Private Client Advisor — High-Net-Worth Insurance
Risman Insurance Agencies
Risman Insurance Agencies, a Massachusetts-based independent agency, seeks an experienced Private Client Account Executive to manage high-value personal lines and advise discerning clients. The role blends advanced account management with selective sales, partnering with leadership and carriers. Onboarding includes potential one work-from-home day per week after ramp-up, with offices in Medford or Tewksbury. #J-18808-Ljbffr Risman Insurance Agencies
- Job Description Risman Insurance Agencies is seeking an experienced Private Client Account Executive to manage... ...grow a portfolio of high-value personal... ...strong background in high-net-worth personal lines, a polished... ...will serve as a trusted advisor to discerning clients,...Private clientHigh net worthWork at officeWork from homeFlexible hours1 day per week
$116.25k - $159.64k
...and assurance firm, providing clients with a genuine coast-to-... ...opportunity to be a valued advisor delivering tax and business... ...opportunity to expand your career in Private Wealth tax and accounting,... ...clients including ultra high net worth families, closely held businesses...Private clientHigh net worthWork at officeLocal areaWorldwide$100k - $150k
...delivering real value to our clients.Our mission is to provide... ...Manager to join our growing Private Client Services practice. This... ...and consulting services to high-net-worth individuals, families, and closely... ...will be a strategic advisor with strong technical expertise...Private clientHigh net worthFull timePrivate practiceLocal area3 days per week- ...your goals. EisnerAmper is seeking Tax Manager to join our Private Client Services (PCS) team in Boston or San Francisco. We are... ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their...Private clientHigh net worthTemporary workLocal area
- ...EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be based out of our Boston... ...Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short...Private clientHigh net worthTemporary workLocal area
$110k - $150k
...payor mix and other key metrics Assist clients with cash flow management and improve... ...federal, state, or local law. About our Private Client Services (PCS) Team The... ...family owned, closely held businesses and high net worth individuals with the solutions they need...Private clientHigh net worthFull timeTemporary workFor contractorsLocal area- Job Description Risman Insurance Agencies is looking for a Personal... ...smart, proactive service to our clients. After completing onboarding,... ...to ensure a consistent and high-quality client experience Go... ...lines, commercial lines, and private client services, with a strong...Private clientWork from home1 day per week
$115k - $175k
...tax returns for owner-operated businesses in New England and their business owners.Private Client Group: Specialize in Personal, Trust, Estate, and Gift tax filings, serving high-net-worth individuals and their families, with limited entity return preparation and review....Private clientHigh net worthWork at officeFlexible hours$77k - $95k
...first 25 applicants Citizens Private Client Relationship Manager (PCRM)... ...directly with affluent and high‑net‑worth clients to exceed their... ...partner with Wealth Financial Advisors and Certified Financial... ...Life, Health, and Accident Insurance licenses can be obtained within...Private clientHigh net worthFull timeLocal areaMonday to FridayFlexible hours$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position... .... You will work remotely, serving clients by providing guidance and protection solutions... ...from experienced managers High-quality leads provided with no cold calling...Remote workWork from homeFlexible hours- ...personal trainers, financial advisors, skilled trades professionals and insurance brokers. Headquartered in Burlington... ..., scalable pipeline fueled by highly qualified leads.WHERE YOU’LL... ...and delivering high impact, private customer or client conferences and large scale...Private clientWork at officeRemote workFlexible hours
- Baker Tilly US in New York, NY is seeking a Tax Manager to deliver tax and business advisory services to private clients and small businesses. You will work with firm leadership to serve clients and guide a staff of professionals to help them grow and succeed. The role...Private client
- ...the CFO Accounting Advisory practice. The role focuses on complex technical accounting matters and financial instruments for private equity clients, with strong US GAAP and IFRS expertise. You will guide engagements, build senior client relationships, and drive...Private clientWork at office
- ...of systems and work closely with community water systems and private clients to ensure safe drinking water. The role is full-time with a flexible... ...using the company vehicle. We welcome candidates with a high school diploma and preferably Massachusetts backflow testing knowledge...Private clientFull timeFlexible hours
