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Wealth Advisor, Ultra High Net Worth

Farther

Mid levelHybridHybrid - New York, NY

Help ultra-high-net-worth clients navigate their financial world.

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About Farther

Farther combines expert advisors with technology for tailored wealth management.

What you'd do

Conduct regular meetings to assess clients' needs and goals
Advise on estate planning and tax optimization
Collaborate on alternative investment opportunities
Coordinate concierge services like bill pay and real estate management

What they're looking for

7+ years in wealth management experience
Deep expertise in complex wealth strategies
Series 65 or equivalent registration

Perks

Competitive compensation package
Full health benefits + 401(k) matching
Unlimited PTO