Unknown Company

Senior Financial Planner — Tech-Powered Wealth Planning (Unlimited PTO)

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dallas, tx • Posted 1 weeks ago
Onsite Full Time Corporate Finance & Strategic Planning

Farther seeks a Senior Financial Planner to support its Financial Planning team, partnering with advisors to deliver comprehensive wealth plans for mass affluent to UHNW clients. You will perform detailed analyses, develop goals-based plans, and maintain client documentation, helping to elevate the client experience.

Ideal candidates hold a CFP certification, possess 7–10 years of experience in financial planning, and are proficient with Right Capital, eMoney, or MoneyGuidePro.

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Senior Financial Planner — Tech-Powered Wealth Planning (Unlimited PTO) in dallas at Unknown Company

This position is listed as full time and onsite.

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