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Your digital family office

VP Financial Advisor, Client Service

$80k – $120k • 0.1% – 0.25%
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OVERVIEW

As VP Financial Advisor, you are the face of Farther to our clients. You own our client relationships and go to extraordinary lengths to deliver a first-class experience. You apply your history of success in relationship management and comprehensive finance knowledgebase to identify service opportunities for clients and to solve client challenges. As a pioneering member of Farther’s client service team, this is an opportunity to have a huge impact on the company and to help define how client service is done right.

RESPONSIBILITIES

Turn clients into raving fans
Own client relationship management and communicate with clients across videochat, chat, and email to provide an experience that consistently exceeds client expectations
Communicate in clear, understandable language Farther’s investment philosophy and guide clients through Farther recommendations based on client and market inputs
Prepare for client calls and execute on follow-ups
Be the voice of client to the rest of the Farther team
Develop, document, and automate aspects of the client service process

REQUIREMENTS

6+ years of experience in a client-facing relationship management role at a financial institution with a proven track record of client satisfaction
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Experience with and knowledge of standard operational aspects of client service (e.g., onboarding, ACATs, distributions)
Series 65 or equivalent; clean U4

BONUS POINTS

CFP certification
Passion for building a better personal finance experience

Farther Finance at a glance

Your digital family office

Farther Finance focuses on Financial Services, Personal Finance, and Fin Tech. Their company has offices in New York City, San Francisco, and San Francisco Bay Area. They have a small team that's between 1-10 employees.

You can view their website at https://farther.com or find them on Twitter, Facebook, and LinkedIn.

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