SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Farther Finance is a rapidly growing RIA (Registered Investment Advisor) combining expert advisors with cutting-edge technology to deliver comprehensive, tailored wealth management. The company was founded by leaders and innovators from the private wealth industry with expertise in traditional wealth management, fintech, and technology production, backed by top-tier venture capital and fintech investors.
As a Senior Financial Planner on the Financial Planning team, you will support financial advisors and enhance client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, creating and maintaining comprehensive financial plans while supporting advisors in delivering exceptional wealth management services.
Key responsibilities include:
- Develop, deliver, and maintain comprehensive and complex financial plans for mass affluent, High Net Worth, and Ultra High Net Worth clients on behalf of senior advisors
- Prepare detailed goals-based Monte Carlo analyses to complete cash flow projections, retirement scenarios, and risk assessments
- Create and maintain client financial planning documentation and reports systematically
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Identify opportunities to improve financial planning processes and client experience using the technology platform
- Stay current with financial planning software and technology platforms
- Maintain detailed records of client interactions and planning decisions
- Build awareness of the planning team within the advisor community through regular meetings with new advisors
This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management at a fast-scaling fintech startup.
REQUIREMENTS:
- Bachelor's degree in Finance, Economics, Business, or related field
- CFP® (Certified Financial Planner) certification
- 7–10 years of experience in financial services delivering financial plans to end-clients
- Familiarity with financial planning software such as Right Capital, eMoney, or MoneyGuidePro
- Deep knowledge of equity compensation, advanced tax strategies, and coordination of complex Social Security and Medicare strategies
- Strong analytical and quantitative skills
- Excellent attention to detail and organizational abilities
- Outstanding written and verbal communication skills
- Ability to manage multiple projects while maintaining accuracy and meeting deadlines
- Team player mentality with a client-first approach
BONUS:
- Experience developing technology to assist with financial planning
- Series 65 license or ability to obtain within 90 days
