客户关系经理及服务顾问
Relationship Manager & Servicing Advisor
### 公司简介
Farther 是一家快速发展的独立投资顾问公司，将专业顾问与前沿技术相结合，提供全面、定制化的财富管理体验。
Farther 的创始人来自私人财富行业，是领导者和创新者，拥有传统财富管理、金融科技和技术产品开发的独特结合经验。我们得到了顶级风险投资公司、金融科技投资者和行业领袖的支持。
加入 Farther 意味着加入一个由企业家组成的协作团队，他们热衷于帮助客户和同事取得更大的成就。如果你是一个不畏困难、坚持把事情做对的人，我们希望与你一起打造财富管理的未来。
**职位描述**
E3 财务规划是一家成立于 2009 年的高接触咨询服务，专注于帮助女性在财务旅程的每一个阶段——从创业者、职场妈妈到经历新章节的寡妇——提供指导。E3 在 Farther 平台上运营，管理全国超过 250+ 个家庭。我们正在招聘一名关系经理兼服务顾问，负责管理该客户群中的一块专属业务。无需进行业务拓展或寻找潜在客户，只需专注于优秀的规划和客户关系。全职优先，但我们也欢迎适合的人选考虑灵活或减少的工作时间。
**你的影响**
- 作为 100–125 个富裕家庭的主要联系人——处理服务请求、账户更新、资金流动和日常问题
- 提供全面的财务规划，涵盖退休、税务、遗产、股权激励和目标导向策略
- 管理完整的客户会议流程——准备、参与、记录和后续跟进
- 建立足够深入的关系，让客户首先想到你
- 为顾问审核准备规划分析、组合审查和情景建模（如罗斯转换、分配策略）
- 在 Farther 平台和规划软件上保持细致的 CRM 记录和工作流程
- 与 Farther 的中心化运营和投资团队协调，完成交易执行和合规支持
- 使用 AI 工具和 Farther 平台高效工作并提升服务质量
**理想的候选人**
- 持有 CFP® 认证，拥有 10+ 年财务规划经验
- 有直接面向客户的经历——你曾真正负责客户关系，而不仅仅是支持
- 在退休、税务、遗产和股权激励方面具备扎实的规划知识
- 熟练使用 eMoney 和
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### Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
**The Role**
E3 Financial Planning is a high-touch advisory practice founded in 2009, specializing in guiding women through every stage of their financial journey — from entrepreneurs and working mothers to widows navigating new chapters. Operating on the Farther platform, E3 manages over 250+ households across the country. We're adding a Relationship Manager & Servicing Advisor to own a dedicated segment of that book. No business development, no prospecting — just great planning and client relationships. Full-time preferred, though we're open to a flexible or reduced schedule for the right person.
**Your Impact**
- Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions
- 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
**The Ideal Match**
- CFP® certification with 10+ years of financial planning experience
- Direct client-facing experience — you've owned relationships, not just supported them
- Strong planning knowledge across retirement, tax, estate, and equity compensation
- Proficiency with eMoney and/or RightCapital
- Active AI tool user — not just open to it, actually doing it
- Exceptional follow-through — nothing slips
- Clear communicator who builds genuine client trust
- Series 65 (or equivalent); clean U4
**Bonus Points**
- 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
**Why Join Us**
- 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