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Ultra High Net Worth Financial Advisor Jobs in California

CI Financial Careers

Wealth Advisor

San Francisco, CA · On-site

At Corient, we help ultra-high/high-net-worth individuals and families to enjoy a full life, while ... Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred

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Ultra High Net Worth Financial Advisor information

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$49.3K

$89.2K

$112.6K

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 California is $89,211.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $101,100.00 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.

What are popular job titles related to Ultra High Net Worth Financial Advisor jobs in California? For Ultra High Net Worth Financial Advisor jobs in California, the most frequently searched job titles are:
What job categories do people searching Ultra High Net Worth Financial Advisor jobs in California look for? The top searched job categories for Ultra High Net Worth Financial Advisor jobs in California are:
What cities in California are hiring for Ultra High Net Worth Financial Advisor jobs? Cities in California with the most Ultra High Net Worth Financial Advisor job openings:
Ultra High Net Worth Financial Advisor jobs near you
Infographic showing various Ultra High Net Worth Financial Advisor job openings in California as of May 2026, with employment types broken down into 69% Full Time, 29% Part Time, and 2% Contract. Highlights an 8% Physical, and 92% Remote job distribution, with an average salary of $89,211 per year, or $42.9 per hour.
Managaing Director, Private Wealth Advisor

Managaing Director, Private Wealth Advisor

Leah Yosef International, Inc.

Los Angeles, CA

$400K/yr

Other

Retirement

Posted 23 days ago

Job description

Private Wealth Advisor

20M+ Level Clientele

Los Angeles, CA

Overview

Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking, and extensive internal referral channels in Los Angeles.

World renowned investment platform of Fortune 500 Company 35B+ Privately Owned RIA; Average client 20M investable assets

The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.

Highlights

  • Multi Billion Dollar AUM teams seeking next generation succession planning
  • Substantial internal flow of leads for new client acquisition
  • Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
  • Extremely low advisor attrition in a collegial and collaborative culture
  • Compensation package amongst the best in the industry inclusive of:
    • Starting guaranteed compensation in the $400,000+ range
    • Clear track towards $1,000,000+ cash compensation
    • Unlimited travel and entertainment budget
    • Industry leading benefits and retirement program
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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