Senior Financial Planner — Fintech‑Driven Wealth Strategy
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
Farther, Dallas, TX, is seeking a Senior Financial Planner to support our financial advisors and enhance client experience through detailed financial planning and analysis. You will help create comprehensive plans for mass affluent to UHNW clients at the intersection of service and technology.
You’ll use Right Capital, eMoney and Money Guide Pro to run monte-carlo projections, optimize tax and Social Security strategies, and document client interactions while advancing planning processes across
The following opportunity is for a Senior Financial Planner — Fintech‑Driven Wealth Strategy with Mass Mutual Ventures.
Learn more about the Senior Financial Planner — Fintech‑Driven Wealth Strategy role in the description above.
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