Fartherfinance is seeking a Relationship Manager & Servicing Advisor to provide high-touch financial planning services to affluent households. The role focuses on client relationship management without business development, emphasizing comprehensive financial strategies and exceptional service
Job Summary
Serve as 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, owning the full client meeting cycle.
Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support, utilizing AI tools and the platform for efficiency.
Matching Summary
Match Score: 85
Fartherfinance is seeking a Relationship Manager & Servicing Advisor to provide high-touch financial planning services to affluent households. The role focuses on client relationship management without business development, emphasizing comprehensive financial strategies and exceptional service.