Client Relationship Manager, Wealth Advisory
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 2d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 5d ago
The date the source published, not the day we noticed it (2026-10-27). Last seen at its source just now.
We have tracked this listing since 27 Oct 2026 (5 days). The employer's own board has carried it every time we have read it, most recently just now.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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Greenhouse employer's own board first seen 5d ago · last seen just now
The listing
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!