Financial Services, Fintech, Wealth Management

Senior Financial Planner

Dallas, TXHybridFull TimeSeniorPosted 1 month agoVisa sponsorship available

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Required skills

CFP®
Right Capital
eMoney
MoneyGuidePro
equity compensation
advanced tax strategies
Social Security
Medicare
analytical skills
quantitative skills

Nice to have

Series 65
technology development

Role summary

Seeking a Senior Financial Planner to support financial advisors and enhance client experience. Responsibilities include developing and maintaining comprehensive financial plans for high-net-worth clients, performing detailed analyses, and improving planning processes. Requires 7-10 years of experience in financial services, a Bachelor's degree, and CFP® certification. Familiarity with financial planning software, equity compensation, advanced tax strategies, and Social Security/Medicare strategies is essential. Strong analytical, communication, and organizational skills are needed. This role offers growth opportunities in a fast-scaling fintech startup focused on disrupting wealth management.

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

As a Senior Financial Planner on the Financial Planning team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.

Your Impact

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

The Ideal Match

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

Bonus Points

Experience developing technology to assist with financial planning

Series 65 license or ability to obtain within 90 days

Why Join Us

Competitive comp package that rewards impact

Work alongside some of the brightest minds in fintech

Ground-floor opportunity at a fast-scaling startup

Chart your own growth path as we expand

Full health benefits + 401(k) matching & Roth IRA options

Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Ready to apply?

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