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Modern Wealth Management

60 jobs near Columbus, OH

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

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 ...

Jobgether

You will be part of a modern wealth management setup that combines human expertise with advanced digital tools to deliver highly personalized client outcomes. This is a client-first, entrepreneurial ...

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Wealth Advisor, Ultra High Net Worth

Wealth Advisor, Ultra High Net Worth

Farther

New York, NY • On-site

Other

Medical, Retirement, PTO

Posted 12 days ago

Job description

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!

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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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