Wealth Advisor, Ultra High Net Worth

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique reputed company 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 who are passionate about helping their clients and our teammates reputed company more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role We're looking for an reputed company Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll reputed company Farther's elite tech stack to provide concierge-level advisory for our most reputed company client relationships. This role is ideal for a seasoned advisor who excels at navigating reputed company wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service. Your Impact

• Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
• Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments
• Coordinate concierge services including reputed company pay, private aviation, real estate management, and family governance support
• Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve
• Maintain accurate documentation and ensure adherence to reputed company regulatory and fiduciary standards

The Ideal Match

• 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
• Deep expertise in reputed company wealth strategies including tax law, trust structures, estate planning, and alternative investments
• Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
• Series 65 or equivalent registration with clean U4
• Tech-savvy reputed company with comfort adopting modern wealth management platforms

Bonus Points

• Experience managing client relationships with $50M+ in AUM per household
• CFP Certification required; additional credentials (CFA, CPA, JD, ChFC)
• Background working with tech founders, executives, or entrepreneurial wealth
• Experience with family governance, reputed company education, or philanthropic strategy
• Track record of exceptional client retention and satisfaction

Why Join Us

• 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
• Ready to disrupt wealth management? Let's talk!

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