高净值财富顾问
Wealth Advisor, Ultra High Net Worth
### 公司简介
Farther 是一家快速发展的独立投资顾问公司，将专业顾问与前沿技术相结合，提供全面、定制化的财富管理体验。
Farther 的创始人来自私人财富行业，是领导者和创新者，拥有传统财富管理、金融科技和科技产品开发的独特结合经验。我们得到了顶级风险投资公司、金融科技投资者和行业领袖的支持。
加入 Farther 意味着加入一个协作的创业团队，他们热衷于帮助客户和同事实现更多目标。如果你是一个善于突破障碍、以正确方式完成任务的人，我们希望与你共同打造财富管理的未来。
**职位描述**
我们正在寻找一位经验丰富的财富顾问，为我们的超高净值（UHNW）客户提供卓越、高接触度的服务。你将利用 Farther 的顶级技术栈，为最复杂的客户关系提供管家级别的咨询服务。
这个职位适合一位资深顾问，擅长处理复杂的财富状况，并希望专注于提供高级规划策略，而不是业务拓展。你将与领导层和中心化团队紧密合作，确保无缝、高标准的服务。
**你的影响**
- 作为超高净值客户的主顾问，定期进行会议，评估不断变化的财务需求、目标和风险承受能力
- 在遗产规划、税务优化策略、慈善捐赠和代际财富传承方面提供建议
- 与投资团队合作，探索包括私募股权、风险投资和直接投资在内的另类投资机会
- 协调管家服务，包括账单支付、私人航空、房地产管理和家庭治理支持
- 定期审查客户投资组合，并根据情况和市场条件的变化提出调整建议
- 保持准确的文档记录，并确保遵守所有监管和受托人标准
**理想的候选人**
- 7年以上财富管理经验，有在多家族办公室、私人银行或精英 RIA 环境中服务高净值/超高净值客户的经验
- 在复杂的财富策略方面有深入的专业知识，包括税法、信托结构、遗产规划和另类投资
- 能够向客户及其家庭成员清晰传达复杂的财务概念，无论其财务背景如何
查看英文原文
### Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
**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.
This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.
**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)
**Why Join Us**
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!