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
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- ...an alternative application process. Sr. Advisory Associate 8 days ago Requisition ID: 1891... ...the primary relationship lead and trusted advisor for Ultra-High Net Worth (UHNW) individuals and families. This is a high-impact, client-facing operations role for someone who...Suggested
$77k - $202k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description &... ...transaction structures, and capital markets topics. You will advise clients on complex accounting and financial reporting issues related to...SuggestedFull timeH1b$100k - $160k
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...firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous...Full timeWork experience placementWork at officeLocal areaRemote work- Kroll's Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination... ...achieve anticipated earnings/cash flow improvementsAssisting clients in identifying pre and post-acquisition transaction...Temporary workWork at office
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...Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial... ...over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our...Part timeWork at officeFlexible hours$120k - $210k
...-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance...Interim roleWork at officeRelocation$100k
...Associate – Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a... ...take a hands-on approach to solving our clients' problems and assisting them in reaching... ...comprehensive discussions with management and their advisors. How you will contribute? As an...Part timeWork at officeFlexible hours$225k - $298.3k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...clients and prospects as their trusted advisor providing integrated recommendations... ...Development Client Management Client Solutions Advisory Risk Management Wealth Planning Active...Work at officeWork from homeFlexible hoursShift workDay shift- Chabez-Tech is seeking an Accounting Manager in California to lead Client Advisory Services (CAS). The role combines technical accounting, client relationship management, and team leadership to ensure accurate financial reporting and high-quality client service. You will...Full time
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Opportunity ID 8871/*generated inline style */ Department Advisory/*generated inline style */ Location(s) Los Angeles/*generated inline... ...deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging...Work at officeLocal areaRemote workFlexible hours$162k - $270k
...capability. We are seeking an Associate Director to lead technology advisory and delivery for Digital Asset initiatives at banks and... ...execution across DLT-based platforms, working directly with senior client stakeholders. Key Responsibilities will include: Engagement...Full timeFlexible hours$70k - $150k
...CA, United States | 21014415 Join Kroll's Global Real Estate Advisory Group and gain hands‑on experience in the dynamic field of real... ...Independently gathering data pertinent to the engagement through direct client interaction, including personal & telephone Interviews with...Temporary workLocal areaRelocation package- Senior Associate - Risk and Compliance Advisory CNM LLP is a specialized boutique accounting and consulting services firm looking for a... ...verbal skills to communicate complex issues in simple terms to clients and team members. Producing quality deliverables evidenced through...Full timeWork at office
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$120k - $135k
Goldman Sachs, Inc. in Los Angeles, California, seeks an Associate, Business Development to build an advisory business and create comprehensive wealth management plans for high-net-worth individuals and select institutions. Role requires a Bachelor's degree and three years...- ...consulting firm in Los Angeles seeks an Associate for Accounting Advisory, requiring a Bachelor's in Accounting and 4-6 years of... ...analytical and communication skills, eager to support private equity clients and improve financial processes. #J-18808-Ljbffr Palm Tree LLC
- We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known... ...-driven sales cycle required to attract and engage UHNW individuals and families. Mindset: Driven by collaboration, client...
- 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...
- ...Overview A law firm seeks an associate with 3-6 years of experience to join its Digital Risk Advisory and Cybersecurity Team in Los Angeles, CA. The successful candidate will advise clients on cybersecurity incidents, regulatory investigations, and provide advisory services...Temporary work
- Wealthy Leadership is expanding its Client Engagement Team and we are looking for an Appointment Setter who brings polish and consistency... ...situation and guide them toward a real conversation with our advisory team through thoughtful dialogue. This role emphasizes...
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