Senior Private Client Advisor - High-Net-Worth, Hybrid & Growth
$89.5k - $166.9kMarsh McLennan Agency
Marsh McLennan Agency seeks a Senior Client Advisor in New York, NY to provide tailored insurance solutions for High-Net-Worth clients. This role involves deep engagement with clients to assess their exposure and propose suitable coverage options. The ideal candidate should have at least 3 years in personal lines insurance and a P&C License, and will enjoy benefits like generous time off, hybrid work arrangements, and professional development opportunities. Compensation ranges from $89,500 to $166,900, and the role supports substantial career growth. #J-18808-Ljbffr
$280k - $345k
Senior Matrimonial Attorney (Hybrid) $280000 - $345000 per year | New... ...for handling high‑stakes, financially... ...for discerning private clients. Our practice is... ...attorneys are trusted advisors on matters involving high‑net‑worth divorces,... ...Accelerated Career Growth Fun Company...SeniorPrivate clientHigh net worthPermanent employmentLocal areaFlexible hours- ...LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong... ...deliver innovative solutions for ultra-high net worth individuals. The ideal candidate... ...certification. This role offers a hybrid work model and a supportive...SeniorPrivate clientHigh net worth
- ...is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of... ...needs, and actively acquiring new prospects to drive business growth. This position requires licenses, including the Securities...SeniorPrivate clientHigh net worth
$89.5k - $166.9k
...Hybrid to our NY Metro office Our not-so-secret sauce Award-winning, inclusive... ...and how you can make your mark as a Senior Private Client Advisor at MMA. Marsh McLennan Agency (MMA)... ...personal lines insurance experience with High-Net-Worth clientele Property & Casualty (P&C)...SeniorPrivate clientHigh net worthMinimum wageWork at officeLocal areaNight shift- ...expand their presence in the high-net-worth market. This position focuses... ...driving new business and managing client relationships while... ...License. The role may be remote or hybrid, requiring collaboration from... ...an office. #J-18808-Ljbffr Private Client Select Insurance Services...Private clientHigh net worthRemote jobWork at office
- ...U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial... ...or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits...SeniorHigh net worth
- ...seeking a customer service professional who will manage client relationships in Private Client Services. The role involves fostering client... ...Candidates should possess at least five years of experience in high net-worth insurance and a bachelor’s degree. In addition to...SeniorPrivate clientHigh net worth
- A leading insurance brokerage firm is seeking a Private Client Services Family Office Advisor to provide personalized insurance and risk management solutions to high-net-worth clients. The ideal candidate will have 7-10 years of experience in the insurance industry, including...SeniorPrivate clientHigh net worthWork at office
- ...JPMorgan Private Client in New York seeks an experienced Relationship Manager to develop and nurture high-net-worth client relationships. In this role, you will provide tailored financial solutions and enhance client experiences. Ideal candidates will have over 10 years...Private clientHigh net worth
- ...Daley And Associates, LLC is seeking a Senior Fund Accountant to support a private equity client in New York City. The role involves handling financial... ...offers an excellent opportunity for professional growth in a collaborative, hybrid work setting. #J-18808-Ljbffr...SeniorPrivate client
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.... ...to foster professional growth within our staff. This... ...EisnerAmper follows a hybrid working model and has offices... ...functions for ultra-high net worth individuals and their...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$175k - $275k
Hybrid Matrimonial Attorney - Build a Long‑Term... ...known for handling high‑stakes, financially... ...matters for discerning private clients. Our attorneys are trusted advisors on matters involving high‑net‑worth divorces, complex... ...Accelerated Career Growth! Fun Company Activities...Private clientHigh net worthLocal areaFlexible hours$81k - $125k
...organization of consultative advisors and problem... ...Job Summary: P&C Private Client Group (PCG/... ...Role at NFP: The Senior Account Executive... ...flexibility of a hybrid work schedule of at... ...correspondence; maintain high‑speed internet, be... ...Lines and High Net Worth/Private Client Group...SeniorPrivate clientHigh net worthFull timeImmediate startRemote workWork from homeShift work2 days per week$70k - $90k
...of consultative advisors and problem solvers... ...approach. P&C Private Client Group (PCG/... ...the expectation of growth to take on the role... ...Street office on a hybrid work schedule. We... ...options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines...Private clientHigh net worthWork at officeRemote work$132.1k - $301.6k
