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Senior Financial Planner at Farther - ApplyBlast

Senior Financial Planner

Farther

20 days ago

4.6 on Glassdoor

Dallas, Texas, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Senior Financial Planner supports financial advisors by delivering comprehensive financial planning and analysis to mass affluent, high net worth, and ultra high net worth clients. This role involves creating detailed financial plans, conducting goals-based Monte Carlo analyses, and maintaining client documentation to enhance the overall wealth management experience. The position offers an opportunity to grow within a collaborative team while contributing to the evolution of modern wealth management.

Responsibilities

Develop and maintain comprehensive financial plans for mass affluent and high net worth clients
Prepare detailed goals-based monte-carlo analyses for cash flow projections and retirement scenarios
Support advisors in preparing for client meetings by gathering and analyzing relevant financial data

Skills

Qualifications

CFP® certificationSeries 65 license

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

View Profile

Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.