Client Advisor

4 weeks ago

Newport Beach, United States International Search Consultants Full time
Job DescriptionJob Description

Client Advisor/Fiduciary Advisor

South Pasadena, CA and Newport Beach, CA


ISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand.


The Client Advisor will be responsible for growing and expanding the firm through their high touch and personalized model to Ultra-High Net Worth Individuals and Families. They foster a collaborative environment with unlimited opportunities to build out your role and make an impact within the firm.

Client Advisor Requirements:

  • Bachelors degree is required, an advanced degree is highly preferred, MBA or JD.
  • CTFA, CFP, CFA, CPA.
  • Minimum of 5 years of Trust and Estate Planning experience preferred.
  • Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
  • Minimum of 5 years of proven business development within the UHNW space.
  • Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
  • Previous leadership experience.
  • Established network accounting and legal professionals in the local and regional markets.

Client Advisor Rewards:

  • Rapidly growing and well-established organization.
  • High visibility to Leadership with opportunities to expand the position and continued professional development.
  • Competitive base, bonus, and comp structure with excellent benefits.
  • Rewarding culture and team within a client focused, family-oriented firm.

Client Advisor Responsibilities:

  • Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
  • Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
  • Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
  • Oversee the processes of opening accounts, drafting correspondence to clients, transferring/distributing assets.
  • Work with the investment team on scheduling clients investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute to internal committees on an ongoing basis as a part of the senior team.


  • Client Advisor, Men'- Fashion Island

    2 months ago

    Newport Beach, United States Neiman Marcus Group, Inc. Full time

    As a Client Advisor you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Client Advisor will service clients who come into our s Client Advisor, Fashion, Advisor, Client, Retail, Banking, Technology, Sales

  • Client Advisor

    2 months ago

    Newport Beach, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CAISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and...

  • Associate Client Advisor

    1 month ago

    Palm Beach, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Associate Client Advisor

    4 weeks ago

    Palm Beach, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Client Service Associate

    4 weeks ago

    Newport Beach, United States LPL Financial Full time

    Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

  • Client Service Associate

    4 weeks ago

    Newport Beach, United States LPL Financial Full time

    Are you a detail-oriented superstar who loves to stay organized and manage multiple priorities? Are you a master communicator who can explain complex information in a clear and concise way? Do you enjoy working closely with advisors and clients to deliver personalized service and solutions? Are you excited about the opportunity to work with cutting-edge...

  • Financial Advisor

    4 weeks ago

    Newport Beach, United States Capstone Partners Full time

    Description Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb client-facing skills. If this sounds like a fit for your expertise,...

  • Financial Advisor

    2 weeks ago

    Newport Beach, California, United States Capstone Partners Full time

    Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb client-facing skills. If this sounds like a fit for your expertise, start your...

  • Client Advisor

    2 months ago

    Palm Beach Gardens, United States LVMH Full time

    Poste Our Louis Vuitton store in Palm Beach Gardens is seeking highly motivated Full Time & Part Time Client Advisors with a passion for creating memorable experiences for our worldly clientele. Profil This is an opportunity for those who thrive in a fast-paced environment, see themselves as more than a Sales Associate but as a true personal 'advisor'-...

  • Client Advisor

    2 months ago

    Palm Beach Gardens, United States LVMH Full time

    PosteOur Louis Vuitton store in Palm Beach Gardens is seeking highly motivated Full Time & Part Time Client Advisors with a passion for creating memorable experiences for our worldly clientele. ProfilThis is an opportunity for those who thrive in a fast-paced environment, see themselves as more than a Sales Associate but as a true personal 'advisor'- someone...

  • Client Advisor

    2 months ago

    Delray Beach, United States NSO-Lab Wellness Center Full time

    Job DescriptionJob DescriptionWe are seeking a Client Advisor to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Responsibilities:Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and resolve product issues and...

  • Service Advisor

    6 days ago

    Newport Beach, United States Fletcher Jones Motorcars Full time

    Your next opportunity awaits at Fletcher Jones Motorcars. We are hiring a Service Advisor to join the team. The Service Advisor is responsible for ensuring an exemplary experience for the service customer by providing a prompt and friendly greeting, listening to their description of problems or services needed, preparing repair orders and being proactive,...

  • Transportation Risk Advisor

    4 weeks ago

    Newport Beach, United States Acrisure Full time

    Job Description Job Title: Risk Advisor - Transportation Specialist Department: Acrisure Home Office Reports to: Executive Vice President - Risk Resources FLSA: Exempt Acrisure is a Fintech leader empowering businesses and consumers alike with unmatched financial solutions. The Company is headquartered in Grand Rapids, Michigan, and employs over 15,000...

  • Private Client Advisor II

    2 weeks ago

    Palm Beach, Florida, United States The Bank of America Corporation Full time

    Bank of America is looking for a Client Advisor with a focus on responsible growth and delivering value to clients, teammates, communities, and shareholders. If you are passionate about making financial lives better and building strong connections, this could be the right opportunity for you. Position: Client Advisor, Business Development Specialization:...

  • Private Client Advisor II

    2 months ago

    Palm Beach, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Advisor, Business Development, Advisor, Private, Solutions, Client Relations

  • Client Service Associate

    3 days ago

    Newport Beach, United States TalentWealth Full time

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $300MM AUM based in Newport Beach, CA is hiring a Client Service Associate to their growing team. Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

  • Financial Advisor

    1 month ago

    Newport Beach, United States New York Life Full time

    ***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors here in Newport Beach, CA. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive...

  • Financial Advisor

    4 weeks ago

    Newport Beach, United States New York Life Full time

    ***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors here in Newport Beach, CA. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive...

  • Financial Advisor

    2 weeks ago

    Newport Beach, United States New York Life Full time

    ***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive Management position.Training,...

  • Financial Advisor

    5 days ago

    Newport Beach, United States New York Life Full time

    ***Candidates should ideally reside in Orange County or be willing to commute***Summary:Join a leading team at the top financial firm in the country. I am looking for a few new associates to join my team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to a Senior Investment Advisor or Executive Management position.Training,...