Wealth Advisor, Ultra High Net Worth

Company DescriptionFarther 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 RoleWe'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 ImpactServe as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk toleranceAdvise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transferCollaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investmentsCoordinate concierge services including bill pay, private aviation, real estate management, and family governance supportRegularly review client portfolios and recommend adjustments as circumstances and market conditions evolveMaintain accurate documentation and ensure adherence to all regulatory and fiduciary standardsThe Ideal Match7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environmentDeep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investmentsExceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacySeries 65 or equivalent registration with clean U4Tech-savvy mindset with comfort adopting modern wealth management platformsBonus PointsExperience managing client relationships with $50M+ in AUM per householdBackground working with tech founders, executives, or entrepreneurial wealthExperience with family governance, next-generation education, or philanthropic strategyTrack record of exceptional client retention and satisfactionCFP Certification or additional credentials (CFA, CPA, JD, ChFC) Why Join Us Competitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!Ready to disrupt wealth management? Let's talk!Originally posted on Himalayas