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Wealth Advisor at Farther

Location
Town of Mount Hope, New York
Type
Full-time
Posted

Description

Farther is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth (UHNW) clients using advanced technology. The role involves advising on complex wealth situations, sophisticated planning strategies like estate planning and tax optimization, collaborating with investment teams on alternative investments, coordinating concierge services, reviewing client portfolios, and ensuring compliance. This position is ideal for a seasoned advisor focused on strategic advice rather than business development, partnering closely with leadership to deliver seamless service.

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