Senior Financial Planner — Wealth Tech & Planning

Farther Finance, LLC; Phoenix (AZ); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Farther Finance, LLC is seeking a Senior Financial Planner to join the Financial Planning team. You will play a pivotal role in supporting our financial advisors by building and maintaining comprehensive financial plans for mass affluent to UHNW clients, leveraging our cutting-edge planning technology and data-driven insights.

You will contribute to the growth of modern wealth management, collaborate across teams, and help enhance client experiences while advancing planning processes and

Qualifikationen

• CFP certification required.
• 7–10 years of financial services experience delivering financial plans.
• Familiar with Right Capital, eMoney, MoneyGuidePro.
• Deep knowledge of equity compensation and advanced tax strategies.
• Experience coordinating 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 with deadlines.
• Team player mentality with a client-first approach.

Aufgaben

• Develop, deliver and maintain comprehensive financial plans for mass affluent, High Net Worth and Ultra High Net Worth clients.
• 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.

Kenntnisse

Analytical skills

Attention to detail

Communication skills

Multi-project management

Team player mindset

Ausbildung

CFP certification

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

Tools

Right Capital

eMoney

MoneyGuidePro

Jobbeschreibung

Farther Finance, LLC is seeking a Senior Financial Planner to join the Financial Planning team. You will play a pivotal role in supporting our financial advisors by building and maintaining comprehensive financial plans for mass affluent to UHNW clients, leveraging our cutting-edge planning technology and data-driven insights.

You will contribute to the growth of modern wealth management, collaborate across teams, and help enhance client experiences while advancing planning processes and