CFP & Relationship Manager - Remote

Overview

As a CFP & Relationship Manager on the Momentum Team at Farther, you will manage a portfolio of clients, providing comprehensive financial advice and superior service.

In Short

• Lead complex financial planning initiatives.
• Conduct in-depth client consultations.
• Serve as the subject matter expert on financial planning.
• Drive efficiency improvements in planning processes.
• Provide personalized financial advice and solutions.
• Conduct regular reviews of clients' portfolios.
• Collaborate with internal teams for optimal solutions.
• Ensure compliance with regulatory requirements.
• Work closely with the Advisor Team for seamless service.

Requirements

• CFP certification (or enrolled candidate) with 5+ years of experience.
• Expertise in equity compensation and retirement planning.
• Proven track record of managing client relationships.
• Outstanding communication skills.
• Self-starter mindset with collaborative abilities.
• Ability to adhere to client schedules.
• Demonstrated ambition and drive.
• Current knowledge of investment products.
• Ability to convey financial advice with empathy.
• Passion for improving personal finance experiences.

Benefits

• Competitive compensation package.
• Work alongside top minds in fintech.
• Ground-floor opportunity at a fast-scaling startup.
• Chart your own growth path.
• Full health benefits + 401(k) matching.
• Unlimited PTO.