Wealth Advisor, Ultra High Net Worth

Fartherfinance

Miami (FL)

On-site

USD 100,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Fartherfinance is seeking an experienced Wealth Advisor to deliver exceptional service to ultra-high-net-worth clients in Miami. This role focuses on sophisticated planning strategies and seamless service through collaboration with centralized teams.

The ideal candidate has over 7 years of experience in wealth management, specializing in tax optimization, estate planning, and complex investment strategies. Fartherfinance offers a competitive compensation package, full health benefits, and unlimited PTO.

Qualifications

7+ years in wealth management with experience serving HNW/UHNW clients.
Expertise in complex wealth strategies including tax law and trust structures.
Ability to communicate advanced financial concepts clearly.

Responsibilities

Serve as the primary advisor for UHNW clients.
Advise on estate planning, tax optimization, and philanthropy.
Review client portfolios and recommend adjustments.

Skills

Wealth management experience

Communication of complex financial concepts

Tax optimization

Estate planning

Alternative investments expertise

Education

Series 65 or equivalent registration

CFP Certification or similar credentials

Tools

Wealth management platforms

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