Farther

Wealth Advisory - Relationship Manager

Hybrid - Austin, Texas

Sponsorship not specifiedDetected 29 days ago

SalesforceCRMOrganizational Skills

About the role

You'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet.

Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
Warm, professional communicator who builds trust naturally
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.
Chart your own growth path as we expand
Just building real relationships and making sure clients always feel taken care of.

The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence.

Full health benefits + 401(k) matching & Roth IRA options
The practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence.

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.

This listing is sourced directly from Farther's careers page and normalized into a canonical job model.