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Certified Financial Planning Specialist

3 months ago

Dallas, Texas, United States Farther LLC Full time
Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

Job Description

As a Certified Financial Planning Specialist, you will work alongside Farther's internal Advisor teams as the point person for complex financial planning, education, and analysis. You will have in-depth conversations with clients to help them determine the right path for their personal financial future, while, proactively, looking for efficiency improvements, suggesting solutions, and elevate issues or concerns. You will report to the company's leadership team, who will make sure you have all the resources & marketing you need for the sales process.

Compensation:
  • You will be paid a competitive base salary based on your experience.
Qualifications:

Required:
  • 5+ years of Financial Planning experience
  • CFP (or enrolled candidate) with in-depth knowledge of financial planning topics with a strong focus remaining up to date on the newest techniques
  • Experience with RightCapital or eMoney planing software
  • A passion for Financial Planning
  • Excellent written and verbal communication skills
  • Ability to work both independently and as part of a team
  • Ability to work with prospective clients to showcase the Farther Planning Experience
  • Comfortable with some level of data input
  • Experience managing client relationships
  • Meticulous attention to detail and accuracy
Preferred:
  • Direct experience with RightCapital
Benefits:
  • Competitive salary and equity package
  • Benefits package - including Health, Dental, Vision, & Life Insurance
  • Unlimited Vacation
  • Company matched 401k
  • Opportunity to work with a talented team of professionals
  • Drive the success of a venture-backed, rapidly growing firm