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Farther - Relationship Manager & Servicing Advisor

Remote - in Boston, MA+ Equity3mo ago

Remote Staff NA Advisor Partnership Manager

Requirements

• Background in a paraplanner, service advisor, or associate advisor role at an RIA • HNW or UHNW client experience • Familiarity with Farther's platform or similar modern wealth tech stacks • Additional designations (ChFC, CLU, CDFA) • Experience in team-based advisory models

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

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