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Relationship Manager & Servicing Advisor

Farther

SeniorRemoteRemote in Boston, MA

Ready to help clients achieve their financial goals?

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About Farther

Farther combines expert advisors with technology to provide tailored wealth management.

What you'd do

Manage service requests and account updates
Deliver comprehensive financial planning
Own the full client meeting cycle
Build deep client relationships

What they're looking for

CFP® certification
10+ years of financial planning experience
Direct client-facing experience
Proficiency with eMoney and/or RightCapital

Perks

Competitive comp package
Work with top minds in fintech
Ground-floor opportunity at a scaling startup