As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with ... Generate and update financial plans for prospective clients in planning software * Analyze and ...
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with ... Generate and update financial plans for prospective clients in planning software * Analyze and ...
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with ... Generate and update financial plans for prospective clients in planning software * Analyze and ...
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with ... Generate and update financial plans for prospective clients in planning software * Analyze and ...
AQ Technology Partners is a boutique investment bank focused on the software ecosystem ... Associate #LI-AQT
AQ Technology Partners is a boutique investment bank focused on the software ecosystem ... Associate #LI-AQT
AQ Technology Partners is a boutique investment bank focused on the software ecosystem ... Associate #LI-AQT
AQ Technology Partners is a boutique investment bank focused on the software ecosystem ... Associate #LI-AQT
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Senior Manager/Associate Director, Software, Platform Engineering PacBio (NASDAQ: PACB) is a ... Strong problem-solving, analytical, and cross-functional communication skills * Experience in ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Software Engineer
$100.70/hr
Ability to read and analyze electronic schematics, with knowledge of PCB design and manufacturing ... All our associates working with us are expected to embrace our RACE values: R - Results Matter, A ...
Quick apply
Software Engineer
$100.70/hr
Ability to read and analyze electronic schematics, with knowledge of PCB design and manufacturing ... All our associates working with us are expected to embrace our RACE values: R - Results Matter, A ...
Staff, Software Engineer
Milpitas, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
Milpitas, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
Sunnyvale, CA · On-site
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
Sunnyvale, CA · On-site
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
Fremont, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
Fremont, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
San Mateo, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Staff, Software Engineer
San Mateo, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Milpitas, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Milpitas, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
San Jose, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
San Jose, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$158K - $212K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Sunnyvale, CA · On-site
$158K - $212K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Hayward, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Hayward, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
San Mateo, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
San Mateo, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Hayward, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Principal, Software Engineer
Hayward, CA · On-site
$143K - $286K/yr
... associates, and stakeholders worldwide. Joining EBS means embarking on a journey of limitless ... Analyze Requirements : Explore products/solutions to meet business/technical needs and assess gaps ...
Software Analyst Associate information
See Dublin, CA salary details
$32.7K - $42.5K
5% of jobs
$42.5K - $52.4K
7% of jobs
$52.4K - $62.3K
12% of jobs
$62.9K is the 25th percentile. Wages below this are outliers.
$62.3K - $72.2K
13% of jobs
The median wage is $78.4K / yr.
$72.2K - $82.1K
21% of jobs
$89.7K is the 75th percentile. Wages above this are outliers.
$82.1K - $91.9K
22% of jobs
$91.9K - $101.8K
7% of jobs
$101.8K - $111.7K
3% of jobs
$111.7K - $121.6K
3% of jobs
$121.6K - $131.5K
3% of jobs
$131.5K - $141.3K
3% of jobs
$32.7K
$82.9K
$141.3K
How much do software analyst associate jobs pay per year?
How does a software analyst associate typically contribute to cross-functional project teams?
What is a software analyst associate?
What are the key skills and qualifications needed to thrive as a software analyst associate, and why are they important?
What is the difference between Software Analyst Associate vs Software Developer?
| Aspect | Software Analyst Associate | Software Developer |
|---|---|---|
| Required Credentials | Bachelor's in CS, IT, or related field; certifications like CBAP or PMI-ACP | Bachelor's in CS, Software Engineering, or related; coding certifications |
| Work Environment | Collaborative teams, client-facing, analysis-focused | Development teams, coding, testing, implementation |
| Employer & Industry Usage | IT consulting firms, finance, healthcare | Tech companies, startups, software firms |
| Common Search & Comparison | Yes | No |
The Software Analyst Associate primarily focuses on analyzing business needs, gathering requirements, and coordinating between stakeholders and technical teams. In contrast, Software Developers are mainly responsible for designing, coding, and testing software solutions. While both roles require technical knowledge, the Analyst Associate emphasizes analysis and communication, whereas Developers focus on programming and implementation.
Full-time
Re-posted 8 days ago
Job description
Farther is the first digital family office. 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.
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. In other words, we help our clients go Farther.
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.
Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Job Description
As an Associate Financial Advisor, you will be responsible for supporting advisors and clients with your financial expertise and planning background, dedication to exceptional client service, and diligent followthrough.
As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are fastidious and tenacious, always aspiring to excellence in their craft and caring deeply about 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.
Qualifications
RESPONSIBILITIES
- Generate and update financial plans for prospective clients in planning software
- Analyze and recommend investment portfolios for clients
- Perform tax impact analysis for client portfolios changes
- Coordinate all prospect and client meetings and meeting agendas
- Manage and track client follow-up tasks
- Input and maintain client information to keep current for sorting, reporting, scheduling, fee tracking and marketing purposes
REQUIREMENTS
- Exceptional skills in portfolio analysis, asset allocation and securities selection, model portfolio management, and tax impact modeling
- Excellent communicator, in both written and oral form
- Experience in personal financial planning software like Right Capital or equivalent and portfolio analysis tools
- High attention to detail
- High level of discretion
- Passion for building a better personal finance experience
- Bachelor's degree and financial planning coursework completed
- Minimum of 2 years working in a securities-related environment
- Series 65 or equivalent; clean U4
BONUS POINTS
- CFA or CFP certification
Additional Information
All your information will be kept confidential according to EEO guidelines.
About Farther
Sourced by ZipRecruiter
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, 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. In other words, we help our clients go Farther. 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. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2019