Wealth Advisor, Ultra High Net Worth

Job not on LinkedIn

🕒 June 24

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

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Farther

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💼 Consulting

💸 Finance

💰 $15M Series A on 2022-05

Insurance • Consulting • Finance

Farther is a company dedicated to comprehensive wealth management, assisting clients in growing their wealth for generations. With over $5 billion in assets under management and ongoing exponential growth, Farther leverages experienced advisors and a data-driven wealth platform to provide personalized guidance and set new standards in financial planning. The company's proprietary technology empowers advisors to give unbiased, client-aligned advice and spend more time catering to each client's unique needs. Farther offers its clients support from a full team of financial experts, including estate attorneys, CPAs, and insurance specialists, ensuring thorough financial support and maximizing the impact of wealth for all financial milestones.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Competitive comp package that rewards impact • Full health benefits + 401(k) matching & Roth IRA options • Unlimited PTO • 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