Associate Financial Advisor – Paraplanner

Job not on LinkedIn

🕒 April 1

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

💰 $15M Series A on 2022-05

Finance • Fintech

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• Generate and update financial plans for prospective clients in planning software • Analyze and recommend investment portfolios for clients • Perform tax impact analysis for client portfolios changes • Coordinate all prospect and client meetings and meeting agendas • Manage and track client follow-up tasks • Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes

🎯 Requirements

• Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling • Excellent communicator, in both written and oral form • Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools • High attention to detail • High level of discretion • Passion for building a better personal finance experience • Bachelor’s degree and financial planning coursework completed • Minimum of 2 years working in a securities-related environment • Series 65 or equivalent; clean U4 • BONUS POINTS CFA or CFP certification

🏖️ Benefits

• Employees can work remotely