Relationship Manager & Servicing Advisor

Nice to have:

CFP certification or progress toward CFP designation

Experience in paraplanner, service advisor, or junior advisor roles at RIA firms

Background supporting high-net-worth clients

Competitive comp package that rewards impact

Work alongside some of the brightest minds in fintech

Ground-floor opportunity at a fast-scaling startup

Chart your own growth path as we expand

Full health benefits + 401(k) matching & Roth IRA options

Unlimited PTO

We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required.

You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's centralized operations team to deliver seamless, proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable, rewarding position without the pressure of building their own book.

We're looking for someone who takes pride in being the go-to person for clients, excels at follow-through, and finds satisfaction in excellent service delivery.

Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions

Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.