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... .... This Private Client Advisor will play a pivotal role in expanding... ...: • Manage UHNW client relationships with extensive... ...Delegate work efficiently to Client Advisory support professionals. • Collaborate...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
$20 - $22 per hour
...Distinguished by its culture of collaboration and exceptional client service, CAA’s diverse workforce identifies, innovates, and amplifies... ...for an Assistant to support the Head of the Strategic Client Advisory group in Los Angeles. Strategic Client Advisory focuses on...SuggestedHourly payPermanent employmentFull timeWork experience placementWork at officeLocal area$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...SuggestedTemporary 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...SuggestedWork at office
$100k - $275k
...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 Prospecting Wealth Planning Analytical...Work at officeShift workDay shift$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- 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
$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...$120.5k - $256.7k
...Client Advisor Marsh is seeking candidates for a Client Advisor in our Marine in Los Angeles, Seattle, Portland or San Francisco. This... ...relationships with clients. We will count on you to: Acts as lead advisory colleague on a complex books of business. Develops renewal...Minimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week- ...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
$100k - $120k
...As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration... ...enough 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- 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...
$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm. We are seeking a Senior... ...to bring their energy, passion, and expertise to help our clients get the answers they need to get the deal done. You will assist...Flexible hours$100k - $160k
...acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please...$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$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...- 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
$175k - $200k
...serves as a collateral manager for CLO transactions and warehouse facilities in the U.S. and Europe, and it provides structuring and advisory services to issuers across a range of asset classes. The Structuring & Advisory team manages Redding’s ~$44 billion of debt...- CNM LLP in Los Angeles is seeking a Senior Associate in Accounting and Transactional Advisory. This role offers the chance to grow your career while working on significant equity transactions, including IPO processes, for high growth companies. The ideal candidate will...
$130k
Senior Associate - Transaction Advisory/Financial Due Diligence Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals... ...than 40 countries. We take a hands‑on approach to solving our clients’ problems and assist them in reaching their potential. Our...Part timeWork at officeWorldwideFlexible hours- Experienced Advisory Associate #EADA001 We are seeking an Experienced Advisory Associate for following location: - Los Angeles Qualifications: 1-3 years of experience in tax compliance BA/BS degree from an accredited college/university and eligible to sit for the CPA exam...
- Senior Associate - Accounting and Transactional Advisory Full-time CNM LLP is a specialized boutique accounting and consulting services... .... Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure...Full timeWork at office
$175k - $225k
...that makes a meaningful difference to our clients, communities and planet. We have 4,600... ...‑leading business divisions - Global Advisory, Wealth Management, Asset Management and... ...execute due diligence process with external advisors, including lawyers, accountants, and...Work experience placementWork at office$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$81.5k - $103.5k
GHJ is looking for a Transaction Advisory Services (TAS) Senior Associate WHY we get up in... ...morning At GHJ we help our people and clients pursue their passions, build thriving businesses... ...company management and buyer/seller advisors. Preparing calculations of EBITDA...Local areaWorldwideDay shift$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$130k - $170k
...demonstrate the value and benefits of our advisory products and solutions. This role is pivotal in bridging the gap between our clients, advisory consultants, and internal product... .... Act as a trusted technical advisor throughout the sales cycle. Product Demonstrations...Full timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$90k - $120k
Colorado Railroad Museum is seeking an experienced bookkeeper to work in-office in Woodland Hills, CA. The ideal candidate will manage client bookkeeping needs, review financial documents, and provide technical training for staff. Requires an Associate’s or Bachelor’s...Work at office
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