Fartherfinance
Senior Financial Planner
Hybrid - Dallas, TX. Posted a month ago
The role
You will support financial advisors by developing and maintaining complex financial plans for mass affluent, High Net Worth, and Ultra High Net worth clients. You will perform monte-carlo analyses, prepare client documentation, and use technology platforms to improve the client experience.
What you will do
- Develop, deliver and maintain comprehensive and complex financial plans
- Prepare detailed goals-based monte-carlo analyses
- Create and maintain client financial planning documentation and reports
- Support advisors in preparing for client meetings
- Identify opportunities to improve financial planning processes and client experience
- Stay current with financial planning software and technology platforms
- Maintain detailed records of client interactions and planning decisions
- Build awareness of the planning team within the advisor community
Required qualifications
- 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
Nice to have
- Experience developing technology to assist with financial planning
- Series 65 license or ability to obtain within 90 days
Benefits
- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
About the company
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The company is backed by venture capital firms, fintech investors, and industry leaders.