Relationship Manager & Servicing Advisor at Farther

Salt Lake City, Utah, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth ManagementIndustries

Requirements

Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required)
5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management
Service-first mindset - genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through
Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals
Exceptional organizational skills - ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls
Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization
Excellent communication and relationship-building skills - can build trust and become clients' preferred point of contact
Team player - comfortable working closely with lead advisor, taking direction, and collaborating effectively
Technology proficient - comfortable learning new systems and leveraging technology for efficiency
Bonus: CFP certification or progress toward CFP designation

Responsibilities

Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions
Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up
Attend client meetings, take detailed notes, and own post-meeting task completion and client communication
Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review
Support tax planning analysis, including Roth conversion evaluations and other planning scenarios
Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work
Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision
Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support
Maintain meticulous CRM documentation and ensure timely completion of all client requests
Create capacity for business development by delivering excellent day-to-day service

Skills

Key technologies and capabilities for this role

client servicerelationship managementwealth managementaccount managementmoney movementclient meetingslogistics coordinationtask follow-uphigh-net-worth clients

Questions & Answers

Common questions about this position

What qualifications are required for the Relationship Manager & Servicing Advisor role?

Candidates must have Series 65 (or equivalent) registration with a clean U4 record and 5 years of financial services experience in client-facing roles. CFP is a plus but not required.

Is business development required in this role?

No business development or prospecting is required; the role focuses entirely on exceptional client service and relationship management for an established book of high-net-worth clients.

What does the company culture at Farther look like?

Farther has a collaborative team of entrepreneurs passionate about helping clients and teammates achieve more, with a focus on breaking through walls to get things done the right way.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this role remote or does it require office work?

This information is not specified in the job description.

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters

2019Year Founded

$114.8MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.

High valuation post-Series B raises pressure to meet investor expectations.

Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.

The firm offers a proprietary platform with smart features for personalized financial advice.

Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.

The $72 million Series C funding supports expansion of Farther's advisor network.

Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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