Associate Financial Advisor & Paraplanner (Wealth Tech)

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

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.