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Ultra High Net Worth Financial Advisor Jobs (NOW HIRING)

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Wealth Advisor, Ultra High Net Worth

... Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW ... Exceptional ability to communicate sophisticated financial concepts to clients and family members ...

Advisors Excel

Advanced Planning Consultant

Consult with independent financial advisors on complex high-net-worth client situations, providing ... Experience providing advanced or wealth planning support to high-net-worth or ultra-high-net-worth ...

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Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site +1

... Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW ... Exceptional ability to communicate sophisticated financial concepts to clients and family members ...

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Ultra High Net Worth Financial Advisor information

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$37K

$73.3K

$109K

How much do ultra high net worth financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for ultra high net worth financial advisor in the United States is $73,285.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,500.00 and $84,000.00 per year, depending on experience, location, and employer.

What is an ultra high net worth financial advisor?

An Ultra High Net Worth (UHNW) Financial Advisor is a specialized financial professional who provides personalized wealth management services to clients with significant assets, typically those with investable assets exceeding $30 million. These advisors offer tailored financial planning, investment management, estate planning, tax strategies, and philanthropic guidance that address the complex needs of ultra-wealthy individuals and families. Their role often involves coordinating with legal, tax, and other advisors to deliver comprehensive solutions that preserve and grow wealth across generations.

What are the key skills and qualifications needed to thrive as an ultra high net worth financial advisor?

To thrive as an Ultra High Net Worth Financial Advisor, you need deep expertise in investment management, estate planning, and tax strategy, often supported by credentials such as the CFP, CFA, or CPA. Mastery of financial planning software, portfolio analysis tools, and CRM systems is typically required. Exceptional relationship-building, discretion, and communication skills help advisors gain and maintain client trust. These skills are essential for delivering tailored, holistic financial solutions and managing complex financial needs for high-value clients.

What are some common challenges ultra high net worth financial advisors face when managing complex client portfolios?

Ultra High Net Worth Financial Advisors often manage highly complex portfolios that require deep expertise in tax strategy, estate planning, and alternative investments. One common challenge is balancing the diverse and evolving goals of clients, such as wealth preservation, philanthropy, and succession planning, while navigating market volatility and regulatory changes. Advisors also frequently coordinate with a client’s legal and accounting teams, requiring strong communication and project management skills. Staying proactive and informed is key to maintaining trust and delivering tailored solutions.

What is the difference between Ultra High Net Worth Financial Advisor vs Wealth Manager?

AspectUltra High Net Worth Financial AdvisorWealth Manager
CredentialsCFP, CFA, or equivalent certificationsCFP, CFA, or similar certifications
Work EnvironmentPrivate client offices, financial firmsPrivate banks, independent firms
Employer & IndustryFinancial advisory firms, private banksPrivate banks, wealth management firms
Client FocusIndividuals with $30M+ net worthHigh-net-worth individuals, often $1M+

While both roles serve high-net-worth clients, Ultra High Net Worth Financial Advisors focus on clients with assets exceeding $30 million, providing tailored investment and estate planning. Wealth Managers typically serve clients with lower but still significant assets, offering comprehensive financial services. The main difference lies in client wealth level and service scope.

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Ultra High Net Worth Financial Advisor jobs near you
Infographic showing various Ultra High Net Worth Financial Advisor job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 70% In-person, and 30% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.

Senior Financial Advisor

San Francisco, CA • Hybrid

Leah Yosef International, Inc.
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Leah Yosef International, Inc.external

$300K/yr

Full-time

Re-posted 6 hours ago

Job description

San Francisco Bay Area

4B+ AUM Independent RIA

Overview

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area


Highlights

  • Focus on advising clients rather than prospecting, supported by a dedicated business development team 
  • Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
  • Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
  • Flexible hybrid schedule with approximately 50% in-office attendance
  • Compensation
    • Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
    • Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation

Requirements

  • Experience serving high-net-worth individuals and families 
  • Strong financial planning and relationship management skills


Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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