Certified Financial Planning Specialist

Farther; Dallas (TX); On-site; USD 60,000 - 120,000; Full time

Job summary

An innovative firm is seeking a Certified Financial Planning Specialist to join its rapidly growing team. In this pivotal role, you will be the cornerstone of the client financial planning experience, leading complex initiatives and collaborating with cross-functional teams. This position offers the opportunity to shape the financial futures of clients while driving improvements in planning processes. With a competitive compensation package and a collaborative environment, you will work alongside some of the brightest minds in fintech, helping to redefine wealth management. If you're passionate about financial planning and eager to make an impact, this role is perfect for you.

Benefits

Competitive compensation package

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Qualifications

• 5+ years of financial planning experience with CFP certification or candidate status.
• Expertise in equity compensation, retirement, and education planning.

Responsibilities

• Lead financial planning initiatives and provide expert guidance.
• Conduct client consultations to develop comprehensive financial strategies.

Skills

Financial Planning

Client Relationship Management

Communication Skills

Data Management

Education

CFP Certification

Tools

RightCapital

Job 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

As a Certified Financial Planning Specialist, you'll be the cornerstone of our client financial planning experience, working directly with our RIA Sales and Advisor teams. In this pivotal role reporting to our Sr Director of Advisor Success, you'll shape the financial futures of our clients while helping to evolve our planning capabilities and processes.

Your Impact

• Lead complex financial planning initiatives, providing expert guidance and education to both clients and internal teams
• Conduct in-depth client consultations to develop and implement comprehensive financial strategies
• Serve as the subject matter expert on financial planning topics, particularly in areas of ISO, stock options, and private equity
• Drive efficiency improvements in our planning processes and proactively identify opportunities for enhancement
• Showcase the Farther Planning Experience to prospective clients, contributing to our growth
• Collaborate with cross-functional teams to ensure seamless delivery of planning services

The Ideal Match

• CFP certification (or enrolled candidate) with 5+ years of financial planning experience
• Deep expertise in equity compensation, retirement planning, and education planning
• Proven track record of managing client relationships with meticulous attention to detail
• Outstanding communication skills and ability to explain complex concepts clearly
• Self-starter mindset with strong collaborative abilities
• Passionate about financial planning and staying current with industry developments
• Comfortable with data management and technical tools

Bonus Points

• Experience with RightCapital or similar planning software platforms
• Background in working with high-net-worth individuals
• Previous experience in a fast-growing fintech environment

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!