$85.5k - $108.42k
...and compliance services to middle market clients at a fast-growing public accounting... ...can see yourself as a trusted business advisor, working face‑to‑face with clients to find... ...tax matters in the state and local, high net worth, international, research and development...High net worthLocal area$75k - $150k
...Client Advisor Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses... ...protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination...Immediate startFlexible hours- ...to oversee tax compliance and planning for a diverse range of clients. The ideal candidate will have extensive experience in public... ...non-profitsProvide tax planning and consulting services to high net worth individuals and closely held businessesLead compliance audits...High net worth
- ...enthusiasm for helping our clients, taking care of our employees... ...financial needs. As a Private Client Advisor in Chase Wealth Management,... ..., Health and Long Term Care Insurance license is required or must... ...opportunity employer and place a high value on diversity and...Private client
- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...business opportunities. Be a valued business advisor delivering industry-focused tax... ...complicated tax matters in the state and local, high net worth, international, research and...High net worthFull timeLocal areaWorldwide
$85.5k - $108.42k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...great opportunity to be a valued business advisor delivering industry-focused tax... ...complicated tax matters in the state and local, high net worth, international, research and...High net worthLocal areaWorldwide- ...in luxury, premium, or high-end sales Experience working with High Net Worth Individuals (HNWI) Strong... ...sales to join a growing private aviation team in Boston.... ...with an exclusive client base, offering a premium... ...and acting as a trusted advisor to clients who value premium...High net worth
$75k
...earning potential? At Platinum Supplemental Insurance, we’re looking for motivated individuals... ..., this is your chance to earn like a highly educated professional—our proven products... ...? If the idea of earning what you’re worth, mastering an innovative sales system, and...Flexible hoursNight shift- ...Associate will play a crucial role in conducting audits for our clients, ensuring compliance with regulatory requirements and internal... ...statement audits and related deliverables for SEC-registered and private clients, with an emphasis on PCAOB standards and SEC reporting...Private client
- A leading aircraft charter company is seeking a Sales Consultant in Concord, MA. The role involves working with High Net Worth Individuals and requires strong sales and negotiation skills. Responsibilities include developing customer relationships, closing sales, and representing...High net worth
$24 per hour
...Category: Sales - Comparion Description Description Comparion Insurance Agency, a Liberty Mutual company, is seeking motivated and... ...Build relationships with prospective and existing clients Utilize CRM tools (e.g., Salesforce) to manage customer interactions...Full timeTemporary workApprenticeshipInternshipLocal area- ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...great opportunity to be a valued business advisor delivering industry-focused tax... ...complicated tax matters in the state and local, high net worth, international, research and...High net worthLocal areaWorldwide
$25 - $35 per hour
...systems We work closely with community water systems as well as private clients to ensure their drinking water is safe Duties include the... ...Usage of company vehicle for travel What you will bring: A high school diploma or equivalent Plumbing knowledge/experience a...Private clientHourly payDaily paidFull timePart timeLocal areaMonday to FridayFlexible hoursShift workNight shift- State Street, through Charles River for Private Markets, is seeking a Senior Product Designer... ...business outcomes for private markets clients. You will lead design on major initiatives... ...of fintech or data platform work is highly valued; travel for client engagements may...Private client
- ...revenue cycle operations. This role manages high-risk or escalated accounts, identifies... ...receivable, and denials.Follows up with insurers and patients to collect outstanding... ...practices, third-party billing and billing to private clients required.Experience using Dataworks,...Private clientFull timeContract workH1bWork at officeNight shift
- ...strong 1040, 1120S, 1041, and 1065 preparation experience, excellent client communication skills, and strong attention to detail. The client base is predominantly small business and high net worth individuals, with a focus on high levels of service, strategy, and client...High net worthWork at office
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