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
$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorPrivate clientRemote work$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...SeniorPrivate client$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...tax planning, philanthropic advisory, insurance analysis and family office services,... ...advisory, family office, or private banking serving UHNW clients. Strong...SeniorPrivate clientFull timeWork at officeLocal area- A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...SeniorPrivate client
- A leading accounting firm in Los Angeles is seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience...SeniorPrivate client
$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...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- 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
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientRemote jobHourly paySeasonal work$66k - $123.1k
Mercer France in Los Angeles is looking for a Private Client Advisor to deliver tailored insurance solutions for high net worth clients. In this role, you will analyze client needs and negotiate coverage options while ensuring exceptional service. With a requirement of...Private client- JPMorgan Chase & Co. is looking for a Senior Private Client Banker in Los Angeles, CA. In this role, you will manage the banking relationships of affluent clients, providing personalized service and solutions to meet their financial goals. The position requires a minimum...SeniorPrivate client
$23 - $27 per hour
A luxury fashion house in Beverly Hills seeks a Private Client Advisor to foster relationships with high-net-worth clients and promote high-end products. You will aim for significant sales growth while ensuring an exceptional client experience. Ideal candidates have 5+...Private clientNight shiftWeekend work- RSM US LLP is seeking a Manager to enhance fund administration services specifically for private equity clients. This role involves managing engagements, optimizing operational workflows, and leading a team dedicated to delivering excellent service. Ideal candidates have...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 of...SeniorPrivate client
$168k - $205k
Zions Bancorporation is seeking a Private Banking Relationship Manager in Los Angeles, CA... ...role requires managing new and existing client relationships, along with generating,... ...benefits including medical, dental, vision insurance, and a 401(k) plan with company match....SeniorPrivate client- Capital Group in Los Angeles is seeking a Private Client Services GIC Sr. Analyst. In this role, you will manage investment orders and ensure compliance with guidelines and regulations. Candidates should have a Bachelor's degree and 5-7 years of experience in investment...SeniorPrivate 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
- ...a Relationship Manager to develop and manage a portfolio of private clients. The role requires at least twelve years of experience in sales... ...and offers comprehensive benefits, including 401k, health insurance, and growth opportunities. #J-18808-Ljbffr Banc of CaliforniaSeniorPrivate client
- A leading insurance brokerage firm in Los Angeles is seeking a Client Executive for its Private Client Services. The role involves managing accounts, developing new business leads, and providing excellent service to clients. The ideal candidate will have 8+ years of relevant...SeniorPrivate client
- BDO USA in Los Angeles is looking for a Tax Manager specializing in Private Client & Family Office Services. This role involves managing finance and accounting engagements, supervising staff, and ensuring the delivery of accurate financial statements. Applicants need a...SeniorPrivate clientWork at office
- BDO USA in Los Angeles is searching for a Tax Experienced Manager for Private Client & Family Office Services. This role involves managing finance and accounting engagements, ensuring accurate financial reporting, and maintaining strong client relationships. Ideal candidates...SeniorPrivate clientWork at office
$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- ...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
$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 public...SeniorPrivate clientRemote jobWork at office$56k - $132k
...Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and...SeniorPrivate client- JPMorgan Chase seeks a Private Client Advisor in Los Angeles, CA to provide comprehensive financial planning and investment solutions. In this role, you'll build client relationships and educate them about available tools to monitor their investments. A minimum of 2 years...Private client
- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for...Private client
- Business Development Associate - Private Equity Deal Sourcing Job Description As a deal sourcing... ...fit their criteria. Working closely with senior deal professionals, you’ll become deeply... ...of deal‑making. You will help our clients expand their portfolios by identifying promising...SeniorPrivate clientImmediate start
- ...construction management firm serving public and private sector clients throughout Southern California. The... .... About the Position The Senior Regional Construction Scheduler is a key... ...-covered medical, dental, and vision insurance ~401(k) with employer match: 100% up...SeniorPrivate clientContract workFor contractorsWork at officeImmediate start
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows... ...to an Ultra high Net Worth client base in the United States.... ...strategies with the Private Bankers. Conduct sophisticated... ...required for CGMI. Group 1 insurance Education Bachelor's/...SeniorPrivate clientFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Insurance Advisor. Be the first to apply!
- customer service representative csr Los Angeles, CA
- customer retention representative Los Angeles, CA
- service representative Los Angeles, CA
- client retention specialist Los Angeles, CA
- bilingual customer support specialist Los Angeles, CA
- customer service associate remote Los Angeles, CA
- customer service representative ii Los Angeles, CA
- international customer service representative Los Angeles, CA
- employee relations assistant Los Angeles, CA
- full time customer service representative work from home Los Angeles, CA

