Farther
Wealth Advisor, Ultra High Net Worth
Remote - Miami, FL
Sponsorship not specifiedDetected 64 days ago
Leadership
About the role
- 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.
Responsibilities
- 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
- Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards
- Chart your own growth path as we expand
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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