Joblaze summary

In this role, the Wealth Advisor focuses on providing high-touch service to ultra-high-net-worth clients, addressing their complex financial needs through regular consultations and tailored strategies. The position requires extensive experience in wealth management, particularly in areas like estate planning and tax optimization, along with a strong grasp of alternative investments. This opportunity is well-suited for seasoned professionals who thrive in a collaborative environment and prefer to concentrate on client service rather than business development.

Joblaze insights

Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Farther's careers page November 8, 2026.
This exact title is also open at 1 other location at Farther: Hybrid - New York, NY.

Quick facts

How much experience is required?: At least 7 years of relevant experience for this Wealth Advisor, Ultra High Net Worth role.
What seniority level is this role?: Farther targets senior candidates for this position.
Is this full-time or contract?: Full-time for this Wealth Advisor, Ultra High Net Worth role at Farther.

From the original posting

Company Description

The Role

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex 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 bill 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 all 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 complex 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 mindset with comfort adopting modern wealth management platforms

Bonus Points

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

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!

Ready to disrupt wealth management? Let's talk!

Standard company text repeated across Farther's postings is omitted here.

Wealth Advisor, Ultra High Net Worth

Company Description

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