Senior Financial Planner

Farther

. 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 .

Posted 10/6/2026full-timeDallas • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and maintaining complex financial plans for High Net Worth and Ultra High Net Worth clients, utilizing advanced financial planning software and strong analytical skills. Proven ability to enhance client experience and streamline financial planning processes through technology integration.

Highest-signal resume keywords

CFP® CertificationFinancial Planning Software ProficiencyAdvanced Tax Strategies KnowledgeAnalytical and Quantitative SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningMonte Carlo AnalysisCash Flow ProjectionsRisk AssessmentEquity Compensation KnowledgeSocial Security Strategy CoordinationMedicare Strategy Coordination

Soft Skills

Attention to DetailOrganizational AbilitiesWritten Communication SkillsVerbal Communication SkillsTeam Player Mentality

Tools & Technologies

Right CapitalEMoneyMoneyGuidePro

Certifications & Qualifications

CFP® CertificationSeries 65 License

Industry Keywords

Financial ServicesHigh Net Worth ClientsUltra High Net Worth ClientsFinancial Planning Processes

About the role

Key responsibilities & impact

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, 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, and develop solutions 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 and hold regular meetings with new advisors

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive comp package that rewards impact
Full health benefits
401(k) matching
Roth IRA options
Unlimited PTO
Work alongside some of the brightest minds in fintech
Ground-floor opportunity at a fast-scaling startup
Chart your own growth path as we expand