scout22 › Jobs › Farther › Relationship Manager & Servicing Advisor

Relationship Manager & Servicing Advisor

Farther

Mid levelRemoteRemote in Telluride, CO

Help affluent clients navigate their financial journey.

Apply in one tap on the scout22 app — your details fill themselves in on every application Apply on Farther's website fill out every field yourself, every time

Already have scout22? Open this job in the app

About Farther

Farther combines expert advisors with technology for tailored wealth management.

What you'd do

Manage service requests and account updates for clients
Deliver comprehensive financial planning
Own the client meeting cycle from prep to follow-up
Build strong client relationships for repeat inquiries

What they're looking for

CFP® certification
10+ years of financial planning experience
Strong planning knowledge across key areas
Proficiency with eMoney or RightCapital

Perks

Competitive comp package
Work with bright minds in fintech
Growth opportunities in a scaling startup