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    Farther Finance

    Financial Services

    Wealth Advisor, Ultra High Net Worth

    New York, United StatesRemoteFull-time7+ yrs experiencePosted 1mo ago
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    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
    • 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
    • CFP Certification or additional credentials (CFA, CPA, JD, ChFC)

    Why Join Us 

    • Competitive comp package that rewards impact
    • Work alongside some of the brightest minds in fintech
    • Ground-floor opportunity at a fast-scaling startup
    • Chart your own growth path as we expand
    • Full health benefits + 401(k) matching & Roth IRA options
    • Unlimited PTO
    • Ready to disrupt wealth management? Let's talk!

    Ready to disrupt wealth management? Let's talk!

    Job details are sourced from the employer's original posting.

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    About the company

    Farther Finance

    Farther is the first digital family office. Farther pairs established financial advisors with intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to provide better service to more clients. We’ve reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther’s founders are leaders and innovators from the private wealth industry and possess a unique mix 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 and builders who are passionate about helping our 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 go farther with you.

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