Senior Private Client Risk Advisor - Affluent Focus
$56k - $132kNFP Corp
NFP Corp in Los Angeles is looking for a Senior Account Executive to manage client relationships and lead on complex accounts. Responsibilities include negotiating coverage limits and pricing with carriers and facilitating claims. A strong background in multi-line accounts and excellent communication skills are essential for success in this position. Applicants should have more than 8 years of relevant experience, along with a Property & Casualty Broker's License. The role offers a competitive salary ranging from $56,000 to $132,000, with additional performance-based incentives. #J-18808-Ljbffr NFP Corp
$56k - $132k
AON is seeking a Senior Account Executive in Los Angeles, California. This role involves interacting with clients, developing relationships, and managing complex accounts with minimal supervision. The ideal candidate will have extensive experience in property and casualty...SeniorPrivate client$100k - $275k
...seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing... ...experiences, and advocating for clients as their trusted advisor. Candidates need 12+ years in private banking and strong interpersonal skills, with a...SeniorPrivate client$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...SeniorPrivate client$84k - $110k
...leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns... ...client service, offering a competitive salary range of $84,000 - $110,000 annually. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorPrivate client$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate client- ...Senior Commercial Lines Account Manager - Real Estate Focus Senior Commercial Lines Account Manager... ...retailers. Through our Private Client Services, we also provide... ...solutions to affluent individuals and families... ...clients consider us trusted advisors, relying on the highly...SeniorPrivate clientWork experience placementWork at office
$56k - $132k
...Senior Account Executive NFP, an Aon company, is... ...organization of consultative advisors and problem solvers. We... ...their most significant risk, workforce, wealth... ...Executive interacts with clients on a day-to-day basis... ...Our PeopleFirst culture focuses on building and nurturing...SeniorPrivate client$88k - $125k
...Private Client Services Tax Experienced Senior Private Client Services at BDO is a boutique practice within our... ...Works directly with clients and their advisors to gather information needed to... ...required; OR Bachelor's degree in other focus area and CPA certification,...SeniorPrivate clientPrivate practiceWork at office- ...goals. We are seeking a Senior Fund Accountant to join our Real... ...), the largest real estate private equity fund administrator by... ...growing environment and providing clients with exceptional services.... ...years, the EA RESIG team has focused on working with medium- to...SeniorPrivate clientLocal area
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...skills. This will be done with a consistent focus on relationship management, not... ...ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL...Private client
- ...Our client, a rapidly growing and well-established multi-family... ...Individuals and Families. This Private Client Advisor will play a pivotal role in... ...with other departments, senior management, and professional... ...Rewarding culture within a client-focused, family-oriented firm. If...Private clientWork at officeLocal area
- ...professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor's degree... ...with some supervisory responsibilities. Join a collaborative team focused on delivering impactful tax solutions while enjoying...SeniorPrivate client
$141k - $290k
...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance... ...and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned...SeniorPrivate clientImmediate startFlexible hours$90k - $135k
...culture, the quality service we offer our clients, and our continued growth, all come from... ...spirit. Right from the beginning, we've focused on employing talented individuals and empowering... ...primary day-to-day contact for assigned private client accounts, building strong and...SeniorPrivate clientWork at office$141k - $290k
...Weaver is seeking a Senior Tax Manager in Pasadena, CA, to provide federal tax compliance and planning for high-net-worth individuals and privately-held businesses. This role requires a CPA with over 7 years of experience and involves business development and team leadership...SeniorPrivate clientFlexible hours$98k - $128.69k
...Tax Senior Associate Are you interested in joining... ...you like the ability to focus on one industry sector... ...become an expert for your clients? If yes, consider... ...specifically working in the private client services space... ...to be a valued business advisor delivering industry-...SeniorPrivate clientLocal area$250k - $300k
...firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team.... ...experience in trusts and estates law with a focus on estate planning for high-net-worth individuals. This position is client-facing, involving the drafting of advanced...Senior- JPMorganChase in Los Angeles is seeking a Financial Advisor to help provide personalized investment solutions to clients. The ideal candidate will have at least 2 years of financial services experience, focusing on relationship management and a strong understanding of financial...Private client
- Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at...Private client
- TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...Private client
$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary The Tax Senior Manager, Private Client... ...directly with clients and their advisors Communicates with supervisors, engagement... ...to meet project deadlines with a focus on details Ability to successfully...SeniorPrivate clientWork at office- JPMorgan Chase & Co. is hiring a Private Client Advisor in Los Angeles, CA, to deliver comprehensive financial planning and advice to individuals... ...to exceptional customer service, making it essential to focus on relationship management and client needs. #J-18808-Ljbffr...Private client
$84.7k - $180.8k
...Senior Account Executive Department: Commercial Lines Status: Exempt Employee... ...employee health & benefits insurance, and private client insurance solutions to organizations and... ...are interested in joining our client-focused teams. Marsh McLennan and its affiliates...SeniorPrivate clientContract workLocal areaNight shift$100k - $120k
...specialize in helping our clients navigate the complex... ...about you! As a Client Advisor you'll be an ambassador... ...clients. Your primary focus will be converting... ...and mitigate operational risks. Collaborate with Relationship... ...insurance, real state, private banking, or wealth...Private clientWork at officeFlexible hours- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for... ...skills. This will be done with a consistent focus on relationship management, not... ...OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL...Private client
- ...We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known... ..., tax coordination, and investment performance. With a focus on both retention and growth, you’ll work collaboratively across...Senior
$100k - $275k
Responsibilities Leads the Client Process Management... ...the bank's established risk appetite Leads the client... ...as their trusted advisor, providing integrated recommendations... ...date 12+ years of private banking and/or complex... ...High touch, client-focused individual with...Private clientShift workDay shift- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...skills. This will be done with a consistent focus on relationship management, not... ...OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL...Private client
$229k - $266k
...Senior Project Manager – Los Angeles, CA Full-Time | On-Site | Los Angeles, CA Why CMTS... ...management services to public and private clients nationwide. We value our employees by fostering... ...Islands Collaborative and growth‑focused team environment Competitive compensation...SeniorPrivate clientFull timeContract workLocal area- ...Private Client Advisor II El Segundo, California To proceed with your application, you must be... ...alignment with the bank's established risk appetite Leads the client team to deliver... ...Bank platform ~ High touch, client-focused individual with exceptional...Private clientWork at officeFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Risk Advisor - Affluent Focus. Be the first to apply!
- part time customer representative Los Angeles, CA
- customer service operations specialist Los Angeles, CA
- client engagement specialist Los Angeles, CA
- customer service specialist Los Angeles, CA
- online customer service representative Los Angeles, CA
- bilingual customer service representative spanish english Los Angeles, CA
- client retention specialist Los Angeles, CA
- financial customer service representative Los Angeles, CA
- customer success specialist Los Angeles, CA
- senior service representative Los Angeles, CA

