# Wealth Advisor, Ultra High Net Worth at Farther

- Company: Farther
- What the company does: Farther is Intelligent Wealth Management, natively built to unlock greater wealth throughout your financial life. Backed by Bessemer, Lightspeed and General Atlantic.
- Company website: https://www.farther.com/
- Type: Startups
- Level: Mid level
- Location: Remote - Miami, FL
- Work setup: Remote
- Posted: 2026-02-03
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/fartherfinance/jobs/4657277005
- Page: https://www.1752.vc/careers/jobs/farther-wealth-advisor-ultra-high-net-worth-2/

## About 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.

## What they're looking for

- 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

Tags: Wealth Management