Wealth Advisor, Ultra High Net Worth
Farther Finance- Location
- Remote
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Farther Finance. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
Senior Wealth Advisor for Ultra High Net Worth clients at Farther Finance. This role focuses on delivering high-touch, concierge-level advisory services using the company's technology stack. Responsibilities include advising on complex financial situations, estate planning, tax optimization, philanthropic giving, and intergenerational wealth transfer.
Skills and focus areas
- wealth management
- financial planning
- estate planning
- tax optimization
- philanthropic giving
- intergenerational wealth transfer
- alternative investments
- private equity
- venture capital
- direct investments
- client relationship management
Summary written by Ramai from the original posting. Full details and requirements are on Farther Finance’s careers page.
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