Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

UHNW Wealth Client Advisor - Associate

Focus Financial Partners

Focus Financial Partners is seeking a highly motivated Associate, Client Advisor in West Palm Beach, FL. You will collaborate with senior team members to implement and manage strategic financial plans for ultra-high-net-worth clients, ensuring exceptional service and attention to detail. The ideal candidate holds a Bachelor’s degree and has organized, team-oriented skills. Compensation includes a base salary of $60,000–$70,000, with potential bonuses and a comprehensive benefits package. #J-18808-Ljbffr Focus Financial Partners

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Client Advisor - Associate in West Palm Beach, FL vacancy
  • The Goldman Sachs Group is looking for a Private Wealth Advisor based in West Palm Beach, Florida. This role involves leveraging your background to build client relationships and deliver tailored wealth management advice. A strong focus on client service and ethical standards... 
    Suggested

    The Goldman Sachs Group

    West Palm Beach, FL
    2 days ago
  • Acrisure, LLC based in West Palm Beach, FL is seeking an Associate Client Advisor to drive revenue and expand client relationships. The role involves leveraging technology, data insights, and CRM tools to maximize business growth and maintain client satisfaction. The ideal... 
    Suggested
    Full time

    Acrisure, LLC

    West Palm Beach, FL
    3 days ago
  • First Citizens Wealth is seeking a Wealth Client Specialist (WCS) to support Fiduciary Officers and enhance client relationships. This role involves service-related activities like account management and assisting with client meetings. The ideal candidate has a Bachelor... 
    Suggested

    First Citizens Wealth

    North Palm Beach, FL
    4 days ago
  • Castle Wealth Management in West Palm Beach, FL, is seeking a full-time Client Relationship Manager/Financial Planner. In this role, you will work closely with high-net-worth clients to deliver excellent financial planning and investment management services. The ideal candidate... 
    Suggested
    Full time

    Castle Wealth Management

    West Palm Beach, FL
    3 days ago
  • The Mom Project is seeking a Client Operations & Financial Planning Associate to support wealth management and client services. This role involves maintaining client communications, ensuring excellent service delivery, and executing operational workflows. Ideal candidates... 
    Suggested

    The Mom Project

    West Palm Beach, FL
    5 days ago
  • A boutique investment advisory firm in North Palm Beach seeks a Financial Advisor to serve ultra-high-net-worth clients. The ideal candidate will bring at least $25 million in transferable client assets, delivering comprehensive financial services including investment management... 
    Full time

    Selby Jennings

    North Palm Beach, FL
    4 days ago
  •  ...Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm...  ...Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience... 
    Part time
    Internship
    Work at office

    SMArtX Advisory Solutions

    West Palm Beach, FL
    8 hours ago
  • $102k - $190k

     ...Deadline: 06/29/2026 Address: 777 S Flagler Drive Job Family Group: Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that... 
    Contract work
    Part time
    Local area
    Shift work

    Hispanic Alliance for Career Enhancement

    West Palm Beach, FL
    4 days ago
  • $102k - $190k

    Overview Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This... 
    Local area
    Shift work

    BMO

    West Palm Beach, FL
    3 days ago
  •  ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created... 
    Part time
    Seasonal work
    Weekend work
    Afternoon shift

    TravisMathew

    Palm Beach Gardens, FL
    5 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park...  ...support to our clients and operational support to advisor teams. The ideal candidate is able work with financial... 
    Work at office

    Vodia Ventures

    West Palm Beach, FL
    3 days ago
  • $60k - $75k

    SCS Financial is seeking a highly motivated Associate, Client Advisor to support the financial needs of ultra-high-net-worth clients in West Palm Beach, FL. You will assist in implementing strategic investment plans, coordinate account processes, and prepare client presentations... 

    SCS Financial

    West Palm Beach, FL
    5 days ago
  • Private Client Trusts & Estates Associate Attorney / Senior Associate Attorney - Boca Raton or West Palm Beach, FL Direct Counsel is seeking a Private...  ...asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge... 
    Private practice
    Work at office
    Remote work
    2 days per week

    Direct Counsel

    West Palm Beach, FL
    22 hours ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Work at office
    Local area

    Morgan Stanley

    West Palm Beach, FL
    1 day ago
  • Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will...  ...tax compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor’s degree... 

