
Senior Financial Planner - Dallas (Hybrid)
FartherDevelop complex financial plans and analyses for affluent wealth-management clients while supporting senior advisors. Help strengthen technology-enabled planning processes at Farther.


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

Build and operate production AI agents for Farther’s regulated wealth management workflows. Lead integrations, monitoring, user adoption, and scalable agentic systems across AWS and vendor platforms.

Coordinate Discovery Days, Farther Fest, offsites, and corporate events for Farther, a technology-driven wealth management firm. Manage vendors, travel, hotels, attendee logistics, and repeatable event processes.

Lead advisor partnerships for Farther’s technology-enabled wealth management platform. Manage recruiting, sales, transitions, and assets-under-management targets across a long-cycle business development process.