Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience -- you've owned relationships, not just supported them * Strong ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Direct client-facing experience -- you've owned relationships, not just supported them * Strong ...
Supervisory Principal
Phoenix, AZ · On-site
... Direct Participation Programs/Real Estate Investment Trusts. * Review client information ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Supervisory Principal
Phoenix, AZ · On-site
... Direct Participation Programs/Real Estate Investment Trusts. * Review client information ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Associate or Director - Industrial & Logistics
Phoenix, AZ · On-site
$18 - $24.50/hr
Hines is hiring an Associate or Director of Industrial and Logistics, title and compensation shall ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Associate or Director - Industrial & Logistics
Phoenix, AZ · On-site
$18 - $24.50/hr
Hines is hiring an Associate or Director of Industrial and Logistics, title and compensation shall ... RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce ...
Director, Custodian Operations and Strategy
Tempe, AZ · On-site
$120 - $170/hr
Director, Custodian Operations and Strategy Encino Building #2, 5707 Southwest Parkway, Austin ... Deep understanding of RIA/wealth advisory operations, portfolio management, performance reporting ...
Director, Custodian Operations and Strategy
Tempe, AZ · On-site
$120 - $170/hr
Director, Custodian Operations and Strategy Encino Building #2, 5707 Southwest Parkway, Austin ... Deep understanding of RIA/wealth advisory operations, portfolio management, performance reporting ...
*Remote* Tax Manager in US
Tempe, AZ · On-site +1
$90K - $150K/yr
You will direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs ... Big 4 firm experience preferred * Computer proficiency with software programs such as RIA ...
*Remote* Tax Manager in US
Tempe, AZ · On-site +1
$90K - $150K/yr
You will direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs ... Big 4 firm experience preferred * Computer proficiency with software programs such as RIA ...
Manufacturing Safety Manager
Phoenix, AZ · On-site
$105 - $140/hr
You've conducted machine risk assessments per ANSI/RIA R15.06, R15.08, ISO 10218-1/2, ISO/TS 15066 ... just directed contractors. * You've led root-cause investigations using 5-Why or fault tree ...
Manufacturing Safety Manager
Phoenix, AZ · On-site
$105 - $140/hr
You've conducted machine risk assessments per ANSI/RIA R15.06, R15.08, ISO 10218-1/2, ISO/TS 15066 ... just directed contractors. * You've led root-cause investigations using 5-Why or fault tree ...
Manufacturing Safety Manager
Phoenix, AZ · On-site
$93K - $155K/yr
You've conducted machine risk assessments per ANSI/RIA R15.06, R15.08, ISO 10218-1/2, ISO/TS 15066 ... just directed contractors. * You've led root-cause investigations using 5-Why or fault tree ...
Manufacturing Safety Manager
Phoenix, AZ · On-site
$93K - $155K/yr
You've conducted machine risk assessments per ANSI/RIA R15.06, R15.08, ISO 10218-1/2, ISO/TS 15066 ... just directed contractors. * You've led root-cause investigations using 5-Why or fault tree ...
Wealth Analyst
Scottsdale, AZ · On-site
... more direct role in client meetings, financial plan development, and relationship management ... an RIA firm or similar financial services setting, or strong relevant internship experience
Wealth Analyst
Scottsdale, AZ · On-site
... more direct role in client meetings, financial plan development, and relationship management ... an RIA firm or similar financial services setting, or strong relevant internship experience
... more direct role in client meetings, financial plan development, and relationship management ... an RIA firm or similar financial services setting, or strong relevant internship experience
... more direct role in client meetings, financial plan development, and relationship management ... an RIA firm or similar financial services setting, or strong relevant internship experience
Associate Private Wealth Advisor
Phoenix, AZ · On-site
... Director. Since that inception, the company has grown at over +29% per year for ten years running ... RIA) Expectation of growing into a Private Wealth Advisor in the coming years Strong interest in ...
Associate Private Wealth Advisor
Phoenix, AZ · On-site
... Director. Since that inception, the company has grown at over +29% per year for ten years running ... RIA) Expectation of growing into a Private Wealth Advisor in the coming years Strong interest in ...
... Director. Since that inception, the company has grown at over +29% per year for ten years running ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
... Director. Since that inception, the company has grown at over +29% per year for ten years running ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$110K - $144K/yr
The role reports directly to the Tax Director and offers a clear path for increased responsibility ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$110K - $144K/yr
The role reports directly to the Tax Director and offers a clear path for increased responsibility ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ... Ability to follow instructions as directed by members of Tax Team * Ability to prepare simple tax ...
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ... Ability to follow instructions as directed by members of Tax Team * Ability to prepare simple tax ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
Description Primarily responsible for assisting Tax Director with preparation of the Company's US ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
Description Primarily responsible for assisting Tax Director with preparation of the Company's US ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
Description Primarily responsible for assisting Tax Director with preparation of the Company's US ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
Description Primarily responsible for assisting Tax Director with preparation of the Company's US ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
Analyst- Tax
Chandler, AZ · On-site
Data collection and analysis (including accounting systems, tax systems, and direct inquiry to ... RIA Checkpoint), and Microsoft Office products with an emphasis on Excel * Strong verbal and ...
Analyst- Tax
Chandler, AZ · On-site
Data collection and analysis (including accounting systems, tax systems, and direct inquiry to ... RIA Checkpoint), and Microsoft Office products with an emphasis on Excel * Strong verbal and ...
Analyst- Tax
Chandler, AZ · On-site
Data collection and analysis (including accounting systems, tax systems, and direct inquiry to ... RIA Checkpoint), and Microsoft Office products with an emphasis on Excel * Strong verbal and ...
Analyst- Tax
Chandler, AZ · On-site
Data collection and analysis (including accounting systems, tax systems, and direct inquiry to ... RIA Checkpoint), and Microsoft Office products with an emphasis on Excel * Strong verbal and ...
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ... Ability to follow instructions as directed by members of Tax Team * Ability to prepare simple tax ...
Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process ... Ability to follow instructions as directed by members of Tax Team * Ability to prepare simple tax ...
$71K/yr
... as: self-directed research, conferring with other practitioners and technical experts ... Strong computer research skills including Westlaw, RIA, and ALIS. Must be skilled in reading and ...
$71K/yr
... as: self-directed research, conferring with other practitioners and technical experts ... Strong computer research skills including Westlaw, RIA, and ALIS. Must be skilled in reading and ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
... Director with preparation of the Company's US federal income tax returns. Secondary ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
Senior Tax Analyst - Federal Compliance
Phoenix, AZ · On-site
$85K - $116K/yr
... Director with preparation of the Company's US federal income tax returns. Secondary ... Proficient in use of BNA, RIA, CCH and other tax and accounting research tools. Preferred ...
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Job description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
Your Impact
- 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
The Ideal Match
- 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
Bonus Points
- 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
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019