Senior Client Advisor — High-Net-Worth Insurance Strategy
USI Insurance Services
A leading insurance brokerage is looking for a qualified candidate to manage high net worth and affluent client accounts in Denver, Colorado. This role involves maintaining client relationships, providing technical insurance expertise, and achieving high retention rates on accounts. The ideal candidate should have extensive experience in personal lines property and casualty insurance and effective communication skills. The position offers competitive salary, benefits, and a commitment to professional development in a dynamic culture. #J-18808-Ljbffr USI Insurance Services
- A leading insurance brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication...SeniorHigh net worth
$70k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...Provide technical expertise (knowledge of insurance coverage and products, staying abreast on... ...of insurance, as needed. ~ Maintain a high degree of accuracy in agency management and...SeniorHigh net worthTemporary workLocal areaFlexible hours$70k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...Provide technical expertise (knowledge of insurance coverage and products, staying abreast on... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management and...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...Senior Director Of Corporate Philanthropy At Boys... ...for leading a high-performing team to raise... ...foundations, and high-net-worth individuals—driving all... ...Develop and implement strategies to retain, renew, and... ...license and ability to be insured under the company's insurance...SeniorHigh net worthWork at officeRemote workWork from homeFlexible hours1 day per week
$180k - $225k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...management, tax, estate, insurance, and more, all managed by... ...bound to act in our clients' best interests — always.*... ...team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours$52.6k - $98k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...Agency (MMA) provides business insurance, employee health & benefits, retirement... ...personal lines insurance experience with high net worth clientele ~ Property & Casualty (P&C...High net worthMinimum wageLocal areaNight shift$80k - $95k
...Why Work at Mercer Advisors? For more than... ..., tax, estate, insurance, and more, all managed... ...to act in our clients' best interests —... ...Summary: The Senior Portfolio Consultant... ...transitions and high net worth clients. This... ...available investment strategies clearly and...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- ...Senior Director, Principal Gifts About the Company Philanthropic organization... ...development of individualized engagement strategies that align with the organization's mission... ...in fundraising, particularly with high net-worth donors. The ideal candidate will have 8...SeniorHigh net worth
- Willis Towers Watson is seeking a Senior Client Advocate in Phoenix, Arizona. This role involves... ..., developing and executing placement strategies for Builders Risk and Property lines of... ...in commercial Property & Casualty insurance, particularly in the Construction industry...Senior
$130k - $140k
...compliance review! You will join a high performing team. Job:... ...bookkeeping Manage client relationships Analyze, research... ...provide tax planning for clients. Strategy/planning is currently 60% of... ...Review complex high net worth individual, gift and estate tax...SeniorHigh net worthWork at officeRemote workFlexible hours- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires... ...developing personalized financial strategies for high-net-worth individuals and families within an...SeniorHigh net worth
- ...Description Tax Manager / Senior Tax Manager (Fully... ...Opportunity A highly respected boutique... ...growing private client group. This is a... ...in high-net-worth individual, trust,... ...and wealth transfer strategies Manage and mentor... ...attorneys, and financial advisors Conduct...SeniorHigh net worthFull timeRemote work
$125k
...information Name Senior Manager, Tax... ...Manager, Tax - Private Client Ref # 2236604 Date... ...Mazars' Private Client tax advisors provide sophisticated... ...and wealth retention strategies as well as charitable... ...entities managed by ultra-high net worth clients. The Private Client...SeniorHigh net worthFull timeFlexible hours$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services... ...relationships, with an emphasis on high-net-worth households. You will work... ...Execute sales and marketing strategies—supported by World's extensive...High net worthBase plus commissionImmediate start- ...independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...expirations and avoid coverage lapses. Make insurance program recommendations. Respond to... ...proposals and summaries of insurance. Maintain high accuracy in agency and document...SeniorHigh net worthTemporary workLocal areaFlexible hours
