Wealth Advisor, Ultra High Net Worth

Manage and grow relationships with ultra-high-net-worth clients, delivering tailored financial planning and investment advice.

• •Farther is hiring a Wealth Advisor to manage and grow relationships with ultra-high-net-worth clients, delivering tailored financial planning and investment advice remotely from Miami.
• •Key Responsibilities Advise UHNW clients on investment strategy and wealth planning.
• •Build and manage deep, trust-based client relationships.
• •Coordinate with internal teams to execute customized financial solutions.
• •Lead business development to grow client base and assets under management.
• •Requirements Extensive experience advising high-net-worth or ultra-high-net-worth clients.
• •Strong relationship management and sales skills.
• •Proficiency with CRM systems and financial modeling tools (Excel).
• •Ability to work remotely and travel as needed.