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Farther
Farther
51 – 200 Xodimlar
KonsaltingMoliyaSug‘urta
Farther — mijozlarga boyliklarini avlodlar davomida rejalashtirish, ko‘paytirish va asrashga yordam beradigan moliya va boylikni boshqarish kompaniyasi. Uning ma’lumotlarga asoslangan boylik platformasi tajribali maslahatchilarni mijozlarga moslashtirilgan va ularning manfaatlariga yo‘naltirilgan tavsiyalar berishga mo‘ljallangan texnologiya bilan qo‘llab-quvvatlaydi hamda ularga individual munosabatlarga ko‘proq vaqt ajratish imkonini beradi. Farther mijozlarga muhim moliyaviy qarorlarni boshqarish va umumiy boylik strategiyasini yuritishda yordam berish uchun meros huquqi bo‘yicha advokatlar, sertifikatlangan buxgalterlar va sug‘urta mutaxassislarini o‘z ichiga olgan keng qamrovli moliya mutaxassislari jamoasini birlashtiradi.
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Kompaniyadagi ish o‘rinlari

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.

USAmerika Qo‘shma ShtatlariTXTexasGibridTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMoliyaviy rejalashtirish va tahlil

Tavsif

  • 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.

Talablar

  • 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.

Imtiyozlar

  • 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.

O‘xshash ish o‘rinlari

Eli Lilly and Company

Senior Global Regulatory Lead, Neuroscience – Eli Lilly, Indianapolis

Eli Lilly and Company
BiotexnologiyaFarmatsevtika mahsulotlariSog‘liqni saqlash
USAmerika Qo‘shma Shtatlari
175 500 $ – 257 400 $ / yil
OfisdaTo‘liq stavkaSeniorTalab Qilinadigan Til: inglizchaMuvofiqlik

Lead global regulatory strategy for Lilly’s neuroscience medicines throughout development and across their full lifecycle. Oversee FDA submissions and agency engagement while guiding cross-functional regulatory teams.

Ochish
Walmart

Walmart Distinguished Software Engineer, WFS-ICC Atlas Platform

Walmart
B2CChakana savdoElektron tijorat
INHindistonOfisdaTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaDasturiy ta’minot muhandisiFull-stack muhandisi
BulutMikroservislarTaqsimlangan tizimlar

Lead architecture and production engineering for Walmart Fulfillment Services platforms serving millions of sellers. The role focuses on distributed systems and AI-enabled platform capabilities and is based onsite in Bangalore.

Ochish