Fartherfinance is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients, leveraging their advanced technology stack for sophisticated wealth management. The ideal candidate will possess over seven years of wealth management experience, particularly with HNW/UHNW clients, and will focus on estate planning, tax optimization, and personalized advisory services
Job Summary
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.
Competitive comp package that rewards impact and offers full health benefits + 401(k) matching & Roth IRA options.
Matching Summary
Match Score: 85
Fartherfinance is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients, leveraging their advanced technology stack for sophisticated wealth management. The ideal candidate will possess over seven years of wealth management experience, particularly with HNW/UHNW clients, and will focus on estate planning, tax optimization, and personalized advisory services.