Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

.NET Tax Management Trust Administration Wealth Management Estate Planning Alternative Investments Family Support Direct Investments Regulatory Compliance Venture Capital +12 more

Other Skills

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Record Keeping
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Ethical Standards And Conduct
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Teamwork
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Problem Solving

Roles & Responsibilities

7+ years in wealth management serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
Series 65 or equivalent registration with a clean U4
CFP Certification required; additional credentials such as CFA, CPA, JD, or ChFC encouraged
Tech-savvy with comfort adopting modern wealth management platforms

Requirements:

Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance
Advise on 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
Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve

Job 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
CFP Certification required; additional credentials (CFA, CPA, JD, ChFC)
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

Why Join Us