Wealth Client Relationship Manager (Licensed)

Farther Finance, LLC is seeking a detail-oriented Wealth Advisor operations partner on the Focus Team in New York. You will run day-to-day practice operations, ensuring clients feel looked after while the advisor focuses on guidance and growth.

Ideal candidates hold an active Series 65 license or equivalent, with several years in wealth management or advisor support for high-net-worth clients. Proficiency with Black Diamond and HubSpot is preferred, along with a warm, clear communication style.