Senior Private Client Insurance Advisor
$56k - $132kNFP Corp
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance industry, with at least 8 years of experience and relevant licenses. The firm offers a competitive salary ranging from $56,000 to $132,000, alongside various employee benefits, fostering a people-first culture. #J-18808-Ljbffr NFP Corp
$100k - $275k
...seasoned professional in El Segundo, CA, to lead the Client Process Management Process. This role involves sourcing... ...experiences, and advocating for clients as their trusted advisor. Candidates need 12+ years in private banking and strong interpersonal skills, with a...SeniorPrivate client$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...SeniorPrivate client$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate client$120k - $130k
...detail-oriented SeniorAssociate,Client Advisor to join our growing team.... ...work closely with a team of senior wealth management... ..., investments, tax, estate, insurance) toidentify,coordinate and implement... ...advisory, family office, or private banking serving UHNW clients...SeniorPrivate clientWork at officeLocal area- ...leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net... ...individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting...SeniorPrivate client
$56k - $132k
...A leading insurance consultancy in California seeks a Senior Account Executive to manage high net worth personal insurance clients. This role requires interaction with clients, negotiation with carriers, and the ability to structure complex insurance solutions. Candidates...Senior- ...EisnerAmper is looking for a Tax Senior Manager in Pasadena to join our Private Client Services team. This role involves overseeing tax planning and compliance for ultra-high net worth individuals, particularly in financial services. The ideal candidate will have over...SeniorPrivate client
$84k - $110k
...A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting...SeniorPrivate client$110k - $215k
Bank of America in Los Angeles is seeking a professional to expand client relationships by identifying opportunities and driving inflows of new business. The ideal candidate will have 7+ years of experience managing high-net-worth client relationships, alongside strong...SeniorPrivate client- ...A leading accounting firm is seeking a Tax Partner to join its Private Client Services team in California. The role involves ensuring compliance, managing client consultations, and mentoring staff. Candidates must possess a Bachelor's degree, CPA or JD, and 12+ years...SeniorPrivate client
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate client- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...SeniorPrivate client
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate client
- ...a Relationship Manager to develop and manage a portfolio of private clients. The role requires at least twelve years of experience in sales... ...work environment and offers comprehensive benefits, including 401k, health insurance, and growth opportunities. #J-18808-Ljbffr...SeniorPrivate client
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate client
- First Horizon is seeking a Private Client Relationship Manager responsible for developing and managing a portfolio of affluent client relationships. The manager will deliver full balance sheet advice through a team-based approach, focusing on individualized banking and...Private client
$300k
...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles, Oakland, Sacramento, or... ...complex and confidential investigations for both public and private sector clients across California. The successful candidate will bring a strong...SeniorPrivate clientVisa sponsorship$145k - $245k
...A leading professional services firm is looking for a Senior Tax Manager in Los Angeles to join the Private Client Services team. This hybrid role involves reviewing tax returns, responding to notices, and training junior staff. Candidates should have over 8 years in...SeniorPrivate clientWork at officeRemote work- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate client
$90k - $135k
...Together, we have pushed the boundaries of insurance. We are united by a shared passion and... ..., the quality service we offer our clients, and our continued growth, all come from... ...primary day-to-day contact for assigned private client accounts, building strong and trusted...SeniorPrivate clientWork at office- ...TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...Private client
- ...TwinThread is seeking a Private Client Advisor in Los Angeles, California, who will provide comprehensive financial planning and advice. This role includes supporting clients from various backgrounds and enhancing their investor experience through personalized solutions...Private client
$140k
...Direct Counsel represents a respected law firm in Pasadena, CA who is seeking a Senior Associate Attorney or Senior Counsel with 8+ years of experience in Trusts & Estates and Private Client matters to join its growing practice. The firm is flexible regarding hybrid or...SeniorPrivate clientRemote workFlexible hours- ...You Will be Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute to the establishment of... ...clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.* Possess comprehensive...SeniorPrivate clientPrivate practiceWork at officeLocal area
- ...we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- .... Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader... ...asset managers for the Global Private Bank, and advising clients on allocations... ...include: Working closely with Investment Advisors and Bankers in the U.S., as well as with...SeniorPrivate client
- ...J.P. Morgan Chase seeks a Financial Advisor to deliver personalized investment solutions, champion client needs, and ensure a strong commitment to diversity. The role requires at least 2 years of financial services experience and valid licenses. Ideal candidates should...Private client
- ...accounting and advisory firm in Los Angeles seeks a seasoned tax professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor's degree along with a CPA or JD, and demonstrate 12+ years of progressive tax...SeniorPrivate client
$100k - $120k
...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...us, let talk about you! As a Client Advisor you'll be an ambassador for H&P by... ...facing sales experience in investment, insurance, real state, private banking, or wealth management....Private clientWork at officeFlexible hours- ...exclusivity, comfort, and cultural depth — from private aviation and five-star resorts to last‑... ...in handling complex itineraries, VIP client relations, and high‑touch service. This... ...all travel documentation, visas, and insurance requirements are up to date for clients....SeniorPrivate clientWorldwide
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