...with a range of clients from our most... ...FSO team! Private Tax is a growing... ...you’ll see that growth reflected in your... .... As a Senior Manager in Private... ...tax advice on High Net Worth Individuals’... ...into a trusted advisor to clients. You... ...leader-enabled hybrid model. Our expectation...SeniorPrivate clientHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours- ...Tax Senior Manager, Private Client Group Role Type: Hybrid (flexible 2 days in office) Location: NYC, NY... ...and advisory firm is seeking a highly experienced Senior Tax Manager... ..., and advisory services to high-net-worth individuals, family offices, and...SeniorPrivate clientHigh net worthWork at officeFlexible hours
$70k - $90k
...an Account Executive to join their P&C Private Client Group in New York. This role involves... ...applications, and ensuring policy accuracy for high-net-worth individuals. The ideal candidate will... ...in personal lines insurance. With a hybrid work schedule, this position offers a...Private clientHigh net worth- ...team to draft and compile client deliverables including... ...executives and build trusted advisor relationships that drive firm growth Proven ability to... ...a fulfilling way. A hybrid between a general tax... ...governmental entities as well as high-net-worth individuals, family...SeniorHigh net worthWork at officeLocal areaRemote work
- ...prestigious boutique firm to fill an unposted private client services associate position in New York... ...join a collaborative group that advises high-net-worth individuals on trust, estate, and tax matters. The firm offers a hybrid office policy and competitive compensation...Private clientHigh net worthWork at office
- ...prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along... ...collaborative environment that values attorney development and offers a hybrid work setup—three days in-office and flexible remote days. The...Private clientHigh net worthWork at officeRemote workFlexible hours
$160k - $220k
...Tax Senior Manager, Private Client Group New York, NY / Boca Raton, FL / Palm Beach... ..., Palm Beach Gardens, FL (Hybrid) About The Company:... ...estate planning to service high-net-worth individuals and families.... ...client's other financial advisors, and fostering strong client...SeniorPrivate clientHigh net worthFull time- ...Australia-Employment is seeking a Senior Tax Associate in New York, NY. The role offers a hybrid schedule and focuses on tax preparation for high-net-worth individuals and complex entities. Ideal candidates should have 3+ years of public accounting tax experience and a...SeniorHigh net worth
$127.9k - $291.9k
...with a range of clients from our most... ...Exceptional Delivery and Growth Engine because... ...EY's FSO EDGE Private practice... ...unique needs of the high-net worth tax industry.... ...A Senior Services Manager... ...status as a trusted advisor to maintain and... ...leader-enabled hybrid model. Our expectation...SeniorPrivate clientHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$104.7k - $174.5k
...Corporation is seeking a Wealth Management Senior Associate for their Family Wealth Division in New York, NY. This hybrid role involves conducting advanced legal... ...providing strategic wealth planning support for High Net Worth clients. Responsibilities include drafting...SeniorHigh net worth$112.3k - $170k
...rare opportunity for our clients, stakeholders and... ...strong and client-focused Senior Manager to join our... ...team, and supporting the growth of a high-performing advisory... ...~6-8 years of U.S. private client tax experience,... ...Information This is a Hybrid role coming into the...SeniorPrivate clientHigh net worthWork at officeRemote work- 6AM City, LLC is seeking a highly motivated Tax Manager for their Individual... ...a diverse portfolio of clients, ensuring compliance with... ...supervisory roles. The firm offers a hybrid work policy alongside... ...where mentorship and internal growth are encouraged. Applicants should...SeniorHigh net worth
- ...Tax Senior Associate At EisnerAmper, we look for individuals who... ...Tax Senior Associate to join the Private Client Services (PCS) practice. This role is hybrid with 3 days a week in office. We... ..., closely held businesses and high net worth individuals with the solutions...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...brokerage firm is seeking a Managing Director (Senior Insurance Advisor) to drive business growth through direct engagement with ultra-high-net-worth individuals. You will leverage your... ...insurance strategies and nurture key client relationships. The ideal candidate will...SeniorHigh net worth
$88k - $123.74k
...assurance firm, providing clients with a genuine... ...(BT) as a Tax Senior Associate! This is... ...a valued business advisor delivering industry... ...services to private wealth clients. As... ...state and local, high net worth, international, research... ...Support the growth and development of...SeniorPrivate clientHigh net worthLocal areaWorldwide- ...foundations, pension plans, and ultra-high net worth private clients implement and manage custom... ...team has achieved significant organic growth through client referrals and strong networks... ...Dynamics. Provide regular updates to senior leadership on client retention, new...SeniorPrivate clientHigh net worthWork at officeLocal areaWorldwide
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