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Wealth Advisor, Ultra High Net Worth

Farther

SeniorRemoteRemote - Miami, FL

Serve ultra-high-net-worth clients with personalized advice.

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About Farther

Farther combines expert advisors with tech to create a tailored wealth management experience.

What you'd do

Conduct regular client meetings to assess financial needs
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 with HNW/UHNW clients
Deep expertise in tax law and estate planning
Series 65 or equivalent registration

Perks

Competitive comp package
Full health benefits
401(k) matching & Roth IRA options