Wealth Advisor, Ultra High Net Worth
Bessemer Venture Partners(3 days ago)
About this role
Farther is hiring an experienced Wealth Advisor to provide high-touch, concierge advisory to ultra-high-net-worth clients using the firm’s advanced technology platform. The role focuses on delivering sophisticated wealth planning—estate, tax, philanthropic, and intergenerational strategies—while partnering with investment and centralized teams rather than driving business development.
Required Skills
- Estate Planning
- Tax Optimization
- Alternative Investments
- Client Advisory
- Portfolio Review
- Family Governance
- Regulatory Compliance
- Communication
- Technology Adoption
Qualifications
- Series 65
- CFP
- CFA
- CPA
- JD
- ChFC
About Bessemer Venture Partners
bvp.comBessemer 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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