Wealth Advisor, Ultra High Net Worth

Farther Finance

Remote
Remote
Serve uhnw clients
Sophisticated estate planning
Alternative investment opportunities
Farther Finance is seeking an experienced Wealth Advisor skilled in managing ultra-high-net-worth clients to provide tailored wealth management services. The role emphasizes sophisticated financial planning over business development, leveraging advanced technology to deliver exceptional service

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

Farther Finance is seeking an experienced Wealth Advisor skilled in managing ultra-high-net-worth clients to provide tailored wealth management services. The role emphasizes sophisticated financial planning over business development, leveraging advanced technology to deliver exceptional service.

Skills & Requirements

Must-have

  • Serve UHNW clients
  • Sophisticated estate planning
  • Alternative investment opportunities
  • Concierge services coordination
  • Regulatory and fiduciary standards

Nice-to-have

  • Client relationships $50M+ AUM
  • Working with tech founders
  • Family governance and education
  • Exceptional client retention
  • Collaborative team environment

Key Requirements

  • 7+ years wealth management experience
  • Series 65 or equivalent registration
  • Deep expertise in complex wealth strategies
  • Comfort adopting modern wealth management platforms

Work Rights

Not specified

Tailored Resume

Cover Letter