Senior Financial Planner

Farther • Dallas, TX

7d

About The Position

As a Senior Financial Planner on the Financial Planning team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field
• CFP® 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

Nice To Haves

• Experience developing technology to assist with financial planning
• Series 65 license or ability to obtain within 90 days

Responsibilities

• Develop, deliver and maintain comprehensive and complex financial plans to 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 in a systematic way
• Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
• Identify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform.
• Stay current with financial planning software and technology platforms
• Maintain detailed records of client interactions and planning decisions
• Continuously build awareness of the planning team within the advisor community, holding regular meetings with new advisors

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Senior