Relationship Manager & Servicing Advisor

The Role 

We're 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 you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required.

You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's 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.

We're 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 Impact 

• Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions
• Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up
• Attend client meetings, take detailed notes, and own post-meeting task completion and client communication
• Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review
• Support tax planning analysis, including Roth conversion evaluations and other planning scenarios
• Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work
• Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
• Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support
• Maintain meticulous CRM documentation and ensure timely completion of all client requests
• Create capacity for business development by delivering excellent day-to-day service

The Ideal Match 

• Series 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 management
• Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through
• Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals
• Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls
• Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization
• Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact
• Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively
• Technology proficient - Comfortable learning new systems and leveraging technology for efficiency

Bonus Points 

• CFP certification or progress toward CFP designation
• Experience in paraplanner, service advisor, or junior advisor roles at RIA firms
• Background supporting high-net-worth clients
• Additional licenses or designations (Series 7, Series 66, ChFC, CLU)
• Experience with portfolio analysis software and investment research
• Tax planning knowledge, especially Roth conversion analysis
• Previous experience in team-based models supporting lead advisors
• Familiarity with modern wealth management platforms

Why Join Us

• 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
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!