Aimed at experienced financial planning professionals who prioritize client-first approaches and have a strong grasp of technical financial planning tools.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Farther via Greenhouse
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!
Source: Farther careers (Greenhouse)