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Relationship Manager & Servicing Advisor

Farther

SeniorRemoteRemote in Scottsdale, AZ

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About Farther

Farther combines expert advisors with technology for tailored wealth management.

What you'd do

Manage client service requests and account updates
Deliver financial planning across various strategies
Own the full client meeting cycle
Build strong client relationships for trust and loyalty

What they're looking for

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

Perks

Competitive compensation package
Work with fintech experts
Opportunity to grow at a scaling startup