Senior Financial Planner

Farther; San Francisco (CA); Vor Ort; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Growth opportunities

Zusammenfassung

Farther Finance, LLC seeks a Senior Financial Planner to support our financial planning team by developing and maintaining detailed financial plans for diverse client segments. You will work at the intersection of client service and technical planning, assisting senior advisors to deliver comprehensive wealth management solutions.

The role requires CFP certification and 7–10 years of experience delivering plans, with expertise in 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 major planning software: Right Capital, eMoney, MoneyGuidePro.

Aufgaben

• Develop, deliver and maintain comprehensive financial plans for mass affluent to UHNW clients on behalf of senior advisors.
• Prepare detailed Monte Carlo analyses for cash flow projections and retirement scenarios.
• Create and maintain client planning documentation and reports.
• Support advisors in preparing for client meetings by analyzing financial data.

Kenntnisse

Analytical skills

Attention to detail

Communication skills

Project management

Team player

Ausbildung

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

CFP certification

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