About this role
Relationship Manager & Servicing Advisor at Farther. Location: Boston, Massachusetts, United States. Role: serve clients, plan analyses, update CRM records Requirements: CFP certification with 10+ years of financial planning; Series 65; direct client experience; proficient with planning tools; AI tool user. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, RightCapital, AI tools, CRM software Certifications: cfp, series 65 Commitment: Full Time Workplace: Remote Languages: English