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Wealth Advisory - Relationship Manager

Farther

Mid levelHybridHybrid - Austin, Texas

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About Farther

Farther combines expert advisors with tech for wealth management.

What you'd do

Manage client touchpoints
Liaise between clients and service team
Maintain an accurate CRM
Coordinate client onboarding

What they're looking for

2–5 years in client-facing role
Experience with high-net-worth clients
Exceptional follow-through
Warm, professional communicator