Wealth Advisor, Ultra High Net Worth

The role

You will serve as the primary advisor for ultra-high-net-worth clients. You will provide sophisticated planning strategies and concierge-level advisory using an elite tech stack.

What you will do

• Serve as the primary advisor for UHNW clients
• Conduct regular meetings to assess financial needs, goals, and risk tolerance
• Advise on estate planning, tax optimization, philanthropic giving, and intergenerational wealth transfer
• Collaborate with the investment team on alternative investment opportunities
• Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support
• Review client portfolios and recommend adjustments
• Maintain accurate documentation and ensure adherence to regulatory and fiduciary standards

Required qualifications

• 7+ years in wealth management 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
• Ability to communicate sophisticated financial concepts to clients and family members
• Series 65 or equivalent registration with clean U4
• Tech-savvy mindset with comfort adopting modern wealth management platforms

Nice to have

• 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)

Benefits

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

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.