Relationship Manager & Servicing Advisor
Farther, Scottsdale, AZ, United States
Relationship Manager & Servicing Advisor
Remote in Scottsdale, AZ
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 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.
The Role E3 Financial Planning is a high‑touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey—from entrepreneurs and working mothers to widows navigating new chapters. 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 we're open to a flexible or reduced schedule 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—prep, attendance, notes, and all follow‑up
Build relationships deep enough that clients come to you first
Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
Maintain meticulous CRM records and workflows across Farther’s platform and planning software
Coordinate with Farther’s centralized ops 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); 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 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
As set forth in Farther’s Equal Employment Opportunity policy, 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 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.
The Role E3 Financial Planning is a high‑touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey—from entrepreneurs and working mothers to widows navigating new chapters. 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 we're open to a flexible or reduced schedule 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—prep, attendance, notes, and all follow‑up
Build relationships deep enough that clients come to you first
Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review
Maintain meticulous CRM records and workflows across Farther’s platform and planning software
Coordinate with Farther’s centralized ops 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); 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 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
As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr