About this role
Wealth Advisory - Relationship Manager at Farther. Location: Austin, Texas, United States. Role: managing relationships, coordinating onboarding, maintaining CRM Requirements: 2–5 years client-facing experience in wealth management, proven high-touch relationship management with HNW clients, CRM proficiency (Salesforce/Redtail), strong communication, organization; Series 65 or CFP coursework a plus. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Salesforce, Redtail Certifications: series 65, cfp Commitment: Full Time Workplace: Hybrid Languages: English