# Relationship Manager & Servicing Advisor
**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Remote
**Experience:** 10+ years
**Skills:** Cfp, Emoney, Rightcapital, AI Tools, CRM, Financial Planning, Series 65, Roth Conversions, Portfolio Reviews, Scenario Modeling
**Posted:** 2026-04-13
> Manages relationships and servicing for 100-125 affluent households, delivering financial planning on retirement, tax, estate, and equity compensation. Prepares analyses and coordinates with teams using AI tools and wealth platforms; requires CFP, 10+ years experience, and Series 65.
## Job Description
## 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
**Apply:** https://hotfix.jobs/jobs/relationship-manager-servicing-advisor-at-farther-finance-a489fa47-244a-42d5-a891-d1031bde327a
**Canonical:** https://hotfix.jobs/jobs/relationship-manager-servicing-advisor-at-farther-finance-a489fa47-244a-42d5-a891-d1031bde327a