Private Client Insurance Advisor - High Net Worth
$60k - $200kWorld Insurance As
World Insurance As is seeking a Private Client Sales Executive in Woodbridge Township, NJ. This role focuses on advising high-net-worth clients on personal lines insurance, helping them manage risks associated with their assets. You will identify and cultivate new opportunities while building trusted long-term relationships. Compensation includes a base salary ranging from $60,000 to over $200,000, determined by experience and performance. Benefits include a comprehensive package alongside a 401(k) with immediate vesting. #J-18808-Ljbffr World Insurance As
$60k - $200k
...Private Client Sales Executive (Client Advisor) Position Overview World’s Personal Lines Client Advisors serve as... ...relationships, with an emphasis on high-net-worth households. You will work closely... ...deliver sophisticated personal insurance solutions, including home, auto,...Private clientHigh net worthBase plus commissionImmediate start- ...with over 6 years of post‑admission experience to join our Private Clients and Taxation team in New York, Town of Perth. The role involves... ...planning, trust law, probate, and more. You will assist high net worth clients with their estate plans and provide detailed legal...Private clientHigh net worthFlexible hours
- ...What Work You Will be Responsible For: Serve as a trusted advisor to high‑net‑worth individuals, family offices, and closely held businesses by... ...technical excellence and risk management Proactively advise clients on tax planning opportunities, regulatory changes, and business...Private clientHigh net worthLocal area
$60k - $200k
...Commercial Lines Sales Executive (Client Advisor) World’s Client Advisors bring risk management... ...to help clients with personal lines insurance, employee benefits, 401(k) and... ...commercial lines insurance, high net worth / private client, employee benefits, human capital...Private clientHigh net worthBase plus commissionImmediate start- ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in... ...budgeting, billing and engagement economics Highly proactive approach to serving clients... ...-market companies, as well as high net worth individuals, family offices, not-for-...Private clientHigh net worthWork experience placementPrivate practiceLocal area
- Job title: Private Client Snr Associate / Director/ Partner PQE: + 5yrs PQE Department: Private... ...of related matters. Our work is diverse, high quality, and trusted by generations of families, business owners, and high‑net‑worth individuals who value our pragmatic,...Private clientHigh net worthPermanent employmentWork at officeWork from homeFlexible hours
- ...with at least 5 years post‑admission experience to join our Private Clients and Taxation team. Working alongside leading practitioners... ...individual clients from diverse backgrounds, including high net worth private clients and business owners, large farming families...Private clientHigh net worthWork at officeFlexible hours
- JPMorgan Chase & Co. is looking for a Private Client Banker in Metuchen, New Jersey. In this role, you will serve as the main contact for a... ...with regulatory requirements. Applicants should have at least a high school diploma and demonstrate the ability to cultivate long-...Private client
- ...to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice to serve as an Administrative and Practice... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...Private clientHigh net worthPrivate practiceWork at officeLocal area
$60k - $200k
...World Insurance Associates (“World”) is a leading financial... ...for affluent and high-net-worth individuals, alongside... ...collaborative platform allows advisors to deliver... ...strategies that evolve with clients’ lifestyles and financial goals. Private Client Sales Executive...Private clientHigh net worthBase plus commissionFull timeImmediate start- JPMorgan Chase & Co. is looking for a Private Client Banker in Edison, New Jersey. This role involves managing the complete banking relationship... ...with the ability to work branch hours, including weekends. A high school degree or foreign equivalent is mandatory, with...Private client
$90k - $120k
...International, we're more than just an insurance brokerage firm we're a... ...or helping a national client navigate complex risk, you'll... ...Account Executive to join our Private Client team on a Hybrid work... ...Manages an assigned book of high-net worth personal insurance clients...Private clientHigh net worthWork experience placementWork at officeLocal area$89k - $101k
...HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property,... ...responsibilities include:*** Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying...Private clientHigh net worthWork experience placementWork at officeLocal area- ...Agent in Maplewood, NJ is seeking a customer-focused Agent Team Member to build relationships with customers and educate them on insurance options. This role provides an opportunity to develop leads and market the suitable services. The ideal candidate will have excellent...Flexible hours
