Senior Financial Planner — Tech-Driven Wealth for HNW

Farther Finance, LLC; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Full health benefits + 401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is a rapidly growing wealth management firm seeking a Senior Financial Planner to support our financial advisors and enhance the client experience through detailed planning and analysis. You will create and maintain comprehensive financial plans while collaborating with advisors to deliver outstanding wealth management services.

The ideal candidate brings 7–10 years of experience in delivering client financial plans, deep knowledge of equity compensation and tax strategies, and strong

Qualifications

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

Responsibilities

• 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

Skills

Financial planning

Analytical skills

Client service

Project management

Team collaboration

Education

Bachelor's degree in Finance, Economics, Business

Tools

Right Capital

eMoney

MoneyGuidePro

Job description

Farther is a rapidly growing wealth management firm seeking a Senior Financial Planner to support our financial advisors and enhance the client experience through detailed planning and analysis. You will create and maintain comprehensive financial plans while collaborating with advisors to deliver outstanding wealth management services.

The ideal candidate brings 7–10 years of experience in delivering client financial plans, deep knowledge of equity compensation and tax strategies, and strong