Copy of Wealth Advisor, Ultra High Net Worth

Bessemer Venture Partners(11 days ago)

HybridFull TimeSenior$129,074 - $172,523 (estimated)Wealth Management

About this role

Farther is a fast-growing RIA combining expert advisors with modern fintech to deliver tailored wealth management. This role is for an experienced Wealth Advisor who will provide high-touch, concierge advisory to ultra-high-net-worth clients using Farther’s technology stack. The position emphasizes sophisticated planning and client service rather than business development, partnering closely with leadership and centralized teams.

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Required Skills

Estate Planning
Tax Optimization
Philanthropy
Wealth Transfer
Alternative Investments
Client Advisory
Family Governance
Portfolio Review
Compliance
Tech Savvy

Qualifications

Series 65 or Equivalent
Clean U4
CFP
CFA
CPA
JD
ChFC

About Bessemer Venture Partners

bvp.com

Bessemer Venture Partners is a global venture capital firm that partners with audacious entrepreneurs to build enduring businesses. They invest across stages—from seed through growth—and focus on areas such as cloud/SaaS, infrastructure, consumer, healthcare and fintech. BVP combines long-term capital with sector expertise and hands-on operational support (go‑to‑market, talent and scaling playbooks) to help companies scale. Founders choose them for their research-driven approach, deep network, and track record of backing category-defining companies.

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