Certified Financial Planning Specialist - Remote

Overview

As a Certified Financial Planning Specialist, you will be the cornerstone of our client financial planning experience, working directly with our RIA Sales and Advisor teams to shape the financial futures of our clients.

In Short

• Lead complex financial planning initiatives, providing expert guidance and education to both clients and internal teams
• Conduct in-depth client consultations to develop and implement comprehensive financial strategies
• Serve as the subject matter expert on financial planning topics, particularly in areas of ISO, stock options, and private equity
• Drive efficiency improvements in our planning processes and proactively identify opportunities for enhancement
• Showcase the Farther Planning Experience to prospective clients, contributing to our growth
• Collaborate with cross-functional teams to ensure seamless delivery of planning services

Requirements

• CFP certification (or enrolled candidate) with 5+ years of financial planning experience
• Deep expertise in equity compensation, retirement planning, and education planning
• Proven track record of managing client relationships with meticulous attention to detail
• Outstanding communication skills and ability to explain complex concepts clearly
• Self-starter mindset with strong collaborative abilities
• Passionate about financial planning and staying current with industry developments
• Comfortable with data management and technical tools

Benefits

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO