Farther
Relationship Manager & Servicing Advisor
Remote in Boston, MA +1 · Remote · Manager · Full-time · Posted Apr 7, 2026
- Location
- Remote in Boston, MA
Remote - Experience
- 10+ years of financial planning experience.
About the job
Manage a dedicated segment of E3 Financial Planning’s client base, delivering financial planning and relationship service to affluent households without business development or prospecting.
What you'll do
- Serve as the primary contact for 100–125 households and manage service requests, account updates, and client questions.
- Deliver comprehensive financial planning and own client meeting preparation, follow-up, and relationship management.
- Prepare planning analyses and portfolio reviews, maintain CRM workflows, and coordinate with operations and investment teams.
What they ask for
- CFP® certification.
- 10+ years of financial planning experience.
- Direct client-facing experience owning client relationships.
- Series 65 (or equivalent) and a clean U4; proficiency with eMoney and/or RightCapital; active use of AI tools.
Nice to have
- RIA experience in a paraplanner, service advisor, or associate advisor role; HNW or UHNW client experience.
- Familiarity with Farther’s platform or similar wealth technology, additional designations, or team-based advisory models.
Tools
eMoney, RightCapital, Farther's platform, CRM
AI focus
Use AI tools to work efficiently and scale service quality; active AI tool use is expected.
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