Associate Financial Advisor / Paraplanner

Farther Finance; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Farther Finance is on the lookout for an Associate Financial Advisor to support advisors and clients with financial expertise. This role offers a unique opportunity to impact the wealth management industry while providing exceptional client service.

The ideal candidate will possess a Bachelor’s degree, financial planning coursework, and at least two years in a securities-related environment. Excellent communication skills and attention to detail are essential for success at Farther.

Qualifications

• Minimum 2 years working in a securities-related environment.
• Exceptional skills in portfolio analysis and tax impact modeling.
• High attention to detail and level of discretion.

Responsibilities

• Generate and update financial plans for prospective clients.
• Analyze and recommend investment portfolios for clients.
• Perform tax impact analysis for client portfolio changes.
• Coordinate all prospect and client meetings.
• Manage and track client follow-up tasks.

Skills

Portfolio analysis

Asset allocation

Securities selection

Model portfolio management

Tax impact modeling

Communication skills (written and oral)

Education

Bachelor’s degree

Financial planning coursework completed

Tools

Right Capital or equivalent

Portfolio analysis tools

Job description

• Full-time

Company Description

Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.

We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard‑earned dollar to reduce their tax bills. In other words, we help our clients go Farther.

Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.

Job Description

As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.

As a pioneering member of Farther’s advisor team, this is more than just a run‑of‑the‑mill wealth management opportunity – it’s 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 fastidious 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.

Responsibilities

• Generate and update financial plans for prospective clients in planning software
• Analyze and recommend investment portfolios for clients
• Perform tax impact analysis for client portfolio changes
• Coordinate all prospect and client meetings and meeting agendas
• Manage and track client follow‑up tasks
• Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

Requirements

• Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
• Excellent communicator, in both written and oral form
• Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
• High attention to detail
• High level of discretion
• Passion for building a better personal finance experience
• Bachelor’s degree and financial planning coursework completed
• Minimum of 2 years working in a securities‑related environment
• Series 65 or equivalent; clean U4

Bonus Points

• CFA or CFP certification

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Location

Contact the recruiter for location details.