Farther Finance

Associate Financial Advisor / Paraplanner

San Francisco, CA, United States

Sponsorship not specifiedDetected 1637 days ago

About the role

Farther is the first digital family office.
In other words, we help our clients go Farther.
Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more.

Perform tax impact analysis for client portfolios changes
Manage and track client follow-up tasks
Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes
Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients.
Joining Farther is a once-in-a-lifetime opportunity to be and build the future of wealth management and reap the rewards for doing so.

Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
Bachelor's degree and financial planning coursework completed
Minimum of 2 years working in a securities-related environment

We've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills.
Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise.
We're backed by top tier venture capital firms, fintech investors and industry leaders.

This listing is sourced directly from Farther Finance's careers page and normalized into a canonical job model.