# Wealth Advisor, Ultra High Net Worth
**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Remote
**Experience:** 7+ years
**Skills:** Series 65, Wealth Management Platforms, Estate Planning, Tax Optimization, Alternative Investments, Private Equity, Venture Capital, Trust Structures, Family Governance, Portfolio Management
**Posted:** 2026-03-13
> Provides concierge-level wealth advisory to ultra-high-net-worth clients, focusing on estate planning, tax strategies, alternative investments, and family governance. Requires 7+ years experience with HNW/UHNW clients and Series 65 registration.
## Job Description
## Your Impact

- 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

## The Ideal Match

- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment
- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments
- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy
- Series 65 or equivalent registration with clean U4
- Tech-savvy mindset with comfort adopting modern wealth management platforms

**Bonus Points**

- Experience managing client relationships with $50M+ in AUM per household
- Background working with tech founders, executives, or entrepreneurial wealth
- Experience with family governance, next-generation education, or philanthropic strategy
- Track record of exceptional client retention and satisfaction
- CFP Certification or additional credentials (CFA, CPA, JD, ChFC)
**Apply:** https://hotfix.jobs/jobs/wealth-advisor-ultra-high-net-worth-at-farther-finance-86dc1b67-b995-46df-9608-dabbf187e78e
**Canonical:** https://hotfix.jobs/jobs/wealth-advisor-ultra-high-net-worth-at-farther-finance-86dc1b67-b995-46df-9608-dabbf187e78e