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Jobs(26,614)/Wealth Manager Role(14)/Farther (7) - Client Relationship Manager, Wealth Advisory
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Farther

Farther - Client Relationship Manager, Wealth Advisory

Remote - USA *+ Equity2d ago
RemoteNAWealth ManagerCustomer Service ManagerProspectingBusiness DevelopmentCFP

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 • Ready to disrupt wealth management? Let's talk!

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