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 ...
60 Farther Jobs Hiring Near You
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 ...
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 ...
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 ...
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 ...
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 ...
Senior Client Experience Associate
Dallas, TX ยท On-site
As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry. Your Impact * Act as the key ...
Senior Client Experience Associate
Dallas, TX ยท On-site
As a member of Farther's client experience team, this is an opportunity to have a huge impact - not just on the company, but on the entire wealthtech industry. Your Impact * Act as the key ...
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 ...
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 ...
AI-Native Data Platform Engineer
$125K - $150K/yr
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 ...
AI-Native Data Platform Engineer
$125K - $150K/yr
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 ...
Financial Planning & Analysis Manager
$104K - $137K/yr
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 ...
Financial Planning & Analysis Manager
$104K - $137K/yr
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 ...
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 ...
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 ...
Senior Manager, Data Engineering
New York, NY ยท On-site +1
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 ...
Senior Manager, Data Engineering
New York, NY ยท On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX ยท On-site +1
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 ...
Senior Regional Compliance Associate
Irving, TX ยท On-site +1
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 ...
Wealth Advisory - Relationship Manager
Austin, TX ยท On-site +1
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 ...
Wealth Advisory - Relationship Manager
Austin, TX ยท On-site +1
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 ...
Financial Planning & Analysis Manager
Irving, TX ยท On-site
$101K - $133K/yr
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 ...
Financial Planning & Analysis Manager
Irving, TX ยท On-site
$101K - $133K/yr
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 ...
Director, Investment Solutions
New York, NY ยท On-site +1
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 ...
Director, Investment Solutions
New York, NY ยท On-site +1
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 ...
Advisor Marketing Manager
Irving, TX ยท On-site +1
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 ...
Advisor Marketing Manager
Irving, TX ยท On-site +1
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 ...
Client Experience Associate
Irving, TX ยท On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Client Experience Associate
Irving, TX ยท On-site
The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...
Financial Planning & Analysis Manager
Irving, TX ยท On-site +1
$101K - $133K/yr
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 ...
Financial Planning & Analysis Manager
Irving, TX ยท On-site +1
$101K - $133K/yr
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 ...
Senior Trading Associate
$14.75 - $17.75/hr
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 ...
Senior Trading Associate
$14.75 - $17.75/hr
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 ...
Senior Trading Associate
New York, NY ยท On-site +1
$16.50 - $19.75/hr
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 ...
Senior Trading Associate
New York, NY ยท On-site +1
$16.50 - $19.75/hr
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 ...
Senior Trading Associate
Dallas, TX ยท On-site +1
$14.75 - $17.75/hr
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 ...
Senior Trading Associate
Dallas, TX ยท On-site +1
$14.75 - $17.75/hr
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 ...
Wealth Advisor, Ultra High Net Worth
New York, NY ยท On-site +1
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 ...
Wealth Advisor, Ultra High Net Worth
New York, NY ยท On-site +1
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 ...
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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!
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