Wealth Advisory - Relationship Manager

fartherfinance· Wealth Management
Apply Now ↗
📍 Hybrid - Austin, Texas

About this role

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

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.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. 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.

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. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.

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. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.

Your Impact

  • Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
  • Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
  • Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
  • Coordinate client onboarding, account transitions, and service requests in partnership with operations
  • Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
  • Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet

The Ideal Match

  • 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)
  • Proven track record managing high-touch relationships with high-net-worth individuals or families
  • Exceptional follow-through, clients never have to chase you twice
  • Warm, professional communicator who builds trust naturally
  • Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
  • Series 65 or equivalent a plus; CFP coursework welcomed

Bonus Points

  • Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
  • CRM proficiency (Salesforce, Redtail, or similar)
  • Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
  • Familiarity with modern wealth tech platforms

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
  • Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!



Frequently Asked Questions

Is the salary disclosed for the Wealth Advisory - Relationship Manager position at fartherfinance?
The salary for this Wealth Advisory - Relationship Manager role at fartherfinance is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Wealth Advisory - Relationship Manager position at fartherfinance located?
This Wealth Advisory - Relationship Manager role at fartherfinance is based in Hybrid - Austin, Texas. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Wealth Advisory - Relationship Manager at fartherfinance belong to?
This Wealth Advisory - Relationship Manager position is part of the Wealth Management department at fartherfinance. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth Advisory - Relationship Manager position at fartherfinance?
Click the "Apply Now" button on this page. You will be redirected to fartherfinance's official application portal hosted on greenhouse where you can submit your application directly.
When was the Wealth Advisory - Relationship Manager job at fartherfinance posted?
This Wealth Advisory - Relationship Manager position at fartherfinance was posted on Jun 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Wealth Advisory - Relationship Manager
fartherfinance
Apply for this role ↗

You'll be redirected to fartherfinance's official application page on Greenhouse.