layiq
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
Loading LAYIQ…Job opportunity
Hybrid - Dallas, TX
Source: Farther careers · View original posting
From Farther's posting. “We” and “our” refer to the employer.
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.
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.
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.
Identify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform.
Bonus Points
Experience developing technology to assist with financial planning
Series 65 license or ability to obtain within 90 days
Unlimited PTO
Ready to disrupt wealth management? Let's talk!
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted:
Centennial · Dallas, TX (Hybrid)
TIAA · Dallas, TX, USA; 3965 Dallas Parkway Frisco, TX 75034; Charlotte, NC, USA; New York, NY - 730 Third Avenue; West Hartford, CT - 75 Isham Road
Huntington Bank · Bloomfield Hills, MI; Detroit Office HTF; Hoover, AL; Tupelo, MS; Charlotte, NC; Pittsburgh, PA; Columbus, OH; Farmers Branch, TX; Dallas - International Plaza…
Baker Tilly · USA TX Dallas 14555 Dallas Parkway
Ryder System · USA - Dallas TX 75232; USA - Dallas TX Beckleymeade Ave; USA - Dallas TX 75237; USA - Hutchins TX 75141; USA - Dallas TX 75236
CoreWeave · Dallas, TX