Senior Client Advisor

About the RoleWe are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations. **This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!Have you got what it takes to succeed The following information should be read carefully by all candidates.Key ResponsibilitiesClient Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.Ideal Candidate ProfileEducation: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.Experience: 10-15+ years in wealth management.Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.What We OfferA collaborative, supportive environment with a strong focus on client success.Opportunities to work with an exclusive clientele and expand your professional network.The ability to make a tangible impact on clients' long-term financial legacies.

Created: 2025-09-23