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Wealth Advisor, Ultra High Net Worth

Farther

Mid levelHybridHybrid - New York, NY

Help ultra-high-net-worth clients thrive.

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About Farther

Farther combines expert advisors with tech for wealth management.

What you'd do

Conduct meetings to assess client needs
Advise on estate planning and tax strategies
Collaborate on alternative investment deals
Coordinate concierge services for clients

What they're looking for

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