Relationship Manager & Servicing Advisor
F
FartherWealth Management
Remote in Telluride, COFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- CRM
Requirements
- CFP® certification
- 10+ years of financial planning experience
- Direct client-facing experience
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- Proficiency with eMoney and/or RightCapital
- Active AI tool user
- Exceptional follow-through
- Clear communicator who builds genuine client trust
- Series 65 (or equivalent)
- Clean U4
Responsibilities
- Serve as primary point of contact for 100–125 affluent households
- 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
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