Join Farther as a Wealth Advisor to provide high-touch service to ultra-high-net-worth clients using advanced technology.
Posted by employer 7 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 7+ years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
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 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
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
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 blend 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 achieve 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 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!