Elite High-Net-Worth Personal Lines Account Manager
Relation Insurance Services
Relation Insurance Services is looking for a High Net Worth Personal Lines Account Manager in Pleasant Hill, California. The successful candidate will manage the insurance portfolios of high-net-worth clients and must possess a strong understanding of personal insurance products tailored to affluent clients. Responsibilities include providing tailored insurance coverage, managing relationships, and assisting with claims. Applicants should have at least 5 years of relevant experience and a Property and Casualty License. A robust benefits program and career advancement opportunities are offered. #J-18808-Ljbffr Relation Insurance Services
- Insurance Inc is seeking an Account Manager for High Net Worth Personal Lines in Pleasant Hill, California. The role involves managing the insurance portfolios of affluent clients and requires extensive knowledge in personal insurance products. Candidates must possess a...High net worth
$43k - $101k
...individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high-net-worth clients. The individual in this position...High net worthWork at officeLocal area- ...is seeking a Financial Advisor in Walnut Creek to work with high-net worth clients. This role includes developing relationships, preparing... ...candidate has a strong background in finance and client management. With a collaborative approach, this position offers a comprehensive...High net worth
$65k - $85k
...contributions, superior customer service, high performance standards, and a... ...team environment and an opportunity for personal and professional growth. In addition, we... ...company match. Job Details The Personal Lines Account Manager is responsible for managing and servicing...SuggestedWork at officeLocal area$65k - $85k
Jobot, located in Walnut Creek, California, is seeking a Personal Lines Account Manager. In this role, you will manage and service a portfolio of personal insurance clients, ensuring excellent customer service and policy accuracy. Responsibilities include handling new...Suggested$240k - $270k
Sr. High-Net-Worth Estate Planning Attorney Salary: $240,000 - $270,000 per year. Based in Boston, MA. Overview We practice at the highest... ...Strong drafting, analytical, and organizational skills Ability to manage multiple matters and deadlines with attention to detail...High net worthLocal areaFlexible hours$90k - $105k
Job Description Client Service Manager Location: Walnut Creek, CA.... ...success. The ideal candidate is highly organized, responsive, and... ...Maintain and update client accounts, documentation, and agreements... ...Experience supporting high-net-worth clients preferred Compensation...High net worthWork at office- ...returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that... ...Licensed CPA or EA ~10+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041) ~ High level...High net worthRemote work
- ...A reputable insurance company is seeking an Account Manager for Personal Lines to oversee client service and communication. This fully remote position is ideal for candidates in California or Nevada. Responsibilities include managing insurance policies, ensuring client...Remote work
- ...supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements include a four-year degree in finance or... ...in the financial services sector, particularly with high-net-worth clientele. Strong communication, organizational, and analytical...High net worth
$1,200 - $4,800 per week
...Focus on functional medicine and hormone optimization Only 2 patients per day Independent contractor position Work with high-net-worth clientele Board-certified or board-eligible required Description An urban oasis surrounded by unspoiled hillsides,...High net worthHourly payPermanent employmentContract workFor contractorsFlexible hours2 days per week- ...a Financial Advisor for their Advisor Development Program in Walnut Creek, CA. This role involves building relationships with high-net-worth clients, assessing their financial needs, and recommending suitable investment products. Ideal candidates will hold Series 7 and...High net worth
$60k - $120k
...to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management experience, an undergraduate degree in a relevant field, and strong communication skills. The compensation ranges from $60,000 to...High net worthFlexible hours$240k - $270k
Jobot is seeking a Sr. High-Net-Worth Estate Planning Attorney to provide specialized legal services in estate and gift tax planning. The... ...include drafting wills and trusts, advising fiduciaries, and managing deadlines for high-net-worth clients. The position offers a competitive...High net worthFlexible hours- A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead and standardize the financial planning function for high-net-worth clients. Responsibilities include overseeing financial planning deliverables, mentoring financial planners, and ensuring...High net worth
- ...environment Focus on functional medicine and hormone optimization Only 2 patients per day Independent contractor position Work with high-net-worth clientele Board-certified or board-eligible required Our services are free for you We help negotiate your salary and contract...High net worthHourly payWeekly payContract workFor contractorsImmediate startFlexible hoursShift work2 days per week
$130k - $160k
...Us 17 Mile Drive Tax is a full‑service accounting firm in Walnut Creek, CA offering tax preparation... ...‑pass review of junior staff work, manage a bookkeeping portfolio, and serve as... ...FTB, S‑corp elections, franchise tax) High‑net‑worth individual client experience #J-18808-...High net worth$70.3k
...Client Facing B2B Sales An elite and continuous recruiter... ...fundamentals, customer relationship management, and territory strategy.... ...Leverage market expertise to advise account managers and clients on skill... ...territory and develop a personal book of business. Build...Hourly payTemporary workTraineeship$88.4k - $132.6k
...incremental wallet share of the affluent and High Net Worth segment with financial planning and... ...Small Business Partners, Relationship Manager, etc.) Organize client events to... ...applying sound ethical judgment regarding personal behavior, conduct and business practices...High net worthFull timeWork at office- A leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least...High net worthFlexible hours
$70k - $90k
Personal Lines Account Manager Job Overview .Our agency is experiencing strong growth, and we’re looking for a motivated, experienced professional... ...coverage guidance. You will play a key role in ensuring a high standard of service and contributing to the continued success...Full timeWork at officeImmediate startRemote work- ...returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that... ...Tax Is a licensed CPA Has 7+ years of experience with High Net Worth Individual, Gift/Estate& Trust Tax Has performed...High net worthRemote work
$120.3k - $166.1k
A leading CPA firm is seeking a Tax Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and their businesses. The ideal candidate holds a Bachelor's degree and has a quality assurance-focused mindset with over 4 years of relevant...High net worth- ...advisory firm providing solutions for high-net-worth individuals and their families. We are... ...client opportunities across the wealth management spectrum including insurance, asset... ...clients’ main point of contact and be accountable for responding to their questions and...High net worthTemporary work
- ...who is eager to grow in public accounting and develop a strong... ...and a commitment to delivering high-quality work. Our firm provides... ...private foundations, and high-net-worth individuals. As an Audit Staff... ...will work closely with seniors, managers, and partners who are...High net worthWork at officeFlexible hours
$100k - $250k
...practice while providing a very high level of coordinated advice... ...with advanced Wealth Management techniques on all facets of investments... .... Our target market is high-net-worth Individuals with assets in... ...Unquestioned commitment to integrity in personal and professional activities...High net worth- ...assisting in client advisory, investment management, and administrative aspects of client... ...dedicated to servicing sophisticated, high net worth individuals and families. Responsibilities... ...investment process of new client accounts within internal guidelines. Responsibility...High net worthWork experience placementWork at office
- ...professional service firms, and high-net-worth individuals. Qualified... ...than a typical CPA firm. Tax Manager/Sr Manager responsibilities... ...of tax experience in public accounting (8+ years for senior manager... ...Preferred) Work Location In person Flexible work from home options...High net worthFull timeCasual workWork at officeWork from homeMonday to FridayFlexible hours
$98k - $128.69k
...Tilly have merged to form the #6 public accounting and advisory firm in the US, and are... ...complicated tax matters in the state and local, high net worth, international, research and... ...Demonstrated skills in the areas of time management, communication, interpersonal skills,...High net worthLocal area- ...the next 5+ years and serve high‑net‑worth and ultra‑high‑net‑worth individuals... ...experienced family office accountant for our San Francisco office... ...by firm partners and managers and to impact our clients’ finances... ...to provide feedback and to personally make changes Provides...High net worthWork at office
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