Relationship Manager & Servicing Advisor

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
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO
• Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!