Father Gabriel Richard High School - Ann Arbor, Michigan

Relationship Manager – Servicing Advisor

Father Gabriel Richard High School - Ann Arbor, Michigan

full-time

Posted on:

Location Type: Remote

Location: Arizona • Colorado • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

SeniorLead

About the role

  • 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

Requirements

  • 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
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
  • Unlimited PTO
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningportfolio reviewsscenario modelingRoth conversionsdistribution strategiesplanning analysesclient meeting cycle
Soft Skills
relationship buildingexceptional follow-throughclear communicationclient trust
Certifications
CFP®Series 65