Farther

Personalized wealth management with data-driven guidance

Wealth Advisor - Ultra High Net Worth

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeMiami, FL, USANo salary listedRemote

About the Job

Requirements

At least 7 years of wealth management experience, including demonstrated experience serving high-net-worth or ultra-high-net-worth clients in a multi-family office, private bank, or elite registered investment advisor environment.
Deep expertise in complex wealth strategies, including tax law, trust structures, estate planning, and alternative investments.
Ability to communicate sophisticated financial concepts to clients and family members with varying levels of financial literacy.
Series 65 or equivalent registration with a clean Form U4.
Comfort adopting modern wealth management platforms.

Responsibilities

Serve as the primary advisor for ultra-high-net-worth clients and conduct regular meetings to assess evolving financial needs, goals, and risk tolerance.
Advise clients 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.
Review client portfolios regularly and recommend adjustments as circumstances and market conditions evolve.
Maintain accurate documentation and ensure adherence to regulatory and fiduciary standards.

Desired Qualifications

Experience managing client relationships with $50 million or more in assets under management per household.
Background working with technology founders, executives, or entrepreneurial wealth.
Experience with family governance, next-generation education, or philanthropic strategy.
Track record of exceptional client retention and satisfaction.
Certified Financial Planner certification or additional credentials such as Chartered Financial Analyst, Certified Public Accountant, Juris Doctor, or Chartered Financial Consultant.

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!

About the Company

Farther

Personalized wealth management with data-driven guidance

Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company size: 501-1,000
Company stage: Growth Equity (Non-Venture Capital)
Total funding: $268M
Headquarters: San Francisco, CA
Founded: 2019

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