Client Advisor - UHNW Advisory

Certus Sales Recruitment; New York (NY); On-site; USD 600,000 - 1,000,000; Full time

Job summary

Global UHNW Advisory Firm in the United States seeks a Client Advisor to advise ultra-high-net-worth individuals and families. You will operate at the top end of wealth, delivering discretionary, high-trust advisory services with discretion and world-class expertise.

Role requires a broad, well-connected network across wealth markets and a proven track record with UHNW clientele, founders, investors and single-family offices. High earnings potential accompanies unmatched brand credibility.

Qualifications

• Proven experience working with UHNW clients.
• Strong network across private banking, wealth management, family offices.
• Ability to manage long, high-value advisory sales cycles.

Responsibilities

• Manage and convert warm UHNW inbound and referred leads.
• Run a high-touch, consultative advisory process from discovery to close.
• Build deep, long-term relationships with clients and introducers.
• Collaborate with legal and advisory teams for seamless execution.
• Represent the business in private wealth circles and industry settings.

Skills

UHNW client experience

Private banking network

Consultative selling

Discretion & integrity

Tools

CRM systems

Job description

Client Advisor – Ultra-High-Net-Worth Advisory
USA - Major Cities
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.