Senior Financial Planner

Farther; Dallas (TX); Vor Ort; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Competitive compensation

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Zusammenfassung

Farther seeks a Senior Financial Planner to support its Financial Planning team, partnering with advisors to deliver comprehensive wealth plans for mass affluent to UHNW clients. You will perform detailed analyses, develop goals-based plans, and maintain client documentation, helping to elevate the client experience.

Ideal candidates hold a CFP certification, possess 7–10 years of experience in financial planning, and are proficient with Right Capital, eMoney, or MoneyGuidePro.

Qualifikationen

• Bachelor's degree in Finance, Economics, Business, or related field.
• CFP certification required.
• 7–10 years of experience delivering financial plans to end-clients.
• Familiarity with Right Capital, eMoney or MoneyGuidePro.
• Deep knowledge of equity compensation and complex tax 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 with a client-first approach.

Aufgaben

• Develop, deliver and maintain comprehensive financial plans for mass affluent, HNW and UHNW clients on behalf of senior advisors.
• Prepare detailed goals-based Monte Carlo analyses for cash flow, retirement, and risk assessments.
• Create and maintain client planning documentation and reports.
• Support advisors in client meetings by gathering and analyzing financial data.
• Identify opportunities to improve planning processes using the technology platform.
• Stay current with financial planning software and technology platforms.
• Maintain detailed records of client interactions and planning decisions.
• Build awareness of the planning team within the advisor community through regular meetings.

Kenntnisse

CFP certification

Analytical skills

Communication skills

Project management

Detail oriented

Team player

Client-focused

Ausbildung

Bachelor's degree in Finance/Economics/Business

Tools

Right Capital

eMoney

MoneyGuidePro

Jobbeschreibung

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

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