Wealth Advisor, Ultra High Net Worth
Farther
Salary undisclosed
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Description
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!
About this role
Farther, a venture-backed RIA founded by private wealth and fintech leaders, is seeking an experienced Wealth Advisor to serve its ultra-high-net-worth client base from Miami (with remote flexibility). This role centers on delivering sophisticated, hands-on advisory to complex client relationships—estate planning, tax optimization, philanthropic strategy, and intergenerational wealth transfer—rather than business development. You'll work closely with leadership and centralized teams, leveraging Farther's technology platform to coordinate concierge services spanning everything from bill pay and private aviation to family governance and alternative investment opportunities.
The ideal candidate brings 7+ years managing HNW/UHNW clients in a multi-family office, private bank, or elite RIA setting, with deep expertise in tax law, trust structures, and alternative investments. You'll need Series 65 registration, strong communication skills across varying levels of financial literacy, and comfort navigating modern wealth management platforms. Experience managing $50M+ AUM households, working with tech founders and entrepreneurial wealth, or leading family governance and philanthropic initiatives is valued; CFP, CFA, CPA, or JD credentials are a bonus.
Farther offers competitive compensation tied to impact, a collaborative team of fintech-minded professionals, and room to grow within a fast-scaling startup. The package includes full health benefits, 401(k) matching, Roth IRA options, and unlimited PTO—suited for an advisor ready to focus on sophisticated client service at a firm reimagining wealth management.
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Pay for this role
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