicing Advisor

The role

You will be the day-to-day point of contact for clients, handling questions, requests, and advice within your license. You will partner with client experience and operations teams to manage onboarding, account changes, and service requests.

What you will do

• Be the day-to-day point of contact for clients
• Handle questions, requests, and advice within your license
• Escalate to advisors when it matters and follow through until resolved
• Partner with client experience and operations teams for onboarding and service requests
• Keep client records and notes current

Required qualifications

• Series 65 (or equivalent)
• Experience in a client-facing planning, advisory, or service role
• Confident on the phone
• Emotional intelligence to stay calm and helpful when a client is stressed or upset
• Clear, professional communicator in writing and in conversation
• Organized, proactive, and comfortable owning follow-through from start to finish

Nice to have

• A small existing book (roughly $15M or less)
• CRM experience (HubSpot, Salesforce, Redtail, or similar)
• Comfort picking up new wealth tech platforms quickly
• CFP coursework or progress, or a financial planning background

Benefits

• Competitive comp package that rewards impact
• Competitive health benefits

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. SignalPoint Asset Management is a Springfield, MO based advisory practice that has been serving families since 2008.