Farther
Farther
51 – 200 कर्मचारी
परामर्शबीमावित्त
Farther एक वित्त और वेल्थ मैनेजमेंट कंपनी है, जो ग्राहकों को पीढ़ियों तक अपनी संपत्ति की योजना बनाने, उसे बढ़ाने और सुरक्षित रखने में मदद करती है। इसका डेटा-आधारित वेल्थ प्लेटफ़ॉर्म अनुभवी सलाहकारों को ऐसी तकनीक उपलब्ध कराता है, जिसे व्यक्तिगत और ग्राहक-केंद्रित मार्गदर्शन देने के लिए डिज़ाइन किया गया है, ताकि वे व्यक्तिगत संबंधों के लिए अधिक समय दे सकें। Farther वित्तीय विशेषज्ञों की एक व्यापक टीम को साथ लाता है, जिसमें एस्टेट अटॉर्नी, सीपीए और बीमा पेशेवर शामिल हैं, ताकि ग्राहक बड़े वित्तीय निर्णयों को समझदारी से ले सकें और अपनी व्यापक संपत्ति रणनीति का प्रबंधन कर सकें।

Senior Financial Planner - Dallas (Hybrid)

Develop complex financial plans and analyses for affluent wealth-management clients while supporting senior advisors. Help strengthen technology-enabled planning processes at Farther.

विवरण

  • Prepare, deliver, and maintain comprehensive financial plans for mass affluent, high-net-worth, and ultra-high-net-worth clients on behalf of senior advisors.
  • Produce goals-based Monte Carlo analyses, cash-flow projections, retirement scenarios, and risk assessments.
  • Organize and maintain client financial-planning documentation and reports.
  • Gather and analyze relevant financial information to help advisors prepare for client meetings.
  • Spot opportunities to improve planning processes and client experience, then develop solutions through the technology platform.
  • Keep current with financial-planning software and related technology platforms.
  • Maintain thorough records of client interactions and planning decisions.
  • Increase awareness of the planning team among advisors and meet regularly with new advisors.

आवश्यकताएँ

  • Bachelor’s degree in finance, economics, business, or a related field.
  • CFP® certification.
  • Seven to ten years of financial-services experience delivering plans to end clients.
  • Working familiarity with planning software such as RightCapital, eMoney, or MoneyGuidePro.
  • In-depth knowledge of equity compensation, advanced tax planning, and complex Social Security and Medicare coordination.
  • Strong analytical and quantitative capabilities.
  • Exceptional attention to detail and organizational skills.
  • Excellent written and verbal communication.
  • Ability to manage multiple projects accurately and meet deadlines.
  • Collaborative, client-first approach.
  • Experience developing technology that supports financial planning is a plus.
  • Series 65 license, or ability to obtain one within 90 days.

लाभ

  • Compensation package designed to reward impact.
  • Comprehensive health benefits.
  • 401(k) matching.
  • Roth IRA options.
  • Unlimited paid time off.
  • Work with experienced professionals in fintech.
  • Opportunity to join a fast-growing startup at an early stage.
  • Define your career growth as the company expands.

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