Remote Investments Jobs · Series 65

• Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
• Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
• Manage practice behind the scenes: client events, budget, and COI relationships.

Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.

• Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
• Serve as the main point of contact for investment and portfolio management, including implementations.
• Develop investment deliverables for prospective clients while collaborating with key internal teams.

Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.

• Build and grow your own firm, powered by Savvy's platform and resources.
• Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.

Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.