Paraplanner

Farther; Dallas (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth options

Unlimited PTO

Job summary

An innovative company in the wealth management sector is seeking a dedicated Paraplanner to join their Client Experience team. This entry-level role offers a unique opportunity to support financial advisors by developing comprehensive financial plans and conducting detailed analyses. You'll play a pivotal role in enhancing client experiences while collaborating with a team of passionate professionals. This fast-growing firm values your contributions and offers a competitive compensation package, full health benefits, and unlimited PTO. If you're ready to make an impact in the financial services industry, this is the perfect opportunity for you.

Qualifications

• 1-3 years of experience in financial services or wealth management.
• Proficiency with financial planning software and Microsoft Office Suite.

Responsibilities

• Develop and maintain comprehensive financial plans under guidance.
• Conduct in-depth research on financial products and market trends.

Skills

Analytical Skills

Attention to Detail

Communication Skills

Organizational Skills

Client Management

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

Tools

Financial Planning Software

Microsoft Office Suite

Right Capital

eMoney

MoneyGuidePro

Job description

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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

As a Paraplanner on the Client Experience team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.

Your Impact

• Develop and maintain comprehensive financial plans under the guidance of senior advisors and other members of the Financial Planning team
• Conduct in-depth research on financial products, investment opportunities, and market trends
• Prepare detailed financial analyses including cash flow projections, retirement scenarios, and risk assessments
• Create and maintain client financial planning documentation and reports
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Collaborate with the operations team to ensure smooth execution of client financial strategies
• Assist in monitoring and rebalancing client portfolios as needed
• Identify opportunities to improve financial planning processes and client experience
• Stay current with financial planning software and technology platforms
• Maintain detailed records of client interactions and planning decisions

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or related field
• 1-3 years of experience in financial services or wealth management
• Strong analytical and quantitative skills
• Excellent attention to detail and organizational abilities
• Proficiency with financial planning software and Microsoft Office Suite
• Outstanding written and verbal communication skills
• Ability to manage multiple projects while maintaining accuracy and meeting deadlines
• Team player mentality with a client-first approach

Bonus Points

• Progress toward or completion of CFP certification
• Experience working directly with clients
• Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro
• Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
• Knowledge of tax and estate planning concepts
• Experience in a RIA or wealth management firm
• Series 65 license or ability to obtain within 90 days

Why Join Us

• Competitive compensation 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 options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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