Farther

Personalized wealth management with data-driven guidance

Senior Financial Planner

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeDallas, TX, USANo salary listedHybrid

About the Job

Requirements

A Bachelor's degree in Finance, Economics, Business, or a related field.
CFP certification.
Seven to ten years of experience in financial services delivering financial plans to end-clients.
Familiarity with financial planning software such as RightCapital, 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.
Attention to detail and organizational abilities.
Written and verbal communication skills.
Ability to manage multiple projects while maintaining accuracy and meeting deadlines.
A team-oriented approach with a client-first focus.

Responsibilities

Develop, deliver, and maintain comprehensive and complex financial plans for 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 systematically.
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 using the technology platform.
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 by holding regular meetings with new advisors.

Desired Qualifications

Experience developing technology to assist with financial planning.
Series 65 license or ability to obtain it within 90 days.

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!

About the Company

Farther

Personalized wealth management with data-driven guidance

Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company size: 501-1,000
Company stage: Growth Equity (Non-Venture Capital)
Total funding: $268M
Headquarters: San Francisco, CA
Founded: 2019

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