Client Advisor - UHNW Advisory
Certus Recruitment Group
Base + Uncapped Commission (Realistic 6–7 Figure Earnings) Must have legal working rights for the USA and hold a VISA for international travel If you know how to operate in rarefied air, this is your arena. I have partnered with a globally recognized advisory powerhouse operating at the very top end of the wealth spectrum. This is not transactional sales. This is high‑stakes, high‑trust advisory work with Ultra High Net Worth individuals and families who expect excellence, discretion, and world‑class expertise. The right person will be commercially sharp, exceptionally well‑networked across wealth markets, and unapologetically hungry. You will be comfortable advising founders, investors, family offices and globally mobile entrepreneurs on complex, life‑defining decisions. This is a role where performance is directly rewarded. Top performers in the business are earning up to seven figures. There is no ceiling. Why This Opportunity Is Different You will be joining a market leader in global residence and citizenship advisory, the firm widely regarded as the gold standard in the industry. Offices across 40+ locations worldwide Thousands of successful client mandates delivered globally Unrivalled reputation for integrity, discretion and execution Trusted by governments, advisors, private banks and UHNW families This organisation doesn’t compete on price, it competes on brand, credibility and results. Their name opens doors at the highest levels of private wealth. You’ll be surrounded by high performers who understand quality over volume, relationships over transactions, and long‑term value over short‑term wins. The Role Manage and convert warm, qualified inbound and referred UHNW leads Run a high‑touch, consultative advisory process from discovery to close Build deep, long‑term relationships with clients and introducers Work closely with legal and advisory teams to deliver seamless execution Represent the business confidently in private wealth circles and industry settings Maintain disciplined pipeline management and commercial focus This is sophisticated relationship sales—nuanced, strategic, and highly rewarding. Who You Are Proven experience working with HNW or UHNW clients Strong network across private banking, wealth management, family offices, luxury sectors, or investment advisory Polished, credible and commercially driven Comfortable operating in a regulated, detail‑heavy environment Discreet, emotionally intelligent and confident with senior stakeholders Hungry. Competitive. Motivated by significant financial upside. You understand that in this market, trust is currency. What’s On Offer Uncapped commission structure with genuine 6–7 figure potential Access to a global brand with exceptional market credibility High‑value inbound lead flow A premium client base operating at the very top of global wealth A long‑term career path in a specialist, internationally respected advisory firm This is for someone who wants to operate at the top of the wealth pyramid. Someone who wants big deals, serious earning potential, and the prestige that comes with advising the world’s most successful individuals. If you are ambitious, well‑connected, and ready to play in a bigger league - this is your move. #J-18808-Ljbffr Certus Recruitment Group
- ...Our client, a rapidly growing and well-established multi-family office... ...Families. This Private Client Advisor will play a pivotal role in... ...Responsibilities: • Manage UHNW client relationships with extensive... ...work efficiently to Client Advisory support professionals. •...SuggestedWork at officeLocal area
$120k - $130k
Senior Associate, Client Advisor SCS Financial is seeking a highly motivated and detail-oriented Senior Associate... ...relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients. Strong understanding of financial...SuggestedWork at office$20 - $22 per hour
Creative Artists Agency in Los Angeles is seeking an Assistant to support the Head of the Strategic Client Advisory group. The role involves administrative duties, client interaction, and tracking contracts. The ideal candidate has prior experience in administration or...SuggestedHourly payWork at office$120k - $130k
Focus Financial Partners is seeking a motivated Senior Associate, Client Advisor in Los Angeles, CA. This role is integral to supporting client relationships and implementing investment strategies for ultra-high-net-worth clients. The ideal candidate will have strong analytical...Suggested$20 - $22 per hour
...Assistant To Head Of Strategic Client Advisory Group Creative Artists Agency (CAA) is the leading entertainment and sports agency, with global expertise in filmed and live entertainment, digital media, publishing, sponsorship sales and endorsements, media finance, consumer...SuggestedHourly payWork experience placementWork at office$77k - $202k
...Specialty/Competency: CMAAS (Capital Markets and Accounting Advisory Services) Industry/Sector: Not Applicable Time Type: Full... ...people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and...Full timeH1bWork at office$206.72k - $243.2k
Ascent Managing Director Client Advisory page is loaded## Ascent Managing Director Client Advisorylocations: Los Angeles, CAposted on: Posted Yesterdaytime left to apply: End Date: June 5, 2026 (30+ days left to apply)job requisition id: 2026-0008221At U.S. Bank, we’re...Temporary workLocal area- Virtus Investment Partners, Inc is seeking a Senior Investment Advisor Associate in their Los Angeles office to manage relationships with high-net-worth clients. This role involves providing exceptional client service and ensuring smooth onboarding processes. Qualified...Work at office
$80k - $95k
A national accounting firm in Los Angeles seeks a Senior Associate or Supervisor for its Accounting Advisory Services practice. The ideal candidate will have a Bachelor's in Accounting, experience in private or public accounting, and strong analytical skills. This full...Full timeFlexible hours$80k - $95k
...seeking a Senior Associate to provide accounting and financial advisory services. The ideal candidate will have a bachelor's degree in... ...experience, including audit. Responsibilities include maintaining client records, preparing financial statements, and interacting with...Flexible hours$100k - $120k
...As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration... ...about us, let talk about you! As a Client Advisor you’ll be an ambassador for H&P by establishing and...Work at officeFlexible hours- Moss Adams Advisory Group LP in Los Angeles is looking for a Tax Manager to provide tax and business advisory services to small business clients. This role involves overseeing accounting services, leading client engagements, and mentoring staff. Ideal candidates should...
