About this role
Relationship Manager & Servicing Advisor at Farther. Location: Telluride, Colorado, United States. Role: serving clients, coordinating meetings, maintaining CRM Requirements: CFP certification with 10+ years of financial planning; direct client-facing experience; Series 65; strong knowledge across retirement, tax, estate, and equity compensation; proficient with eMoney/RightCapital; AI tool user. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney, RightCapital, AI tools, Farther platform, CRM Certifications: cfp, series 65 Commitment: Full Time Workplace: Remote Languages: English