Relationship Manager & Servicing Advisor
FartherWealth Management company
Scottsdale, United StatesMid
CapitalG
Bessemer Venture Partners
Khosla Ventures
Viewpoint Ventures
Context Ventures
Cota Capital
Sales & Account Management
About the role
TL;DR
Manage client relationships and provide financial planning services for affluent households.
Required skills
CRMFP&A
Domain expertise
fintech
Benefits & perks
equity, health insurance, remote work
Tech stack
CRMExcelPowerPointSlackNotionGreenhouse