Relationship Manager & Servicing Advisor
FartherColorado, United States
Posted April 7, 2026
Full Time
About the Company
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.
Job Description
Join Farther, a rapidly growing RIA, as a Relationship Manager & Servicing Advisor. You will work with 100-125 affluent households, delivering comprehensive financial planning and building strong client relationships.
Requirements
- CFP certification
- 10+ years of financial planning experience
- Direct client-facing experience
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- Proficiency with eMoney and/or RightCapital
- Active AI tool user
- Exceptional follow-through and clear communication skills
- Series 65 (or equivalent); clean U4
Benefits
- Competitive comp package
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Full health benefits
- 401(k) matching & Roth IRA options
- Unlimited PTO