Relationship Manager & Servicing Advisor
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Job Location:
Salt Lake, UT - USA
Monthly Salary:
$ 250 - 500
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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
Were 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 youll focus entirely on exceptional client service and relationship management - no business development or prospecting required.
Youll work in close partnership with our Principal Wealth Advisor (Mitch) and Farthers 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.
Were 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.
Your Impact
- 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
- Attend client meetings take detailed notes and own post-meeting task completion and client communication
- Conduct investment analysis including gathering current holdings analyzing portfolios and preparing initial recommendations for advisor review
- Support tax planning analysis including Roth conversion evaluations and other planning scenarios
- Build trusted relationships with clients so they come to you first for routine needs freeing up the lead advisor for strategic work
- Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
- Coordinate with Farthers centralized operations and investment teams for trade execution compliance and analysis support
- Maintain meticulous CRM documentation and ensure timely completion of all client requests
- Create capacity for business development by delivering excellent day-to-day service
The Ideal Match
- Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required)
- 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management
- Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through
- Financial planning and investment knowledge across portfolio management retirement planning tax planning basics and wealth management fundamentals
- Exceptional organizational skills - Ability to juggle multiple client requests meeting schedules and follow-up tasks without dropping balls
- Strong analytical capabilities for investment analysis portfolio review and data gathering/organization
- Excellent communication and relationship-building skills - Can build trust and become clients preferred point of contact
- Team player - Comfortable working closely with lead advisor taking direction and collaborating effectively
- Technology proficient - Comfortable learning new systems and leveraging technology for efficiency
Bonus Points
- 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
- Additional licenses or designations (Series 7 Series 66 ChFC CLU)
- Experience with portfolio analysis software and investment research
- Tax planning knowledge especially Roth conversion analysis
- Previous experience in team-based models supporting lead advisors
- Familiarity with modern wealth management platforms
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
Ready to disrupt wealth management Lets talk!
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
