Relationship Manager & Servicing Advisor
Farther, Telluride, CO, United States
Relationship Manager & Servicing Advisor
Remote in Telluride, CO
Company Description 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, blending traditional wealth management, fintech and technology production expertise. We’re backed by top‑tier venture capital firms and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more.
The Role E3 Financial Planning, a high‑touch advisory practice founded in 2009, specializes in guiding women through every stage of their financial journey. Operating on the Farther platform, E3 manages over 250 households across the country. We’re adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book.
No business development, no prospecting – just great planning and client relationships. Full‑time preferred, though a flexible or reduced schedule may be considered for the right person.
Your Impact
Serve as primary point of contact for 100–125 affluent households: service requests, account updates, money movement and day‑to‑day questions.
Deliver comprehensive financial planning across retirement, tax, estate, equity compensation and goal‑based strategies.
Own the full client meeting cycle: preparation, attendance, notes and follow‑up.
Build relationships deep enough that clients come to you first.
Prepare planning analyses, portfolio reviews and scenario modeling for advisor review.
Maintain meticulous CRM records and workflows across Farther’s platform and planning software.
Coordinate with Farther’s centralized operations and investment teams for trade execution and compliance support.
Use AI tools and Farther’s platform to work efficiently and scale service quality.
The Ideal Match
CFP® certification with 10+ years of financial planning experience.
Direct client‑facing experience – you’ve owned relationships, not just supported them.
Strong planning knowledge across retirement, tax, estate and equity compensation.
Proficiency with eMoney and/or RightCapital.
Active AI tool user – not just open to it, actually doing it.
Exceptional follow‑through – nothing slips.
Clear communicator who builds genuine client trust.
Series 65 (or equivalent) and clean U4.
Bonus Points
Background in a paraplanner, service advisor or associate advisor role at an RIA.
HNW or UHNW client experience.
Familiarity with Farther’s platform or similar modern wealth‑tech stacks.
Experience in team‑based advisory models.
Why Join Us
Competitive compensation 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 and Roth IRA options.
Unlimited PTO.
Ready to disrupt wealth management? Join us.
Equal Employment Opportunity Farther is an equal opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr
Company Description 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, blending traditional wealth management, fintech and technology production expertise. We’re backed by top‑tier venture capital firms and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more.
The Role E3 Financial Planning, a high‑touch advisory practice founded in 2009, specializes in guiding women through every stage of their financial journey. Operating on the Farther platform, E3 manages over 250 households across the country. We’re adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book.
No business development, no prospecting – just great planning and client relationships. Full‑time preferred, though a flexible or reduced schedule may be considered for the right person.
Your Impact
Serve as primary point of contact for 100–125 affluent households: service requests, account updates, money movement and day‑to‑day questions.
Deliver comprehensive financial planning across retirement, tax, estate, equity compensation and goal‑based strategies.
Own the full client meeting cycle: preparation, attendance, notes and follow‑up.
Build relationships deep enough that clients come to you first.
Prepare planning analyses, portfolio reviews and scenario modeling for advisor review.
Maintain meticulous CRM records and workflows across Farther’s platform and planning software.
Coordinate with Farther’s centralized operations and investment teams for trade execution and compliance support.
Use AI tools and Farther’s platform to work efficiently and scale service quality.
The Ideal Match
CFP® certification with 10+ years of financial planning experience.
Direct client‑facing experience – you’ve owned relationships, not just supported them.
Strong planning knowledge across retirement, tax, estate and equity compensation.
Proficiency with eMoney and/or RightCapital.
Active AI tool user – not just open to it, actually doing it.
Exceptional follow‑through – nothing slips.
Clear communicator who builds genuine client trust.
Series 65 (or equivalent) and clean U4.
Bonus Points
Background in a paraplanner, service advisor or associate advisor role at an RIA.
HNW or UHNW client experience.
Familiarity with Farther’s platform or similar modern wealth‑tech stacks.
Experience in team‑based advisory models.
Why Join Us
Competitive compensation 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 and Roth IRA options.
Unlimited PTO.
Ready to disrupt wealth management? Join us.
Equal Employment Opportunity Farther is an equal opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr