Relationship Manager & Servicing Advisor
Manages relationships and servicing for 100-125 affluent households, delivering financial planning on retirement, tax, estate, and equity compensation. Prepares analyses, handles client meetings, and uses planning software and AI tools; requires CFP and 10+ years experience.
About the job
Responsibilities
- 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
Requirements
- 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
Nice-to-Haves
- 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
Skills
Cfp, Emoney, Rightcapital, AI Tools, CRM, Financial Planning, Series 65, Roth Conversions, Tax Planning, Estate Planning
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