Farther
Senior Financial Planner
Hybrid - Dallas, TX +1 · Senior · Full-time · Posted Oct 6, 2026
- Location
- Hybrid - Dallas, TX
Dallas, Texas, United States - Experience
- 7-10 years of experience in financial services delivering financial plans to end-clients.
- Education
- Bachelor's degree in Finance, Economics, Business, or related field
About the job
Provides technical financial planning support to advisors by creating and maintaining comprehensive plans and analyses for affluent and high-net-worth clients.
What you'll do
- Develop, deliver, and maintain financial plans, including cash-flow projections, retirement scenarios, and risk assessments.
- Prepare planning documentation and reports, and gather and analyze client data for advisor meetings.
- Improve planning processes and client experience using the company’s technology platform.
What they ask for
- Bachelor's degree in Finance, Economics, Business, or a related field
- CFP® certification
- Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro
- Knowledge of equity compensation, advanced tax strategies, and complex Social Security and Medicare strategies
Nice to have
- Experience developing technology to assist with financial planning
- Series 65 license or ability to obtain within 90 days
Tools
Right Capital, eMoney, MoneyGuidePro
Model-written summary · the original posting is authoritative