Farther · 8 hours ago
Wealth Advisor, Ultra High Net Worth
United States
Full-time
Remote
Senior Level
7+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. They are seeking an experienced Wealth Advisor to provide exceptional service to ultra-high-net-worth clients, focusing on sophisticated planning strategies and seamless service delivery.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase