Private Client Advisor
$80k - $120kHenley & Partners - The Firm of Global Citizens®
As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options. Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients. Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged. Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge. Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. Work-Life Balance: We recognize the importance of maintaining a healthy work-life balance. Enjoy flexible working arrangements and benefits that support your well-being, ensuring that you can thrive both personally and professionally. ...but that's enough about us, let talk about you! As a Private Client Advisor , you will be a brand ambassador for Henley & Partners and a key driver of new business growth. This is a proactive, relationship-driven sales role focused on acquiring high-net-worth clients through direct business development, networking, and strategic referral partnerships. You will build and manage your own pipeline by developing relationships with intermediaries, professional advisors, family offices, private banks, wealth managers, and other centers of influence, while also identifying direct client opportunities. Success requires a commercial mindset, entrepreneurial drive, resilience, and a passion for building relationships. Technical knowledge of residence and citizenship planning can be taught; what matters most is your ability to create opportunities, win new business, and deliver an exceptional client experience. Responsibilities: Generate leads through prospecting, networking, referrals, strategic partnerships, events, and other business development activities. Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services. Build and maintain strong relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and other referral sources. Own the full sales cycle, from prospecting and qualification through consultation, proposal, and conversion. Conduct consultative client meetings, understand client objectives, and recommend suitable solutions. Deliver compelling presentations and maintain consistent follow-up throughout often complex sales processes. Meet or exceed agreed sales, pipeline, and revenue targets while maintaining accurate CRM records. Collaborate with internal Relationship Managers and operational teams across the globe to ensure a seamless client experience. Nurture long-term client relationships, identifying referral and cross-selling opportunities. Represent Henley & Partners with professionalism, discretion, and integrity while staying informed on market developments and relevant programs. Candidate Profile We are looking for an ambitious, commercially driven individual with a strong hunter mentality and a proven ability to build relationships and generate new business. The ideal candidate will demonstrate: A proactive, entrepreneurial approach with strong self-motivation and accountability. Proven ability to generate opportunities through networking, referrals, and business development. Resilience, persistence, and confidence in managing long sales cycles. Excellent relationship-building, communication, negotiation, and presentation skills. A consultative sales approach with the ability to understand client needs and recommend appropriate solutions. Credibility and discretion when working with high-net-worth individuals and senior professional advisors. A collaborative mindset and the ability to learn complex products quickly. Requirements: Minimum 3 years' experience in business development, consultative sales, client acquisition, or a similar revenue-generating role. Bachelor's degree in Business, Economics, Marketing, or a related field preferred, or equivalent commercial experience. Demonstrated success in generating new business/leads and achieving sales targets. Experience working with high-net-worth clients, private banks, wealth managers, family offices, professional services, luxury sectors, or similar relationship-led industries is advantageous. Experience in residence or citizenship planning is beneficial but not essential; full training will be provided. CRM proficiency, strong business software skills, multilingual capabilities, and local market knowledge are advantageous. What we offer: Base salary up to USD 80-120K per year; Performance-based commission structure; Comprehensive health, dental, and vision insurance; 401K retirement match up to 4%; 20 days of PTO; Hybrid setting; Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development. #J-18808-Ljbffr Henley & Partners - The Firm of Global Citizens®
$90k - $120k
...and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and... ...you can thrive both personally and professionally. ...As a Private Client Advisor , you’ll be an ambassador for H&P by establishing and strengthening...Private clientWork at officeFlexible hours- ...Private Client Advisor II Boston, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position....Private clientWork at officeShift workDay shift
$100k - $275k
...Bank Of America Private Bank Client Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities...Private clientWork at officeShift workDay shift- ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...and play a key role in growing KPMG's private client tax practice, which focuses on ultra... ...Family Offices Serve as the trusted advisor to ultra-high net worth families on matters...Private clientFull timePrivate practiceWork at officeLocal area
- ...Nixon Peabody LLP in Boston, MA seeks a mid-level associate with approximately two to five years’ experience to join our Private Clients team. The ideal candidate will have estate planning experience for high net worth individuals, and will represent individuals, trusts...Private client
- ...grown New England firm with one of the region's largest and most sophisticated private wealth practices. We work exclusively out of one office, with a collegial, high-caliber culture and a client base of high-net-worth individuals, families, and fiduciaries. Our attorneys...Private clientPrivate practiceWork at officeLocal area
- ...This is an exciting opportunity for an experienced Private Client Associate to join a highly regarded US law firm in Boston, working as part of an established and sophisticated Private Client practice. Our client is seeking an experienced Trusts & Estates attorney to...Private clientPrivate practice
- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are seeking someone who thrives in a growing environment and providing clients...Private clientTemporary workLocal area
- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth and investment strategies... ...strongly preferred.3+ years of experience in wealth management, private client advisory, or investment advisory roles working with...Private client
- ...HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge... ..., and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth...Private client
$100k
...your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.The Opportunity:Present The Firm’s wealth management solutions...Private clientWork at officeLocal areaRemote work$146k - $200k
...tax and consulting services to business clients with pass through entities and to their business... ...current software toolsActs as a Career Advisor to associates and senior... ...tax experience and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office$112.68k - $169.02k
...Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.S. and holds a Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees, clients, and communities. We provide expert accounting and...Private clientCasual workWork at officeFlexible hours$90k - $130k
...Helping PCS Tax Leaders Build High-Performing Teams | Private Client | HNW/UHNW | Cross Border Are you ready to join a firm that truly values your time off with unlimited annual leave? This Top 100 firm is widely respected for its commitment to work‑life balance....Private client$150k - $190k
...professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are... ...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible...Private clientFull timeRemote work- Citizens in Somerville, MA is seeking a dedicated client manager to acquire and onboard high-net-worth clients. The role focuses on growing net deposits and investments through personalized financial planning and proactive relationship management. Ideal candidates will...Private client
$170k - $200k
...and sending us your resume. Salary $170,000 - $200,000 per year Why join us A Bit About Us Are you someone who prefers to focus on client service vs worrying about billable hours or business development? We are a specialized firm offering a boutique feel. We proudly serve...Private clientLocal areaImmediate start$75k - $90k
...exempt Schedule: Full-time | Monday-Friday, 9-5 About the Opportunity A top national law firm is seeking a highly experienced Private Client Assistant to provide comprehensive administrative and client service support to attorneys and legal professionals within the...Private clientFull timeTemporary workPrivate practiceMonday to FridayNight shift- ...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people... ...and family members, their trusts, investment entities, and private businesses. Business investments would be primarily real estate...Private clientFull timeWork at officeLocal areaImmediate start
- ...Tax Senior Associate EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Boston, MA or Burlington, MA offices. We are seeking someone who thrives in a growing environment and providing clients...Private clientTemporary workLocal area
- ...ability to manage multiple matters effectively. About the Firm: The firm is an Am Law 100 law firm recognized for its sophisticated private client, tax, and corporate practices. Its Trusts & Estates attorneys advise prominent individuals, families, entrepreneurs, and...Private clientFor contractorsWork at office
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$225k - $325k
...Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its... ...Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly... .... Serve as a trusted investment advisor in client meetings, providing insights and...Private clientFull timeWork at officeLocal area$105.38k - $215.38k
...net-worth individuals, families, and their advisors? Do you bring strong experience in... ...with specialists when needed.Build strong client relationships through clear, thoughtful communication... ...serving high-net-worth individuals or private clients.Strong client communication and...Private clientWork at officeLocal area$120k - $145k
..., tax, and business advisory services to private and publicly-held companies throughout the... ...a Tax Manager to join our Private Client Services Team on a flexible hybrid basis.... ...profile individuals/families. Trusted advisor and role model for your clients and our people...Private clientFull timeWork experience placementPrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- ...throughout the Southeast region. This individual will be responsible for identifying new client opportunities, expanding market presence, and building relationships across institutional and private investor channels. The successful candidate will play a critical role in...Private client
$200k - $245k
...Job Description Job Description Private Client Trusts & Estates Associate Attorney Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a sophisticated East Coast–based law firm...Private clientPrivate practiceRemote work2 days per week$82.4k - $155.7k
...confidence in a world of change, empowering our clients and people to realize their full... ...that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic... ...to our clients. Our team of first choice advisors is aligned to focus on closely held businesses...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area$100k - $150k
...commitment to delivering real value to our clients.Our mission is to provide exceptional... ...experienced Tax Manager to join our growing Private Client Services practice. This role will... ...The ideal candidate will be a strategic advisor with strong technical expertise, leadership...Private clientFull timePrivate practiceLocal area3 days per week- ...Services practice. Responsibilities: Advise clients and be accountable for delivering high... ...and play a key role in growing KPMG's private client tax practice, which focuses on ultra... ...and Family Offices Serve as the trusted advisor to ultra-high net worth families on...Private clientPrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!
- hospital customer service representative Boston, MA
- remote customer service advisor Boston, MA
- customer experience agent Boston, MA
- senior customer service representative Boston, MA
- service person Boston, MA
- customer account representative Boston, MA
- financial customer service representative Boston, MA
- customer service representative insurance Boston, MA
- customer experience associate Boston, MA
- bilingual customer support specialist Boston, MA