$100k - $135k
...delivering real value to our clients. Our mission is to... ...to join our growing Private Client Services... ...consulting services to high-net-worth individuals, families,... ...candidate will be a strategic advisor with strong technical... ...D, and Voluntary Life Insurance * 401(k) plan and...Private clientHigh net worthFull timeLocal areaFlexible hours3 days per week$85k - $115k
...for their Woodbridge, New Jersey office. The role involves providing accounting and financial reporting services to ultra-high-net-worth clients. Ideal candidates will hold a Bachelor’s degree in accounting and have 0-2 years of relevant experience, including proficiency...High net worthWork at office- Perigonwealth is looking for a Senior Private Client Associate to join their Client Service team in Edison, NJ. This hybrid position requires supporting Wealth Managers with client service and administrative tasks, emphasizing professional communication and attention to...Private client
$85k - $120k
...is looking for a Senior Manager in Woodbridge Township, NJ to join our fund administration team. You will manage client relationships with leading private equity clients, supporting fund operations and financial reporting, while overseeing junior staff and audits. The...Private client- IQ-EQ is seeking a Senior Manager for their fund administration team in Woodbridge Township, New Jersey. You will work with private equity clients, overseeing fund operations, financial reporting, and managing client relationships to ensure deliverables are met. The...Private client
$85k - $115k
...firm in Port Reading, NJ is seeking an Advanced Accountant to support ultra-high-net-worth individuals. The role focuses on financial data analysis and reporting, ensuring accuracy in client accounts. Candidates should have a Bachelor's in Accounting and 3+ years of relevant...High net worth- ...professional based in Woodbridge Township, NJ, to serve as a trusted advisor to high-net-worth individuals and businesses. This role involves leading... ...A CPA or JD is required, along with a strong background in client relationship management. EisnerAmper promotes a...High net worthFlexible hours
$85k - $120k
...team, you’ll work directly with leading private equity clients, supporting fund operations, financial... ...support and additional ancillary insurance plans. Additional benefits include paid... ...support complex fund operations and drive high-quality outcomes. #J-18808-Ljbffr...Private client- EisnerAmper is seeking a Tax Director to join its Private Client Services practice. In this role, you will be responsible for overseeing tax engagements, mentoring staff, and managing relationships with clients. Candidates should have a Bachelor's degree in Accounting,...Private clientPrivate practice
- Lindsays in New York is seeking a Private Client Snr Associate / Director/ Partner. This role requires strong expertise in private client law with responsibilities ranging from trust administration to client relationship management. Applicants should possess at least 5...Private clientWork at office
- ...About the Company PCS is one of the largest high net worth managing general underwriters in the market... ...with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal...Private clientHigh net worthWork at officeRemote work
- A large accounting and advisory firm is seeking a Tax Partner for its Private Client Services practice. This position involves key administrative and operational leadership, including scheduling and compensation planning, within a national framework. Ideal candidates will...Private clientPrivate practice
- EisnerAmper LLP in Woodbridge Township, NJ is looking for a Tax Partner for our Private Client Services practice. This role oversees the administrative and operational functions within our tax practice, ensuring effective execution of practice priorities and collaborating...Private clientPrivate practice
- ...Description: About The Company: About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market... ...referral sources. o Act as a trusted advisor by providing consultative guidance and education...Private clientHigh net worthWork at officeRemote work
- Hiverecruiter is seeking a Senior Underwriter in Personal Lines High-Net-Worth for their Edison, NJ office. This hybrid role involves underwriting complex personal lines risks for high-net-worth clients and managing a portfolio, where strong negotiation and relationship...High net worthWork at office
$85k - $115k
...Manager - Private Equity Fund Accounting We’re a leading Investor... ...Operating as trusted partners to our clients, we deliver intelligent... ...and additional ancillary insurance plans. Additional benefits include... ...fund operations and drive high-quality outcomes. Sustainability...Private clientLocal areaWorldwide
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