Wealth Advisor, Ultra High Net Worth

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eWe'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.u003c/pu003enu003cpu003eThis 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.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eServe as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk toleranceu003c/liu003enu003cliu003eAdvise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transferu003c/liu003enu003cliu003eCollaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investmentsu003c/liu003enu003cliu003eCoordinate concierge services including bill pay, private aviation, real estate management, and family governance supportu003c/liu003enu003cliu003eRegularly review client portfolios and recommend adjustments as circumstances and market conditions evolveu003c/liu003enu003cliu003eMaintain accurate documentation and ensure adherence to all regulatory and fiduciary standardsu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environmentu003c/liu003enu003cliu003eDeep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investmentsu003c/liu003enu003cliu003eExceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacyu003c/liu003enu003cliu003eSeries 65 or equivalent registration with clean U4u003c/liu003enu003cliu003eTech-savvy mindset with comfort adopting modern wealth management platformsu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExperience managing client relationships with $50M+ in AUM per householdu003c/liu003enu003cliu003eBackground working with tech founders, executives, or entrepreneurial wealthu003c/liu003enu003cliu003eExperience with family governance, next-generation education, or philanthropic strategyu003c/liu003enu003cliu003eTrack record of exceptional client retention and satisfactionu003c/liu003enu003cliu003eCFP Certification or additional credentials (CFA, CPA, JD, ChFC)u0026nbsp;u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu0026nbsp;u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003cliu003eReady to disrupt wealth management? Let's talk!u003c/liu003enu003c/ulu003enu003cpu003eu003cbru003eReady to disrupt wealth management? Let's talk!u003c/pu003e