CFP & Relationship Manager - Remote

Overview

As a CFP & Relationship Manager on the Momentum Team here at Farther, you will be responsible for managing a portfolio of wide ranging clients, ensuring they receive comprehensive financial advice and superior service.

In Short

• Lead complex financial planning initiatives, providing expert guidance and education.
• Conduct in-depth client consultations to develop and implement comprehensive financial strategies.
• Serve as the subject matter expert on all stages of the financial planning process.
• Drive efficiency improvements in our planning processes and proactively identify opportunities for enhancement.
• Provide personalized financial advice and solutions, leveraging a deep understanding of wealth management products and services.
• Conduct regular reviews of clients' portfolios, ensuring alignment with their investment objectives and risk tolerance.
• Collaborate with internal teams to create the most optimal financial solutions to your clients.
• Ensure compliance with regulatory requirements and company policies.
• Work closely with other members of the Advisor Team to provide seamless and comprehensive service to clients.

Requirements

• CFP certification (or enrolled candidate) with 5+ years of financial planning experience.
• Expertise in equity compensation, retirement planning, and cash flow analysis.
• Passion for, and proven track record of building and managing client relationships with meticulous attention to detail.
• Outstanding communication skills and ability to explain complex concepts clearly.
• Self-starter mindset with strong collaborative abilities.
• Ability to adhere to a schedule based on client and prospect needs.
• Consistently demonstrated ambition, drive, and grit.
• Expert, current knowledge of investment products and services across personal finance.
• Ability to convey financial advice with empathy, understanding, humility, and confidence.
• Passion for building a better personal finance experience.

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.