Senior Financial Planner

MassMutual Ventures; Dallas (TX); Presencial; USD 100 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Resumo da oferta

Farther, Dallas, TX, is seeking a Senior Financial Planner to support our financial advisors and enhance client experience through detailed financial planning and analysis. You will help create comprehensive plans for mass affluent to UHNW clients at the intersection of service and technology.

You’ll use Right Capital, eMoney and MoneyGuidePro to run monte-carlo projections, optimize tax and Social Security strategies, and document client interactions while advancing planning processes across

Qualificações

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification and experience delivering client financial plans.
• 7–10 years of financial planning experience for end-clients.
• Knowledge of equity compensation, advanced tax strategies, Social Security/Medicare planning.
• Experience with Right Capital, eMoney or MoneyGuidePro.
• Strong analytical, attention to detail, and communication skills.

Responsabilidades

• Develop, deliver and maintain comprehensive financial plans for mass affluent to UHNW clients.
• Prepare detailed cash flow projections, retirement scenarios, and risk assessments.
• Create and maintain client planning documentation and reports.
• Support advisors in client meetings with data analysis and prep.
• Identify process improvements and leverage technology to enhance planning.
• Stay current with planning software and technology platforms.
• Maintain detailed records of client interactions and decisions.
• Grow awareness of the planning team within the advisor community.

Conhecimentos

CFP certification

Analytical skills

Quantitative skills

Communication skills

Project management

Client-focused

Team player

Formação académica

Bachelor's degree in Finance, Economics, Business, or related field

Ferramentas

Right Capital

eMoney

MoneyGuidePro

Descrição da oferta de emprego

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 Senior Financial Planner on the Financial Planning 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, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.
• Prepare detailed goals-based monte-carlo analyses to complete cash flow projections, retirement scenarios, and risk assessments
• Create and maintain client financial planning documentation and reports in a systematic way
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Identify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform.
• Stay current with financial planning software and technology platforms
• Maintain detailed records of client interactions and planning decisions
• Continuously build awareness of the planning team within the advisor community, holding regular meetings with new advisors

The Ideal Match

• Bachelor's degree in Finance, Economics, Business, or related field
• CFP® certification
• 7-10 years of experience in financial services delivering financial plans to end-clients
• Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro
• Deep knowledge of equity compensation, advanced tax strategies and coordination of complex Social Security and Medicare strategies
• Strong analytical and quantitative skills
• Excellent attention to detail and organizational abilities
• 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

• Experience developing technology to assist with financial planning
• Series 65 license or ability to obtain within 90 days

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