Senior Financial Planner - Tech-Driven Wealth Growth

Farther Finance, LLC; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a Senior Financial Planner to support our advisors and elevate client experiences through detailed planning and analysis. You will develop complex plans and leverage technology to deliver sophisticated recommendations for a diverse client base in a fast-growing wealth platform.

You will collaborate with a dynamic team, manage multiple projects, and stay current with planning software. This role offers growth within a startup environment and competitive benefits.

Qualifications

• 7–10 years of experience delivering financial plans to clients
• Experience with mass affluent to UHNW client bases
• Proficient in major planning software (RightCapital, eMoney, MoneyGuidePro)
• Strong knowledge of equity compensation and tax strategies
• Excellent written and verbal communication

Responsibilities

• Develop and deliver comprehensive financial plans for mass affluent to UHNW clients.
• Run monte-carlo analyses for cash flow, retirement scenarios and risk.
• Create and maintain client planning documentation and reports.
• Support advisors by gathering and analyzing relevant financial data for meetings.
• Identify opportunities to improve planning processes using our tech platform.
• Stay current with financial planning software and technology platforms.
• Maintain detailed records of client interactions and planning decisions.
• Promote the planning team within the advisor community with regular meetings.

Skills

Financial planning

Analytical skills

Communication

Project management

Education

Bachelor's degree in Finance/ Economics/ Business

Tools

RightCapital

eMoney

MoneyGuidePro

Job description

Farther is seeking a Senior Financial Planner to support our advisors and elevate client experiences through detailed planning and analysis. You will develop complex plans and leverage technology to deliver sophisticated recommendations for a diverse client base in a fast-growing wealth platform.

You will collaborate with a dynamic team, manage multiple projects, and stay current with planning software. This role offers growth within a startup environment and competitive benefits.