Farther
Wealth Advisor, Ultra High Net Worth
Remote - Miami, FL +1 · Remote · Full-time · Posted Feb 3, 2026
- Location
- Remote - Miami, FL
Remote - Experience
- 7+ years.
About the job
Serves as the primary advisor to ultra-high-net-worth clients, delivering sophisticated financial planning and concierge-level wealth management.
What you'll do
- Assess clients’ financial needs, goals, and risk tolerance; review portfolios and recommend adjustments.
- Advise on estate planning, tax optimization, philanthropy, and intergenerational wealth transfer; collaborate on alternative investments.
- Coordinate concierge services and maintain accurate documentation in accordance with regulatory and fiduciary standards.
What they ask for
- 7+ years in wealth management serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment.
- Expertise in complex wealth strategies, including tax law, trust structures, estate planning, and alternative investments.
- Exceptional communication skills for explaining financial concepts to clients and family members.
- Series 65 or equivalent registration with clean U4.
Nice to have
- Experience managing households with $50M+ in AUM; experience with tech founders, executives, or entrepreneurial wealth.
- Experience in family governance, next-generation education, or philanthropic strategy; CFP, CFA, CPA, JD, or ChFC credentials.
Model-written summary · the original posting is authoritative