    Bpbcpa

    West Palm Beach, FL
    3 days ago
  • BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The ideal... 
    Work at office
    Remote work

    BCG Attorney Search

    West Palm Beach, FL
    3 days ago
  • Job Overview A law firm seeks a Private Client Trusts & Estates Associate/Senior Associate for its West Palm Beach, FL office. This role offers the chance to engage in sophisticated estate planning and administration within a collaborative environment. Duties Handle complex... 
    Work at office
    Remote work

    BCG Attorney Search

    West Palm Beach, FL
    3 days ago
  • Citi is seeking a Wealth Relationship Management Sr. Analyst in West Palm Beach, Florida. In this seasoned professional role, you will...  ...and leadership skills to deepen relationships with affluent clients and offer tailored financial solutions. The ideal candidate will... 

    Citi

    West Palm Beach, FL
    2 days ago
  • ReKruiting Advisors LLC. in West Palm Beach is seeking a Financial Advisor in Private Banking. The role involves advising clients on financial products, increasing and retaining client assets...  ...providing excellent client support in a wealth management setting. #J-18808-Ljbffr... 

    ReKruiting Advisors LLC.

    West Palm Beach, FL
    1 day ago
  • JPMorganChase is seeking a Private Client Advisor in West Palm Beach, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, ranging from new savers to wealthier clients. Your responsibilities will include delivering... 

    JPMorganChase

    West Palm Beach, FL
    4 days ago
  • Goldman Sachs is seeking a motivated Private Wealth Advisor to join their successful advisory team focusing on the Mexico market. This role involves leveraging unique backgrounds to build and manage client relationships, delivering comprehensive wealth management advice... 

    Goldman Sachs

    West Palm Beach, FL
    5 days ago
  • $165k - $200k

     ...for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals...  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Palm Beach, FL
    2 days ago
  • Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice... 

    The Goldman Sachs Group

    West Palm Beach, FL
    5 days ago
  •  ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Palm Beach Gardens, FL
    a month ago
  • Job Description Job Description We are looking for a versatile individual to support daily office operations while also handling key human resources and payroll activities. This contract-to-permanent position is fully on-site and is ideal for someone who enjoys balancing...
    Permanent employment
    Contract work
    Work at office

    Robert Half

    Lake Worth, FL
    3 days ago
  •  ...to be the face of our firm and the "glue" that holds our daily operations together. You will support our accounting team, manage client communications, and ensure the office runs like a well-oiled machine. Key Responsibilities Reception & Client Relations: Greet... 
    Work at office

    Benevides & Associates

    North Palm Beach, FL
    25 days ago
  •  ...permits and inspections Complete all radio activations Create account numbers in Criticom Monitoring Services (CMS) Provide all clients with same-day info., and certificates, and advise clients that all accounts will be on a 5-day test after installation completion... 
    Work at office
    Day shift

    Fusion Security Solutions

    West Palm Beach, FL
    8 days ago
  • Job Description Job Description We are looking for a dependable Office Assistant to support daily administrative operations for an on-site team in West Palm Beach, Florida. This Contract to permanent opportunity is ideal for someone who enjoys keeping an office organized...
    Permanent employment
    Contract work
    Work at office

    Robert Half

    West Palm Beach, FL
    12 days ago
  • A leading mortgage company seeks a Mortgage Financing Advisor in West Palm Beach, FL. This position involves providing financial guidance to homebuyers, training sales teams, and ensuring timely mortgage processes. Candidates should have strong customer service skills and... 
    Work at office

    Pulte Mortgage

    West Palm Beach, FL
    1 day ago
  •  ...Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity... 
    Local area

    JPMorgan Chase & Co.

    Palm Beach Gardens, FL
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Wealth Client Advisor - Associate. Be the first to apply!