Client Relationship Manager, Wealth Advisory
Farther
WorldwideFully remoteFull TimeMid LevelFinance & Banking
Posted 1 hour ago1h agoApply link checked 7 minutes ago
Why we think you can apply
- Hiring model
- Open worldwide · the employer states no country restriction
- Work from
- Anywhere, the UAE included
Posted 1 hour ago · apply link checked 7 minutes ago
About the role
Responsibilities
- Be the first stop for client requests, from money movement and distributions to account changes
- Own the meeting rhythm: prep across CRM, Black Diamond and the Farther app, log notes, route follow-ups
- Run weekly account reviews, trading and cash checks, asset transfers, RMDs and Roth conversions
- Keep relationships warm with touchpoint tracking, quarterly review materials and referral follow-up
- Manage the practice behind the scenes: client events, budget and COI relationships
Requirements
- Active Series 65 (or equivalent) license
- Several years in wealth management, RIA operations or advisor support
- Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
- Sound judgment, sharp attention to detail, clear communication
Preferred Qualifications
- Familiarity with equity compensation and corporate benefits
- Financial planning concepts for high net worth individuals
- Client or prospect business development experience
- Series 7 or 63, or CFP coursework
Benefits
- Competitive compensation package
- Full health benefits and 401(k) matching with Roth IRA options
- Ground-floor opportunity at a fast-scaling startup
About the Company
Farther is a rapidly growing RIA combining expert advisors with technology to deliver tailored wealth management.
What we look for
- Active Series 65 (or equivalent) license
- Several years in wealth management, RIA operations or advisor support
- Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
- Sound judgment, sharp attention to detail, clear communication
- Familiarity with equity compensation and corporate benefits
- Financial planning concepts for high net worth individuals
- Client or prospect business development experience
- Series 7 or 63, or CFP coursework
CRMHubspotwealth managementSeries 65CFPBlack DiamondSeries 7Series 63
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Farther
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NeverApply scores every new listing against your CV, salary floor and visa. A handful of real matches by morning.
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