$75k - $100k
...expertise in serving ultra-high-net-worth individuals and families. Our... ...Position Overview As a tax senior associate on our personal financial... ...Responsibilities Client relationship management -... ...while incorporating strategies to optimize tax outcomes for...SeniorHigh net worthLocal area$145k - $175k
...Sorren Tax Advisor Our Firm Sorren... ...advisory, and private client services. At... .... We offer a high-performing yet... ...tax planning strategies, transaction... ...returns for our high-net-worth clients and... ...mentor managers and senior associates... ...and disability insurance ~401(k) retirement...SeniorHigh net worthFull timeLocal area- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...long‑term relationships with clients. The role partners closely with high-net‑worth individuals and families to develop personalized financial strategies and help clients make the most...SeniorHigh net worth
- ...Profit Impact Investing Credit Insurance Financial Contracts Investing... ...Development Officer (CBDO) to spearhead the strategy and growth of its investment portfolio.... ...of strategic partnerships across high-net-worth individuals, family offices, and institutional...High net worth
- ...Vice President, Growth Strategy & Donor Relations About the Company Non-profit organization... ...institutional, corporate, and ultra-high-net-worth partners. The Vice President will also... ...in nonprofit development and senior leadership, with a strong background in...High net worth
$130k - $196.2k
...assurance firm, providing clients with a genuine coast-... ...Tilly (BT) as a Tax Senior Manager! This is a... ...be a valued business advisor delivering industry-focused... ...the state and local, high net worth, international, research... ...regarding applicable strategies, see the "big picture"...SeniorHigh net worthLocal areaWorldwide- A leading insurance firm in Denver is seeking an Account Manager to oversee high net-worth client portfolios and deliver personalized service. The ideal candidate... ...develop customized risk management strategies and serve as a trusted advisor to clients. Offering a competitive...High net worthRemote jobFlexible hours
- IAT Insurance Group, Inc. is seeking a Surety Underwriting Manager in Greenwood Village, Colorado. The role involves handling routine underwriting responsibilities and collaborating with both contract and commercial surety. The ideal candidate will have a Bachelor’s degree...SeniorContract work
$116k - $216k
...portfolios in accordance with client investment goals and... ...on appropriate strategies and constructs and customizes... .... Maintains a high level of collaboration... ...may manage Portfolio Advisor Associates and/or mentor... ...Experience managing a high net worth book of business....SeniorHigh net worthWork at officeFlexible hours$145k - $175k
...advisory, and private client services. We... ...within a high-performing, balanced... ...Serve as a key advisor to clients on tax planning strategies, transaction... ...returns for high-net-worth clients,... ...mentor managers and senior associates through... ...and disability insurance, 401(k), paid...SeniorHigh net worthFull timeLocal area$166k - $249k
Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt... ...a strong track record of advising high-net-worth clients and growing relationships through... ...investment management, estate planning, tax strategy, and risk management. You will build...SeniorHigh net worthFull timeWork at officeFlexible hours$95k - $110k
...executing new products while ensuring compliance. The role requires 5+ years of experience in Financial Services, particularly in life insurance. Successful candidates must have strong communication and analytical skills. The position offers a hybrid work environment and a...Senior- RubinBrown LLP in Denver is seeking a Private Client Services Tax Manager to provide exceptional service to high net worth individuals and manage a dedicated team. The successful candidate will possess a CPA and a Bachelor’s degree in Accounting, along with at least five...SeniorHigh net worth
$91k - $321.5k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...compliance services to high-net-worth individuals and privately... ...Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected...SeniorHigh net worthFull timeH1bRemote work$200k - $240k
...'s right for our clients. At CIBC, we embrace... ...be doing As a Senior Wealth Strategist... ...Managers and high net worth (HNW) clients to... ...philanthropic vehicles, life insurance programs, and... ...: Develop strategies for wealth transfer... ...and outside advisors (i.e., attorneys,...SeniorHigh net worthRemote work
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