Relationship Manager & Servicing Advisor

📋 Description

• • The Relationship Manager & Servicing Advisor will serve as the primary point of contact for 100–125 affluent households, managing service requests, account updates, money movement, and day-to-day financial questions without any business development or prospecting responsibilities.
• • Day-to-day duties include delivering comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies; owning the full client meeting cycle (prep, attendance, notes, follow-up); preparing planning analyses, portfolio reviews, and scenario modeling for advisor review; maintaining meticulous CRM records; coordinating with Farther’s centralized ops and investment teams; and leveraging AI tools and the Farther platform to enhance service efficiency and quality.
• • Farther Finance LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver tailored wealth management, backed by top-tier venture capital and fintech investors, and built on a culture of entrepreneurial collaboration and innovation.
• • In this role, the individual will deepen client relationships to become the trusted first point of contact, gain exposure to advanced wealth tech and AI-driven tools, refine expertise in complex financial planning domains, and contribute to scaling a high-touch advisory practice serving over 250+ households nationwide.