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Relationship Manager & Servicing Advisor

Farther

Mid levelRemoteRemote in Telluride, CO

Want to help affluent households thrive?

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About Farther

Farther combines expert advisors with tech for wealth management.

What you'd do

Manage 100–125 affluent households
Prepare financial planning analyses
Own the full client meeting cycle
Maintain meticulous CRM records

What they're looking for

CFP® certification and 10+ years
Direct client-facing experience
Strong planning knowledge
Proficiency with eMoney or RightCapital