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Relationship Manager & Servicing Advisor

Farther

SeniorRemoteRemote in Boston, MA

Ready to guide clients through their financial journey?

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About Farther

Farther combines expert advisors with tech for tailored wealth management.

What you'd do

Serve as primary contact for households
Deliver comprehensive financial planning
Own the full client meeting cycle
Build deep client relationships

What they're looking for

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