Skip to main content

Relationship Manager & Servicing Advisor

L5

fartherSpringfield, MOyesterday
Relationship Manager & Servicing Advisor
Hybrid: Springfield, Missouri
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
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Springfield, MO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

yesterday

To get sharper similar jobs, create your profile using the link below.

Create profile