Farther este o companie de finanțe și administrare a averii care îi ajută pe clienți să își planifice, să își dezvolte și să își păstreze averea de-a lungul generațiilor. Platforma sa de administrare a averii, bazată pe date, sprijină consilierii cu experiență printr-o tehnologie concepută pentru a oferi îndrumare personalizată și aliniată cu interesele clienților, oferindu-le totodată mai mult timp pentru relații individuale. Farther reunește o echipă extinsă de specialiști financiari, inclusiv avocați specializați în succesiuni, contabili autorizați și profesioniști în asigurări, pentru a-i ajuta pe clienți să gestioneze decizii financiare importante și strategia lor generală de administrare a averii.
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.
Descriere
- 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.
Cerințe
- 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.
Beneficii
- 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.