🕒 2 days ago
Own month-end accounting and financial control, including reconciliations, gaming revenue and duties, while improving scalable finance processes and supporting reporting across teams and markets.
Client Relationship Manager, Wealth Advisory
🕒 2 days ago
Wealth ManagementRIA OperationsClient Relationship ManagementSeries 65
📜 Description
- Serve as the first point of contact for client requests, handling money movement, distributions, and account changes while escalating advisor-level matters.
- Prepare meetings using the CRM, Black Diamond, and Farther app; record notes and route follow-up actions to the appropriate teams.
- Conduct weekly account reviews and coordinate trading and cash checks, asset transfers, RMDs, and Roth conversions.
- Track client touchpoints, prepare quarterly review materials, and follow up with referrals and prospects.
- Coordinate client events, budgets, and centers-of-influence relationships.
🛠️ Requirements
- Familiarity with equity compensation and corporate benefits
- Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
- Client/prospect business development experience including events, gifting, sales calls, etc.
- Series 7 or 63, or CFP coursework
✨ Benefits
- 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
- Full health benefits + 401(k) matching & Roth IRA options
Full 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
You'll be the right hand to a Managing Director, Wealth Advisor on Farther's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth.
This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams.
Your Impact
- Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor
- Own the meeting rhythm: prep across our CRM, Black Diamond, and the Farther app, log notes, and route follow-ups
- Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions
- Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects
- Manage the practice behind the scenes: client events, budget, and COI relationships
The Ideal Match
- Active Series 65 (or equivalent) license
- Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients
- Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
- Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing
Bonus Points
- Familiarity with equity compensation and corporate benefits
- Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.
- Client/prospect business development experience including events, gifting, sales calls, etc.
- Series 7 or 63, or CFP coursework
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
- Full health benefits + 401(k) matching & Roth IRA options
Ready to disrupt wealth management? Let's talk!
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