Client Advisor

Client Advisor
Los Angeles | San Francisco | San Diego Hybrid: 2–3 days per week in the office
$80,000–$110,000 base salary + uncapped bonus & commission

Certus Recruitment Group is partnering with a specialist, high-end advisory business operating in the UHNW space. This is a client-facing role for someone comfortable working with sophisticated individuals, complex requirements, and long-term relationship building.

You’ll act as a trusted advisor, converting warm and qualified leads into clients through a high-touch, consultative sales process. This role suits someone who understands discretion, credibility, and the expectations of UHNW individuals—whether from private banking, wealth management, investment advisory, luxury services, or similar environments.

The Role

• Serve as a primary point of contact for UHNW prospects, guiding them through a structured advisory journey
• Convert inbound and referred leads into active clients through consultative, relationship-led engagement
• Conduct detailed discovery to understand client objectives, constraints, and long-term goals
• Partner closely with internal teams to ensure a seamless onboarding and ongoing client experience
• Build and maintain long-term relationships with clients and professional introducers
• Maintain accurate records, reporting, and pipeline management via CRM
• Represent the business professionally in client meetings and industry settings

What They’re Looking For

• Proven experience working with UHNW or HNW clients in a client-facing capacity
• Background in advisory, private banking, wealth management, investment services, luxury sales, or similar
• Strong communication skills and a natural relationship-builder
• Comfortable operating in a regulated, detail-oriented environment
• Commercially astute, credible, and confident with senior stakeholders
• Based in or near LA, San Francisco, or San Diego, and open to 2–3 days per week in the office

What’s On Offer

• $80,000–$110,000 base salary, depending on experience
• Uncapped commission and bonus structure
• Exposure to an exceptionally sophisticated client base
• Clear opportunity to build a long-term career within a specialist advisory environment
• Collaborative, professional culture with high standards and a quality-over-volume mindset

This is an excellent opportunity for someone who enjoys trusted-advisor sales, values depth over deal volume, and wants to operate at the very top end of the market.
 
Certus Recruitment is a well-established and experienced specialist consultancy providing sales, marketing, and IT recruitment services. We serve the technology sector across the UK, Europe, North America, and Australia.