What are the responsibilities and job description for the Paraplanner position at Farther?
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.
The Role
As a Paraplanner on the Client Experience 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.
Your Impact
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.
The Role
As a Paraplanner on the Client Experience 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.
Your Impact
- Develop and maintain comprehensive financial plans under the guidance of senior advisors and others members of the Financial Planning team
- Conduct in-depth research on financial products, investment opportunities, and market trends
- Prepare detailed financial analyses including cash flow projections, retirement scenarios, and risk assessments
- Create and maintain client financial planning documentation and reports
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Collaborate with the operations team to ensure smooth execution of client financial strategies
- Assist in monitoring and rebalancing client portfolios as needed
- Identify opportunities to improve financial planning processes and client experience
- Stay current with financial planning software and technology platforms
- Maintain detailed records of client interactions and planning decisions
- Bachelor's degree in Finance, Economics, Business, or related field
- 1-3 years of experience in financial services or wealth management
- Strong analytical and quantitative skills
- Excellent attention to detail and organizational abilities
- Proficiency with financial planning software and Microsoft Office Suite
- Outstanding written and verbal communication skills
- Ability to manage multiple projects while maintaining accuracy and meeting deadlines
- Team player mentality with a client-first approach
- Progress toward or completion of CFP® certification
- Experience working directly with clients
- Familiarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro
- Experience with major custodial platforms (Charles Schwab, Fidelity, or Pershing)
- Knowledge of tax and estate planning concepts
- Experience in a RIA or wealth management firm
- Series 65 license or ability to obtain within 90 days
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth options
- Unlimited PTO
