Wealth Advisor, Ultra High Net Worth

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!