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Client Relationship Advisor

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Farther Finance

2021-12-03 10:02:44

Job location New York City (Manhattan), New York, United States

Job type: fulltime

Job industry: Call Centre / CustomerService

Job description

Job Description

As a Client Relationship Advisor, you will be the first point of contact to tell the Farther story.You will be responsible for responding to paid for leads and prospect inquires in a timely manner. You will be communicating the value propostion of Farther and setting up a more in depth conversation with a Financial Advisor. You will use your relationship building skills to understand the propsects needs and make for a smooth transitional handoff.

As a pioneering member of Farthers advisor team, this is more than just a run of the mill wealth management opportunity - its an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.

Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.

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