Farther

Personalized wealth management with data-driven guidance

Relationship Manager & Servicing Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeScottsdale, AZ, USANo salary listedRemote

About the Job

Requirements

CFP® certification and at least 10 years of financial planning experience.
Direct client-facing experience owning client relationships.
Strong financial planning knowledge across retirement, tax, estate, and equity compensation.
Proficiency with eMoney and/or RightCapital.
Active use of AI tools.
Series 65 or equivalent and a clean U4.

Responsibilities

Serve as the primary point of contact for 100–125 affluent households, handling 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, including preparation, attendance, notes, and follow-up.
Build strong client relationships so clients come to the advisor first.
Prepare planning analyses, portfolio reviews, and scenario modeling, including Roth conversions and distribution strategies, for advisor review.
Maintain accurate CRM records and workflows across Farther's platform and planning software.
Coordinate with centralized operations and investment teams for trade execution and compliance support.
Use AI tools and Farther's platform to work efficiently and scale service quality.

Desired Qualifications

Background in a paraplanner, service advisor, or associate advisor role at an RIA.
Experience with high-net-worth or ultra-high-net-worth clients.
Familiarity with Farther's platform or similar modern wealth technology stacks.
Additional designations such as ChFC, CLU, or CDFA.
Experience in team-based advisory models.

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re 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. We're 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 we're open to a flexible or reduced schedule for the right person.

Your Impact

Serve as primary point of contact for 100–125 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 Farther's platform and planning software
Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support
Use AI tools and Farther's platform to work efficiently and scale service quality

The Ideal Match

CFP® certification with 10+ years of financial planning experience
Direct client-facing experience — you've 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 Farther's 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

About the Company

Farther

Personalized wealth management with data-driven guidance

Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company size: 501-1,000
Company stage: Growth Equity (Non-Venture Capital)
Total funding: $268M
Headquarters: San Francisco, CA
Founded: 2019

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