Senior Financial Planner
Farther Finance
Salary undisclosed
Need a reasonable accommodation to apply or interview? Contact us.
JobMinglr uses automated technology to recommend jobs based on profile information and job preferences. Match Score does not determine eligibility for a position, prevent a user from viewing or applying to a job, or make hiring decisions on behalf of an employer.
Description
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!
Benefits
- 401(k)
- paid time off
- stock options
About this role
Farther Finance is seeking a Senior Financial Planner to serve as the technical backbone of its financial planning operation, working hybrid from Dallas. You'll develop comprehensive financial plans for mass affluent through ultra-high-net-worth clients, conducting detailed Monte Carlo analyses, tax strategy coordination, and complex Social Security planning on behalf of senior advisors. The role bridges client service and technical expertise—you'll prepare analyses that advisors use in client meetings, maintain planning documentation, and identify ways to streamline processes through the firm's technology platform.
This position requires a CFP® certification and seven to ten years of experience delivering financial plans directly to clients. You'll need strong command of financial planning software (Right Capital, eMoney, or MoneyGuidePro), deep expertise in equity compensation and advanced tax strategies, and sharp analytical skills paired with meticulous attention to detail. The ideal candidate is organized, communicates clearly both in writing and verbally, and can juggle multiple complex projects without dropping accuracy.
You'd be joining a venture-backed RIA founded by wealth management and fintech veterans who are building modern wealth management infrastructure. The role offers competitive compensation, full benefits with 401(k) matching, unlimited PTO, and the chance to grow within a fast-scaling startup. A Series 65 license or willingness to obtain one within 90 days is a bonus.
This role's local market on JobMinglr
Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Senior Financial Planner postings in Dallas, and analyze any offer before you accept it.
Before you apply, worth reading
How JobMinglr reads this job
Every listing here is scored against your profile before you apply: skills overlap, experience level, location and work arrangement, each weighted and explained. You see the score and the reasons, not just a list. How the matching works.