Wealth Advisor, Ultra High Net Worth

Cardata; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory.

The ideal candidate will have over 7 years of experience in wealth management and a deep understanding of complex wealth strategies. Competitive compensation and comprehensive benefits package offered.

Qualifications

• 7+ years in wealth management with experience serving HNW/UHNW clients.
• Deep expertise in complex wealth strategies including tax law and trust structures.
• Exceptional ability to communicate complex financial concepts.

Responsibilities

• Serve as the primary advisor for UHNW clients assessing their financial needs.
• Advise on estate planning, tax strategies, and philanthropic giving.
• Coordinate concierge services like bill pay and real estate management.

Skills

Wealth management

Tax optimization

Estate planning

Client communication

Investment strategies

Education

CFP Certification

Series 65 or equivalent

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
• CFP Certification required; additional credentials (CFA, CPA, JD, ChFC)
• 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

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!