Farther

Role Description 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 Qualifications - 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 Benefits - 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 - Full health benefits + 401(k) matching & Roth IRA options - Unlimited PTO

• Generate and update financial plans for prospective clients in planning software • Analyze and recommend investment portfolios for clients • Perform tax impact analysis for client portfolios changes • Coordinate all prospect and client meetings and meeting agendas • Manage and track client follow-up tasks • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description You've built a book. Now you want to grow it—with better technology, real support, and without the bureaucracy. The Focus Team exists to help experienced advisors scale their practices by providing infrastructure, market access, and collaborative resources that would take years to build independently. This isn't about fitting into someone else's system. It's about plugging into a team that amplifies what you've already built while giving you access to new markets, coordinated events, and a support structure that actually works. We run the Focus Team with accessible leadership and a collaborative culture. Your clients remain yours. Your success contributes to the team, and the team's resources accelerate your growth. The Focus Team Difference - Unmatched Market Access: We conduct events inside major corporations nationwide. When prospects see you presenting in their own building, credibility is instant. This access took years to build. You get it immediately. - Specialized Knowledge Training: We teach you the internal language, benefits structures, and culture of our target companies so deeply that prospects assume you're one of them. - Dedicated Support Infrastructure: A dedicated team for client service, marketing support from our team, and premium tools—resources that let you focus on clients instead of operations. - Accessible, Collaborative Culture: Leadership is hands-on and approachable. The team lead does the same work he asks anyone else to do. Your input shapes team direction. Senior advisors mentor those coming up, and everyone's success lifts everyone else. Your Impact - Transition & Grow Your Book: Bring your existing client relationships onto Farther's modern platform—then leverage Focus Team resources to grow. Our coordinated events, market access, and marketing infrastructure open doors that would be impossible to access solo. - Access New Markets: The Focus Team has established relationships inside major Fortune 500 companies nationwide. We run events inside these companies, giving you access to qualified high-net-worth prospects in environments where trust is pre-established. - Leverage Specialized Knowledge: Tap into deep institutional knowledge of our target markets. Our training on internal company terminology, benefits structures, and culture is so thorough that prospects often assume you work alongside them. - Contribute to Team Growth: Share your expertise with developing advisors. As you progress toward partnership, you'll help shape the team's direction and mentor the next generation—building something bigger than just your own book. Qualifications - Existing book of business with established client relationships - Series 65 or 66 license (required) - Track record of client retention and organic growth - Desire to grow beyond your current capacity with team resources - Collaborative mindset—willing to share knowledge and support teammates - Entrepreneurial drive toward eventual practice ownership Bonus Points - CFP, CFA, ChFC, or other advanced certifications - Experience with corporate retirement plans, executive comp, or small business owners - Existing relationships at large corporations - Experience mentoring or training a junior advisor Benefits - Comprehensive medical benefits (health & dental, vision) & retirement benefits 401(k) matching & Mega Backdoor Roth - Unlimited PTO - Growth opportunities at a fast-scaling fintech - Veteran industry experts to learn from Transitions Made Simple We streamline your client transition with personalized planning, communication support, and full operational assistance — letting you focus on what matters most. Compensation Competitive base salary plus uncapped commission structure, plus the opportunity to grow your book 3X faster with better client solutions and virtually zero operations and admin work. Location Flexibility Work where you work best. We're built for both remote and hybrid collaboration across major hubs and anywhere in between. Ready to disrupt wealth management? Let's talk!