Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
6 Farther Full Time Jobs Hiring Near You
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Relationship Manager & Servicing Advisor
Boston, MA · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Relationship Manager & Servicing Advisor
Boston, MA · On-site +1
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... Full-time preferred, though we're open to a flexible or reduced schedule for the right person. Your ...
Farther Jobs Information
What are the most popular jobs at Farther?
What are the most popular categories at Farther?
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
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