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Financial Services, Fintech, Wealth Management

Relationship Manager & Servicing Advisor

Springfield, MOHybridFull TimePosted 3 days agoVisa sponsorship available

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Required skills

  • Series 65
  • client-facing planning
  • advisory
  • service role
  • CFP coursework
  • financial planning background
  • phone
  • emotional intelligence
  • calm
  • helpful

Nice to have

  • book of business
  • CRM
  • HubSpot
  • Salesforce
  • Redtail
  • wealth tech platforms

Role summary

SignalPoint Asset Management is seeking a licensed Servicing Advisor to manage day-to-day client interactions, questions, and requests. This role requires strong financial planning knowledge, empathy, and excellent communication skills. You will act as the primary client contact, escalating complex issues to advisors and collaborating with operations teams. The ideal candidate holds a Series 65 license and has experience in client-facing advisory or service roles, with CFP coursework being a plus. This hybrid or remote position offers a competitive compensation package and the opportunity to grow with a fast-scaling startup in wealth management.

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

SignalPoint Asset Management is a Springfield, MO based advisory practice that has been serving families since 2008. We're regular people who happen to love financial planning, and our practice has grown faster than our bandwidth, which is a good problem to have. We're a team of seven led by a Principal and Wealth Advisor, and we're looking for a licensed Servicing Advisor to be the go-to person for our clients day to day, so we can continuebringing in new ones.

You'll pair real planning know-how with genuine empathy, and clients will come to think of you as their person at the firm.

Your Impact

  • Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license
  • Escalate to the advisors when it matters and follow through until it's resolved
  • Partner with ourclient experience and operations teams to keep onboarding, account changes, and service requests moving
  • Keep client records and notes current so nothing slips through the cracks
  • Free up the advisors to focus on new business while you take on more as the practice continues to grow

    • The Ideal Match

  • Series 65 (or equivalent) and experience in a client-facing planning, advisory, or service role
  • CFP coursework or progress, or a financial planning background
  • Confident on the phone, with the emotional intelligence to stay calm and helpful when a client is stressed or upset
  • Clear, professional communicator in writing and in conversation
  • Organized, proactive, and comfortable owning follow-through from start to finish

    • Bonus Points

  • A small existing book (roughly $15M or less), to allow your focus to be on delivering world class service to existing and new clients. CRM experience (HubSpot, Salesforce, Redtail, or similar)
  • Comfort picking up new wealth tech platforms quickly

    • Why Join Us

  • Work alongside experienced advisors who have built a trusted, well-established practice
  • Hybrid in Springfield, MO or remote for the right person
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Competitive health benefits

    • Ready to disrupt wealth management? Let's talk!

    Ready to apply?
    You'll be redirected to Farther's application page.

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