Farther, Dallas, TX, is seeking a Senior Financial Planner to support our financial advisors and enhance client experience through detailed financial planning and analysis. You will help create comprehensive plans for mass affluent to UHNW clients at the intersection of service and technology.
You’ll use Right Capital, eMoney and MoneyGuidePro to run monte-carlo projections, optimize tax and Social Security strategies, and document client interactions while advancing planning processes across
#J-18808-LjbffrSenior Financial Planner — Fintech‑Driven Wealth Strategy in dallas at Unknown Company
This position is listed as full time and onsite.