- ...Private Client Advisor II Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge... ...Development Client Management Client Solutions Advisory Prospecting Wealth Planning Analytical Thinking Oral...Work at officeShift workDay shift
$52.6k - $98k
...makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business... ...the life. As our Private Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss...Minimum wageLocal areaNight shift- ...A leading financial advisory firm is seeking motivated individuals for a fully remote role. You will engage with clients to help them make informed financial decisions without needing prior sales experience. The position offers training and mentorship, commission-only...Remote workFlexible hours
$77.7k - $146.9k
...is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people... ...CANADA: Job Responsibilities Participates in accounting advisory engagements supporting capital markets and transaction activity...Full timeWork experience placementInternshipLocal area$81.5k - $103.5k
GHJ is seeking a Client Accounting and Advisory Services (CAAS) Senior Associate in Los Angeles to ensure accurate month-end closing processes. This role involves reviewing financial statements, managing client communications, and assisting in various advisory projects...- ...About the Role We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our... ...-driven sales cycle required to attract and engage UHNW individuals and families. Mindset: Driven by collaboration...
$100k - $150k
...Associate, Accounting Advisory About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting... ...initiatives. Palm Tree’s Accounting Advisory practice supports clients across complex accounting and financial reporting matters,...Immediate start- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients... .... The ideal candidate has at least 2 years in financial advisory roles and necessary licenses including Series 7 and 66. #J-1...
$80k - $95k
Accounting Advisory Services Senior Associate or Supervisor 6 days ago Be among the first 25 applicants Weaver is a full-service national... ...providing accounting and finance support and guidance to our clients, our team has the knowledge and experience to assist clients of...Full timeRemote workFlexible hours$80k - $120k
...A national accounting firm is seeking a Senior Associate or Supervisor for their Advisory services in Pasadena, California. This role involves providing general accounting and financial advisory services, focusing on fund accounting. Candidates should have a Bachelor'...Flexible hours- A leading advisory firm in Los Angeles is seeking a Senior Associate to join their Transaction Advisory Services team. The role entails... ...analyzing financial statements, and communicating findings to clients. Candidates should possess a Bachelor's degree in Accountancy,...Flexible hours
$120k - $140k
Buxbaum is seeking a Senior Associate for Outsourced Accounting & Advisory in Los Angeles, CA. The role involves supporting month-end close processes, preparing financial reporting and dashboards, and analyzing financial results. Ideal candidates will have 4+ years of...$175k - $225k
...closely with a team of professionals to deliver quality advisory services to a range of clients across the Technology sector. The Associate will have... ...Coordinate and execute the due diligence process with external advisors, including lawyers, accountants and consultants, and...Work experience placementWork at office$100k
Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global... ...take a hands-on approach to solving our clients' problems and assisting them in reaching... ...discussions with management and their advisors. How you will contribute? As an...Work at officeFlexible hours$175k - $225k
A global investment firm in Los Angeles seeks a motivated individual to conduct in-depth analyses of clients’ financial vulnerabilities and provide strategic advisory during shareholder activism. The ideal candidate will have an MBA from a top-tier business school or relevant...$78.5k - $135.6k
A major accounting and consulting firm in Los Angeles is seeking a Senior Associate for their Deal Advisory practice. This role allows for flexible office locations or remote work for the right candidate. You will perform buy-side and sell-side due diligence and need a...Remote jobWork at officeFlexible hours- ...Investment Banking Associate for its Beauty, Personal Care & Wellness practice in Los Angeles. This role involves supporting M & A advisory and capital raising services tailored to the beauty industry. The ideal candidate will possess sell-side advisory experience and...
$175k - $225k
...Vulnerability & Defense Analysis: Conduct detailed assessments of clients’ financial and strategic vulnerabilities, shareholder bases,... ...potential activist threats and broader market trends. Strategic Advisory Integration: Collaborate with M&A, restructuring, and industry...
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