Relationship Manager & Servicing Advisor

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more.

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
• Clear communicator who builds genuine client trust
• Series 65 (or equivalent); clean U4

Benefits

• Competitive compensation package
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO