Relationship Manager & Servicing Advisor

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advisor role.

Requirements

• Series 65 (or equivalent) registration with clean U4 record
• 5 years of financial services experience in client-facing roles
• Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals
• Exceptional organizational skills
• Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization
• Excellent communication and relationship-building skills
• Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively
• Technology proficient - Comfortable learning new systems and leveraging technology for efficiency

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching & Roth IRA options
• Unlimited PTO