{"id":1980369,"url":"https://alion.io/job/farther-senior-financial-planner","title":"Senior Financial Planner","company":{"id":174502,"name":"Farther","domain":"farther.com","url":"https://alion.io/company/farther","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"A","score":93,"open_postings":32,"ghost_share":0.031,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":192,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":82000,"max_usd":156000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4723},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[],"status":"live","first_seen_at":"2026-10-06T21:46:29Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-10-22T20:12:19Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":15},"description":"Company Description\nFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.\nFarther’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.\nJoining 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.\nThe Role\nAs 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.\nYour Impact \nDevelop, 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. \nPrepare detailed goals-based monte-carlo analyses to complete cash flow projections, retirement scenarios, and risk assessments\nCreate and maintain client financial planning documentation and reports in a systematic way\nSupport advisors in preparing for client meetings by gathering and analyzing relevant financial data\nIdentify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform. \nStay current with financial planning software and technology platforms\nMaintain detailed records of client interactions and planning decisions\nContinuously build awareness of the planning team within the advisor community, holding regular meetings with new advisors\nThe Ideal Match \nBachelor's degree in Finance, Economics, Business, or related field\nCFP® certification\n7-10 years of experience in financial services delivering financial plans to end-clients\nFamiliarity with financial planning software such as Right Capital, eMoney or MoneyGuidePro\nDeep knowledge of equity compensation, advanced tax strategies and coordination of complex Social Security and Medicare strategies\nStrong analytical and quantitative skills\nExcellent attention to detail and organizational abilities\nOutstanding written and verbal communication skills\nAbility to manage multiple projects while maintaining accuracy and meeting deadlines\nTeam player mentality with a client-first approach\nBonus Points \nExperience developing technology to assist with financial planning\nSeries 65 license or ability to obtain within 90 days\nWhy Join Us\nCompetitive comp package that rewards impact\nWork alongside some of the brightest minds in fintech\nGround-floor opportunity at a fast-scaling startup\nChart your own growth path as we expand\nFull health benefits + 401(k) matching & Roth IRA options\nUnlimited PTO\nReady to disrupt wealth management? Let's talk!","description_format":"text","description_chars":3402,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-06T23:18:00Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":15,"expected_fill_days":192,"reasons":["conf:1","win:early"],"computed_at":"2026-10-22T06:10:10Z"},"pay":null,"html_url":"https://alion.io/job/farther-senior-financial-planner","json_url":"https://alion.io/job/farther-senior-financial-planner.json","meta":{"generated_at":"2026-10-22T20:12:54Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4140,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-23T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174502},"rest":"https://alion.io/mcp/rest/get_company?id=174502"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffarther-senior-financial-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffarther-senior-financial-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffarther-senior-financial-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/farther-senior-financial-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffarther-senior-financial-planner"}]}