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Relationship Manager & Servicing Advisor
Relationship Manager & Servicing Advisor
FartherFarther, a rapidly growing RIA, is seeking a Relationship Manager & Servicing Advisor for E3 Financial Planning, a high-touch advisory practice specializing in guiding women through their financial journeys. This role involves serving as the primary point of contact for 100-125 affluent households, delivering comprehensive financial planning, and owning the full client meeting cycle. The ideal candidate will have a CFP® certification, 10+ years of direct client-facing financial planning experience, and proficiency with eMoney and/or RightCapital. This is an opportunity to build deep client relationships without business development or prospecting, leveraging AI tools and Farther's platform for efficient service.
