Wealth Advisor, Ultra High Net Worth tags.new jobs in United States
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Farther · 11 hours ago

Wealth Advisor, Ultra High Net Worth tags.new

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date7+ years exp

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive, tailored wealth management experience. The role of Wealth Advisor involves providing exceptional, high-touch service to ultra-high-net-worth clients, focusing on sophisticated planning strategies and concierge-level advisory.

ConsultingFinanceFinancial ServicesFinTechWealth Management
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Growth Opportunities

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

Wealth management experienceComplex wealth strategiesEstate planning expertiseSeries 65 registrationTech-savvy mindsetClient communication skillsClient retention track recordPhilanthropic strategy experienceFamily governance experience

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

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Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
dateFounded in 2019
location
San Francisco, California, USA
people-size201-500 employees
web-link
https://www.farther.com

Funding

Current Stage
Growth Stage
Total Funding
$118M
Key Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M

Leadership Team

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Taylor Matthews
Co-Founder and CEO
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Christopher Powers
Chief Compliance Officer and Strategic Advisor
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Recent News

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Grace Hsieh’s Post
2026-01-08
PR Newswire
Deloitte Unveils 2025 North America Technology Fast 500™ Rankings
2025-11-19
Built In
Deloitte’s 2025 Technology Fast 500 List Featured 50 NYC Companies
2025-11-19
Company data provided by crunchbase