Scout22 › Jobs › Farther › Relationship Manager & Servicing Advisor

Relationship Manager & Servicing Advisor

Farther

SeniorRemoteRemote in Scottsdale, AZ

Own your client relationships without the hustle.

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 tech for tailored wealth management.

What you'd do

Handle service requests and updates
Deliver comprehensive financial planning
Own the full client meeting cycle
Prepare analyses for advisor review

What they're looking for

CFP® certification required
10+ years in financial planning
Direct client-facing experience
Proficiency with eMoney or RightCapital