Relationship Manager & Servicing Advisor
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Job Location:
Boston, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
4 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
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. Were 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 were open to a flexible or reduced schedule for the right person.
Your Impact
- Serve as primary point of contact for 100125 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 Farthers platform and planning software
- Coordinate with Farthers centralized ops and investment teams for trade execution and compliance support
- Use AI tools and Farthers platform to work efficiently and scale service quality
The Ideal Match
- CFP certification with 10 years of financial planning experience
- Direct client-facing experience youve 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 Farthers platform or similar modern wealth tech stacks
- Additional designations (ChFC CLU CDFA)
- 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
Required Experience:
Manager
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.
