Farther · 2 hours ago
Relationship Manager & Servicing Advisor
Hybrid - Sandy, Utah
Full-time
Hybrid
Senior Level
5+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a tailored wealth management experience. The role focuses on exceptional client service and relationship management for high-net-worth clients, with no business development required.
ConsultingFinanceFinancial ServicesFinTechWealth Management
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
Qualification
Required
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 - You 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
Preferred
CFP certification or progress toward CFP designation
Experience in paraplanner, service advisor, or junior advisor roles at RIA firms
Background supporting high-net-worth clients
Additional licenses or designations (Series 7, Series 66, ChFC, CLU)
Experience with portfolio analysis software and investment research
Tax planning knowledge, especially Roth conversion analysis
Previous experience in team-based models supporting lead advisors
Familiarity with modern wealth management platforms
Benefits
Full health benefits
401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
2025-11-19
2025-11-19
2025-08-13
Company data provided by crunchbase