Farther
Farther
51 – 200 Қызметкерлер
КонсалтингҚаржыСақтандыру
Farther — клиенттерге байлығын ұрпақтан ұрпаққа жоспарлауға, арттыруға және сақтауға көмектесетін қаржы және әл-ауқатты басқару компаниясы. Оның деректерге негізделген әл-ауқат платформасы тәжірибелі кеңесшілерді клиенттердің мақсаттарына сай жекелендірілген кеңес беруге арналған технологиямен қолдайды және жеке қарым-қатынастарға көбірек уақыт бөлуіне мүмкіндік береді. Farther клиенттерге маңызды қаржылық шешімдерді қабылдауға және жалпы әл-ауқат стратегиясын басқаруға көмектесу үшін мұрагерлік құқығы бойынша заңгерлерді, сертификатталған бухгалтерлерді және сақтандыру мамандарын қоса алғанда, қаржы саласындағы кең ауқымды мамандарды біріктіреді.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

  • 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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