Farther
Wealth Advisor, Ultra High Net Worth
Hybrid - New York, NY +1 · Remote · Full-time · Posted Jan 31, 2026
- Location
- Hybrid - New York, NY
Remote - Experience
- 7+ years in wealth management.
About the job
Provides high-touch wealth advisory and concierge services to ultra-high-net-worth clients, including complex planning, investment coordination, and portfolio reviews.
What you'll do
- Serve as the primary advisor for UHNW clients and assess their evolving financial needs, goals, and risk tolerance.
- Advise on estate planning, tax optimization, philanthropy, and intergenerational wealth transfer; coordinate alternative investment opportunities.
- Coordinate concierge services, review portfolios, maintain documentation, and follow regulatory and fiduciary standards.
What they ask for
- Demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment.
- Expertise in tax law, trust structures, estate planning, and alternative investments.
- Series 65 or equivalent registration with clean U4.
- Strong communication skills and comfort adopting modern wealth management platforms.
Nice to have
- Experience managing households with $50M+ in AUM, or working with tech founders, executives, or entrepreneurial wealth.
- Family governance, next-generation education, philanthropic strategy, exceptional client retention, or credentials such as CFP, CFA, CPA, JD, or ChFC.
Model-written summary · the original posting is authoritative