Senior Financial Planner | WealthTech & Growth
Farther Finance, LLC
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Job summary
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.
Qualifications
- 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.
Responsibilities
- 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.
Skills
Education
Tools
Job description
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.
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