Wealth Advisor, Ultra High Net Worth

Farther Finance

New York, United States
On-site
Serve uhnw clients
Sophisticated financial planning
Collaborate with investment team
Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance

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 with unlimited PTO.

Matching Summary

Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance.

Skills & Requirements

Must-have

  • Serve UHNW clients
  • Sophisticated financial planning
  • Collaborate with investment team
  • Concierge services coordination
  • Adherence to regulatory standards

Nice-to-have

  • Client-focused entrepreneurial spirit
  • Passion for helping clients
  • Breaking through walls to get things done
  • Comfort adopting modern platforms

Key Requirements

  • 7+ years in wealth management
  • Experience serving HNW/UHNW clients
  • Deep expertise in complex wealth strategies
  • Series 65 or equivalent registration
  • Clean U4

Work Rights

Not specified

Tailored Resume

Cover Letter