Senior Financial Planner
Farther
- Experience
- 7+ yrs
- Location
- Dallas, Texas, United States
- Job type
- Full-time
Required skills
- Right Capital
- eMoney
- MoneyGuidePro
About the role
Bachelor's degree in Finance, Economics, Business or related field; CFP certification; 7-10 years financial services experience delivering financial plans; proficiency with Right Capital, eMoney or MoneyGuidePro; strong analytical and communication skills.
About Farther
Private U.S. wealth-management firm providing technology-enhanced financial advice to individuals, families, businesses, and institutions.
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