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Ultra High Net Worth Financial Advisor Jobs (NOW HIRING)

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

... Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW ... Exceptional ability to communicate sophisticated financial concepts to clients and family members ...

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105.50K - $138.30K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

Berkley

Ultra High Net Worth Underwriter

Morristown, NJ · Hybrid

... The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and ... Act as a trusted advisor by understanding their needs, coaching on solutions, and fostering loyalty ...

Berkley

Ultra High Net Worth Underwriter

Morristown, NJ · Hybrid

... The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and ... Act as a trusted advisor by understanding their needs, coaching on solutions, and fostering loyalty ...

Bennett Thrasher LLP

Tax Associate (High-net-worth)

Denver, CO · On-site

$60.20K - $80.30K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build ...

Berkley

Ultra High Net Worth Underwriter

Morristown, NJ · On-site

... The Ultra High Net Worth Underwriter at Berkley One plays a pivotal role in evaluating and ... Act as a trusted advisor by understanding their needs, coaching on solutions, and fostering loyalty ...

RSM Global

Tax Partner - Ultra High Net Worth

Chicago, IL · On-site

$114.40K - $150K/yr

... Ultra High Net Worth (UHNW) team. This role provides an opportunity to join a high-performing ... Must be able to support financial growth efforts and manage a book of business * Successful ...

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Ultra High Net Worth Financial Advisor information

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$37K

$73.3K

$109K

How much do ultra high net worth financial advisor jobs pay per year?

As of May 28, 2026, the average yearly pay for ultra high net worth financial advisor in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Ultra High Net Worth Financial Advisor, and why are they important?

To thrive as an Ultra High Net Worth Financial Advisor, you need deep expertise in investment management, estate planning, and tax strategy, often supported by credentials such as the CFP, CFA, or CPA. Mastery of financial planning software, portfolio analysis tools, and CRM systems is typically required. Exceptional relationship-building, discretion, and communication skills help advisors gain and maintain client trust. These skills are essential for delivering tailored, holistic financial solutions and managing complex financial needs for high-value clients.

What are some common challenges Ultra High Net Worth Financial Advisors face when managing complex client portfolios?

Ultra High Net Worth Financial Advisors often manage highly complex portfolios that require deep expertise in tax strategy, estate planning, and alternative investments. One common challenge is balancing the diverse and evolving goals of clients, such as wealth preservation, philanthropy, and succession planning, while navigating market volatility and regulatory changes. Advisors also frequently coordinate with a client’s legal and accounting teams, requiring strong communication and project management skills. Staying proactive and informed is key to maintaining trust and delivering tailored solutions.

What is an Ultra High Net Worth Financial Advisor?

An Ultra High Net Worth (UHNW) Financial Advisor is a specialized financial professional who provides personalized wealth management services to clients with significant assets, typically those with investable assets exceeding $30 million. These advisors offer tailored financial planning, investment management, estate planning, tax strategies, and philanthropic guidance that address the complex needs of ultra-wealthy individuals and families. Their role often involves coordinating with legal, tax, and other advisors to deliver comprehensive solutions that preserve and grow wealth across generations.

What is the difference between Ultra High Net Worth Financial Advisor vs Wealth Manager?

AspectUltra High Net Worth Financial AdvisorWealth Manager
CredentialsCFP, CFA, or equivalent certificationsCFP, CFA, or similar certifications
Work EnvironmentPrivate client offices, financial firmsPrivate banks, independent firms
Employer & IndustryFinancial advisory firms, private banksPrivate banks, wealth management firms
Client FocusIndividuals with $30M+ net worthHigh-net-worth individuals, often $1M+

While both roles serve high-net-worth clients, Ultra High Net Worth Financial Advisors focus on clients with assets exceeding $30 million, providing tailored investment and estate planning. Wealth Managers typically serve clients with lower but still significant assets, offering comprehensive financial services. The main difference lies in client wealth level and service scope.

More about Ultra High Net Worth Financial Advisor jobs
What cities are hiring for Ultra High Net Worth Financial Advisor jobs? Cities with the most Ultra High Net Worth Financial Advisor job openings:
What states have the most Ultra High Net Worth Financial Advisor jobs? States with the most job openings for Ultra High Net Worth Financial Advisor jobs include:
What job categories do people searching Ultra High Net Worth Financial Advisor jobs look for? The top searched job categories for Ultra High Net Worth Financial Advisor jobs are:
Ultra High Net Worth Financial Advisor jobs near you
Infographic showing various Ultra High Net Worth Financial Advisor job openings in the United States as of May 2026, with employment types broken down into 56% Full Time, 42% Part Time, and 2% Contract. Highlights an 9% Physical, and 91% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.
Wealth Advisor, Ultra High Net Worth

Wealth Advisor, Ultra High Net Worth

Farther

Miami, FL • On-site, Remote

Full-time

Medical, Retirement, PTO

Posted 22 days ago

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!
Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, 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.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019

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