Senior Private Client Advisor
Marsh McLennan
Senior Client Advisor Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions. As a Senior Private Client Advisor on the Private Client Services team, you will dive deep into client exposures and loss experiences to understand current coverages, recommend suitable products and services, and present accurate market data. You will proactively anticipate client needs, conduct annual Client Advisory reviews, create and present renewal proposals, and grow the business through referrals and client programs. Qualifications 3+ years of personal lines insurance experience with High‑Net‑Worth clientele Property & Casualty (P&C) License Strong client service orientation and ability to manage expectations Willingness to travel for client and company meetings as needed Bachelor’s degree (preferred) Professional designations (CPCU, CIC, CPRIA, etc.) preferred Experience with luxury carriers such as AIG, Chubb, PURE Benefits Generous time off, including personal and volunteering days Tuition reimbursement and professional development opportunities Hybrid work arrangement Charitable contribution matching programs Stock purchase opportunities Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr Marsh McLennan
- Marsh McLennan is looking for a Senior Client Advisor in Florida, NY to join their Private Client Services team. This role involves understanding client exposures and creating tailored insurance solutions. Candidates should have 3+ years of experience with High-Net-Worth...SeniorPrivate client
- A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded... .... The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional...SeniorPrivate client
- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions to high net worth individuals. This role involves advising clients on managing their wealth, connecting them across various business lines...SeniorPrivate client
- Company: Marsh McLennan Agency Description: Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, Top Workplace culture... ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...SeniorPrivate clientLocal areaNight shift
- First Horizon Bank is seeking a Private Client Relationship Manager in New York to provide business and lending solutions. This role involves advising high net worth individuals on managing their wealth and optimizing their financial strategies. You will partner with a...SeniorPrivate clientLocal area
- JPMorgan Chase is seeking a Relationship Manager in the Town of Florida, NY, to manage high-net-worth client relationships across banking and investments. You will collaborate with partners to provide tailored solutions and exceptional service. The role requires at least...SeniorPrivate client
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...SeniorPrivate client
- Chase in the Town of Florida, NY is seeking a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investment services. This role requires strong client engagement skills and an understanding of wealth management....SeniorPrivate client
- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorPrivate client
$65k - $110k
AON is seeking an experienced Account Executive to manage a private client book of business based in New York. This full-time position involves developing relationships with high net worth clients while negotiating with carriers and supervising junior staff. The successful...SeniorPrivate clientFull time- Kaufman Rossin is seeking a Tax Senior Manager for their new West Palm Beach office. You will lead client relationships, manage tax compliance and consulting work while... ...candidate will have 6-8 years of experience in tax for Private Equity clients, CPA eligibility, and a passion...SeniorPrivate clientWork at office
- Aon is seeking a Private Client Account Executive III to manage and broker complex personal insurance programs for affluent clients. This virtual position ideally requires residence in Florida. The role includes building client relationships, conducting annual reviews,...SeniorPrivate clientRemote job
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West Palm Beach office. This important role includes client relationships, technical tax compliance and consulting work, and managing...SeniorPrivate clientWork at office
- ...committed to creating a culture that reflects our firm's and clients' diversity. We encourage understanding, acceptance, and... .... How You’ll Contribute: Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry‑specific) to help lead...SeniorPrivate clientWork at office
$90k - $120k
...manage hours like some firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that handle a variety of tax... ...doing daily tax prep and review work on multiple entities and VIP clients Very proficient with various tax software programs, Thompson...SeniorPrivate clientFull timeLocal areaMonday to FridayFlexible hours- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. With at least 2 years of experience in financial advising, you will build client relationships and champion a culture dedicated to...Private client
$27 - $29 per hour
...presenting High Jewelry pieces to ultra-high-net-worth clients. Comfortable hosting and supporting High Jewelry events, private appointments, or trunk shows. Have an existing... ...previous roles. Position Overview As a Client Advisor at BVLGARI, you will deliver a world-class...Private clientHourly pay- JPMorgan Chase & Co. is seeking a Private Client Banker in the Town of Florida, New York. In this pivotal role, you'll manage affluent clients' relationships and help them reach their financial goals by delivering tailored banking solutions and services. The ideal candidate...Private client
- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate in our Private Client Services (PCS) team... ...strong client relationships, serving as a trusted advisor. Assist with IRS and state tax audits, notices, and correspondence...SeniorPrivate clientFull timeWork at officeLocal area
- JPMorgan Chase Bank, N.A. is looking for a Private Client Advisor in New York, Town of Florida to provide comprehensive financial planning and advice. You will support diverse clients, from those just starting to save to those with significant wealth, ensuring an exceptional...Private client
- ...technical engineering and consulting solutions to public and private sector clients in the infrastructure, energy, construction, program... ...engineering department. Duties and responsibilities for the Senior Project Manager include but are not limited to project design...SeniorPrivate clientLocal areaNight shiftWeekend work
- KeyCorp in Warwick, NY is seeking a Private Client Banker to act as a trusted advisor for clients with up to $2M in investable assets. This role entails delivering financial solutions, managing client relationships, and ensuring compliance with bank policies. The ideal...Private client
- ...you'll take the lead and support others on meaningful public and private sector projects - brining creativity technical expertise, and a... ...Occasional statewide travel may be needed to visit job sites, clients, attend company meetings, etc. Key Responsibilities Lead and...SeniorPrivate clientWork at officeLocal areaRemote work
- Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad...Private client
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for clients and prospects as their trusted advisor, providing integrated recommendations... ...influence Required Skills 12+ years of private banking or complex financial services experience...Private clientWork at officeShift workDay shift
$50 - $60 per hour
A leading financial services company is seeking a Private Client Advisor to enhance AI models. This entry-level role entails evaluating AI chatbot outputs and requires strong financial reasoning skills. Candidates should be fluent in English and possess a keen eye for...Private clientRemote jobHourly payFull timePart timeFlexible hours- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This... ...qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated...Private client
- ..., interiors, and planning for a diverse group of public and private sector clients. We believe great design grows from a supportive, energized... ..., PGAL offers a place to thrive and grow. We are seeking a Senior Aviation Project Manager with 10+ years of experience who is...SeniorPrivate clientFor contractorsWork at officeFlexible hours
- ...provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals:... ...where we live and work. We are looking for an experienced Senior Project Engineer to support our growing CEI department. The...SeniorPrivate clientContract workLocal area
$50 - $60 per hour
Join to apply for the Private Client Advisor role at DataAnnotation . We are looking for a Private Client Advisor to join our team to train... ...for this role. This is an independent contract position. Seniority level Entry level Employment type Full-time Job function...Private clientHourly payFull timeContract workPart timeRemote work
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