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
- ...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- JPMorgan Chase & Co. in Los Angeles is seeking a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will manage onboarding, document collection, investment quotes, and trade execution...Suggested
- Join Kroll's Global Real Estate Advisory Group and gain hands-on experience in the dynamic field of real estate advisory. We are seeking... ...gathering data pertinent to the engagement through direct client interaction, including personal & telephone Interviews with Brokers...SuggestedTemporary workLocal areaRelocation package
- 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
$100k - $120k
...Hybrid) / Buffalo, New York (Hybrid)1 - Advisory - Transaction Advisory Services /Regular... ...the morningAt GHJ we help our people and clients pursue their passions, build thriving... ...professional accounting firms and business advisors. This affiliation gives us access to the...Full timeLocal areaWorldwide$100k - $160k
...restructuring, and financial and valuation advisory. Our unmatched transaction volumes... ...data-driven perspectives that help our clients achieve their most critical goals. To learn... ...us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity...Full timeWorldwide$90k - $110k
...the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with... ...the ordinary, working with extraordinary clients spanning every industry, regardless of... ...flourish as leaders, colleagues and trusted advisors. We equip you with world-class education...Full timePrivate practiceH1bLocal areaWork visa$83.7k - $135.4k
...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- ...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
- Charles Schwab is looking for a Sr. Manager, Wealth Advisor in Los Angeles to manage client relationships and provide tailored financial guidance. This role emphasizes collaboration with an advisory team to help clients navigate complex financial landscapes. The ideal...
$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- A financial advisory firm is seeking a Director of Finance Advisory to lead high-impact client engagements and oversee a $2M+ portfolio. In this role, you will manage a high-performing team and contribute to firm strategy in a remote-first, flexible environment. Ideal...Remote jobFlexible 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- 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
$100k
...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$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$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- ...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
$85k - $90k
...organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group. In this role,... ...Models May aid in the delivery of services related to hedge advisory, strategic assessment, model validation, economic studies, and...Full timeInternshipWork at office- 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...
$310k - $365k
O'Melveny & Myers LLP in Beverly Hills is seeking a midlevel associate to join its Public Company Advisory group within Capital Markets practice. This role involves advising public companies on securities law compliance and corporate governance. The ideal candidate should...- 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...
- ...Signing Director to support our Southern California offices. This role contributes at the highest level in the tax field, guiding client advisory, service advocacy, relationship development and leadership. The role requires 10+ years in public accounting tax, CPA licensure...
$165k - $200k
...the heart of all of our sectors which, in North America include Advisory, Built Environment, Energy, Transportation, and Water.Mott... ...services to major port authorities and container terminal operator clients. The port planner will work closely with our Transportation Planning...Temporary workWork at office3 days per week- ...environment that is a playground for highly skilled, self‑motivated professionals. You will partner with advisory services project teams to assess and improve our client’s IT environments, procedures, and controls related to their regulatory compliance and strategic...Work at office
$100k - $125k
...relevant experience and work closely with senior team members and clients to address complex accounting and operational challenges. This... ...entrepreneurial environment. The Associate role in Accounting Advisory at Palm Tree is a critical, hands‑on position supporting...Work at office- GHJ is seeking an Audit Manager to serve as the liaison between partners, clients, and staff, overseeing multiple audits and reviews. The role emphasizes advisory collaboration, engagement leadership, and the ability to cultivate strong client relationships while maintaining...Remote jobFlexible hours
- Kroll's Senior Associate in Transaction Advisory Services in Los Angeles drives financial due diligence, analyzes historical trends, and... ...value-adding opportunities for buyers. You will work with clients through the deal continuum, focusing on earnings improvements and...
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