ZipRecruiter

Log In

1

Ultra High Net Worth Financial Advisor Jobs (NOW HIRING)

Farther

Wealth Advisor, Ultra High Net Worth

Miami, FL · On-site

... 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 ...

next page

Showing results 1-20

People also search for

All JobsUltra High Net Worth Financial Advisor Jobs

Ultra High Net Worth Financial Advisor information

See salary details

$37K

$73.3K

$109K

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

As of May 28, 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 are the key skills and qualifications needed to thrive as an Ultra High Net Worth Financial Advisor, and why are they important?

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 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 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.

More about Ultra High Net Worth Financial Advisor jobs
What cities are hiring for Ultra High Net Worth Financial Advisor jobs? Cities with the most Ultra High Net Worth Financial Advisor job openings:
What states have the most Ultra High Net Worth Financial Advisor jobs? States with the most job openings for Ultra High Net Worth Financial Advisor jobs include:
What job categories do people searching Ultra High Net Worth Financial Advisor jobs look for? The top searched job categories for Ultra High Net Worth Financial Advisor jobs are:
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 May 2026, with employment types broken down into 56% Full Time, 42% Part Time, and 2% Contract. Highlights an 9% Physical, and 91% Remote job distribution, with an average salary of $73,285 per year, or $35.2 per hour.
Digital Content Manager Ultra High Net Worth

Digital Content Manager Ultra High Net Worth

Citizens

Pittsburgh, PA

$125K - $150K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 27 days ago

Job description

Description

The Digital Content Manager is a leader within the Digital Content and Experience Strategy team, responsible for defining and overseeing multi-channel content strategies supporting Citizens Private Bank, Citizens Private Wealth, Wealth Management, and Commercial businesses serving high net worth (HNW), ultra-high net worth (UHNW) and C-Suite audiences. 

This role ensures a consistent, differentiated, and credible voice across channels, one that strengthens brand authority, drives engagement, and supports business growth. Reporting to the Vice President, Head of Enterprise Content Strategy, this person will oversee the team developing impact strategies and assets that translate complex financial insights into compelling, audience centric thought leadership. 

The ideal candidate brings deep expertise across content strategy, social media, podcasting, webinars, video, and digital marketing to deliver distinctive and relevant content experiences that drive action. Success will be measured through a balanced set of KPIs. 

Partnership is critical to this role. Working closely with peers and teams across the organization, including business, marketing and communications leads to align goals, ensure cohesion, and drive integrated execution. The successful candidate is a strategic, self-motivated leader with experience in HNW/UHNW content, social, and digital marketing who thrives in a fast-paced, highly collaborative environment. 

Responsibilities 

  • Define and present strategic content visions to senior stakeholders across the Private Bank, Wealth, and Commercial businesses, aligning messaging to business objectives and audience insights. 

  • Own and oversee the overarching content strategy for HNW/UHNW audiences, balancing multiple business priorities and relationships simultaneously. 

  • Identify and activate net-new content opportunities informed by market dynamics, news cycles and emerging industry trends.  

  • Lead, mentor, and develop a team of content strategists and writers, fostering a culture of insight driven, audience first storytelling. 

  • Guide the team in leveraging research, data, and performance insights to inform content recommendations, with consideration for market trends, customer needs, business outcomes, and available resources. 

  • Partner with SEO & Discoverability partners to continually elevate content discovery across search engines, including LLMs to build an authoritative voice.  

  • Lead regular performance reporting for business partners and the broader team to assess impact and optimize plans. 

  • Partner with internal teams and external agencies to execute approved strategies on time and within budget. 

  • Support budget planning, commitment, and billing processes related to content and social execution. 

  • Build strong cross functional relationships, operate independently, and manage project execution, deliverables, and additional responsibilities as assigned by the Vice President, Head of Enterprise Content. 

Qualifications 

  • Proven experience leading and managing multiple content marketing initiatives simultaneously. 

  • Strong ability to prioritize and adapt deliverables in response to evolving market conditions and business needs. 

  • Demonstrated analytical skills, with the ability to interpret data and metrics to inform strategic marketing decisions. 

  • Deep curiosity and understanding of content strategy, marketing campaigns, and digital channel opportunities. 

  • Adaptable mindset with a commitment to continuous learning and innovation. 

  • Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. 

  • 6-8 years of progressive experience in content strategy, social media, or digital marketing. 

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F 8-5  In Boston MA ,New York, NY or Pittsburgh, PA office 4 days. 

#LI-Citizens2

Pay Transparency

The salary range for this position is $125,000 - $150,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Education:Why Work for UsEmployment Type: 1ST

Apply