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Startup Advisor Jobs (NOW HIRING)

Homesight Inc

... help advise & scale the portfolio organization quickly. In this role you will: * Develop and ... Worked in an early stage startup environment * Exceptional communication, negotiation, and ...

Forward

Membership Advisor

Los Angeles, CA · On-site

$15.50 - $20.25/hr

We're searching for an in-store sales advisor to guide existing Forward members and to sell Forward ... S. * 1-3 years in a high-growth sales environment, preferably at a tech startup. * Proven track ...

Fora

Advisor Business Insights Manager

New York, NY · On-site

$100K - $130K/yr

... advisors, can build something both profitable and personal. Founded in 2021 by seasoned ... We've also been recognized as a LinkedIn Top Startup 2024, Fast Company's Most Innovative Companies ...

Evergreen Plumbing

HVAC Comfort Advisor

Salem, OR · On-site

HVAC Comfort Advisor Evergreen Plumbing, Heating & Air Evergreen Plumbing, Heating & Air is a ... This is not a startup gamble. It's a chance to step into a high-demand sales role backed by an ...

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How much do startup advisor jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for startup advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is a Startup Advisor job?

A Startup Advisor is an experienced professional who provides strategic guidance, mentorship, and expertise to early-stage companies. They help founders navigate challenges such as fundraising, product development, go-to-market strategy, and scaling operations. Advisors typically offer industry insights, connections, and problem-solving skills to accelerate growth. Their role can be formal or informal, often compensated with equity, a stipend, or goodwill.

What are the key skills and qualifications needed to thrive in the Startup Advisor position, and why are they important?

To thrive as a Startup Advisor, you need deep expertise in business strategy, startup operations, and financial modeling, typically backed by experience founding or scaling businesses. Familiarity with tools like CRM systems, pitch deck software, and data analytics platforms is highly valued, along with credentials such as an MBA or industry-specific certifications. Strong interpersonal skills, mentorship ability, and the capacity to build trust are essential for effectively guiding founders. These skills enable advisors to provide actionable insights, foster confident decision-making, and help startups navigate complex, fast-paced environments.

What are some typical challenges a Startup Advisor might encounter when working with early-stage companies?

Startup Advisors often face challenges such as helping founders prioritize tasks amid limited resources, navigating rapidly changing business models, and fostering alignment among diverse founding teams. Advisors may need to address gaps in market knowledge, manage founder expectations, and offer guidance through periods of uncertainty or pivoting. Success in this role involves balancing hands-on support with providing strategic guidance while fostering an environment of trust and open communication. You’ll likely work closely with both technical and non-technical team members, so adaptability and the ability to translate complex ideas into actionable steps are highly valued.

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Startup Advisor jobs near you
Relationship Manager & Servicing Advisor

Relationship Manager & Servicing Advisor

Farther

Telluride, CO

Full-time

Re-posted 8 days ago

Job description

Company 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
Farther logo

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

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