# Senior Financial Planner at Farther

- Company: Farther
- What the company does: Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
- Company website: https://www.farther.com/
- Type: Startups
- Level: Senior
- Location: Hybrid - Dallas, TX
- Work setup: Hybrid
- Posted: 2026-10-06
- Apply by: 2026-11-20
- Apply: https://job-boards.greenhouse.io/fartherfinance/jobs/4740881005?utm_source=1752vc&utm_medium=careers
- Page: https://www.1752.vc/careers/jobs/farther-senior-financial-planner/

## About the role

As 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. Found on 1752vc Careers, the job board for startup and VC roles.

## What they're looking for

- Develop, 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
- Prepare detailed goals-based monte-carlo analyses to complete cash flow projections, retirement scenarios, and risk assessments
- Create and maintain client financial planning documentation and reports in a systematic way
- Support advisors in preparing for client meetings by gathering and analyzing relevant financial data
- Identify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform
- Stay current with financial planning software and technology platforms

Tags: Advisor Success

Source: 1752vc Careers, https://www.1752.vc/careers/jobs/farther-senior-financial-planner/