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Wealth Advisory - Relationship Manager

Farther

Mid levelHybridHybrid - Austin, Texas

You're the go-to person for making clients feel valued and understood.

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About Farther

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology.

What you'd do

Proactively manage client touchpoints
Serve as liaison between clients and service team
Maintain up-to-date client CRM records
Coordinate client onboarding and service requests','Prepare materials,

What they're looking for

2–5 years in a client-facing support role
Proven track record with high-net-worth individuals
Exceptional follow-through
Highly organized with attention to detail

Perks

Competitive comp package
Full health benefits + 401(k) matching
Work alongside fintech experts