Wealth Advisor, Ultra High Net Worth
FartherWealth Management company
Miami, United StatesSenior
CapitalG
Bessemer Venture Partners
Khosla Ventures
Viewpoint Ventures
Context Ventures
Cota Capital
Sales & Account Management
About the role
TL;DR
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.
Required skills
Business DevelopmentSalesCRMFinancial ModelingExcel
Domain expertise
fintech