Farther
Relationship Manager & Servicing Advisor
Remote in Boston, MA · Full-time
Sponsorship not specified$100k-$125kDetected 64 days ago
CRMBusiness Development
About 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.
- No business development, no prospecting - just great planning and client relationships.
Responsibilities
- Own the full client meeting cycle - prep, attendance, notes, and all follow-up
- Build relationships deep enough that clients come to you first
- 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
- Chart your own growth path as we expand
- Clear communicator who builds genuine client trust
Requirements
- Proficiency with eMoney and/or RightCapital
Compensation
- Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
Benefits
- Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies
- Strong planning knowledge across retirement, tax, estate, and equity compensation
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