High-Net-Worth Personal Lines Private Client Advisor
$60k - $200kWorld Insurance Associates LLC
A leading insurance firm is seeking a Personal Lines Private Client Advisor in Farmingville, NY. This role focuses on developing business opportunities within the high-net-worth client space, providing expert guidance on personal insurance needs. The ideal candidate will have proven experience in personal lines insurance and be familiar with affluent clientele. Competitive compensation with a base salary range of $60,000 to $200,000+ is offered, depending on expertise and performance. #J-18808-Ljbffr World Insurance Associates LLC
$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...Private clientHigh net worth$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage and service an assigned high‑net‑worth (HNW) book of business. Prepare new business and renewal submissions, including marketing...Private clientHigh net worth- World Insurance Associates LLC is seeking a Private Client Sales Executive to identify and develop relationships with high-net-worth individuals, offering tailored personal insurance solutions with a white-glove service approach. You will collaborate with the Private Client...Private clientHigh net worth
$60k - $200k
...Overview Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial... ..., and develop new business opportunities within the high-net-worth and private client space. Cultivate and maintain...Private clientHigh net worthBase plus commissionImmediate start- ...Title Manage and service an assigned High-Net-Worth (HNW) book of business with accounts... ...Auto ID cards. Conduct comprehensive client renewal reviews to support retention.... ...include: 5+ years of High-Net-Worth Personal Lines insurance experience. Minimum 3...Private clientHigh net worthWork at officeRelocation packageShift work
- J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial...Private client
- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series...Private client
- ...and be committed to delivering exceptional customer service. Responsibilities include gathering rates, assisting clients with renewals, and ensuring high-quality interactions with both clients and team members. If you thrive in a collaborative setting and are dedicated...High net worth
- ...service-oriented individual with high personal standards for ethical conduct... ...team and externally with our clients and carriers. Duties and... ...business proposals for personal lines prospects and assisting... ...Personal Lines most notably high net worth homes. Knowledge of proposal...High net worth
- ...JPMorgan Chase Bank, N.A. in Hauppauge is looking for a Private Client Advisor to provide tailored financial planning and advice. This role supports individuals and families, from new savers to affluent clients, enhancing their investment experience. The ideal candidate...Private client
$85k - $140k
...and services to its clients including brokerage... ....We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to... ...Banker(s) and Advisors to assess opportunities... ...products, home equity lines of credit,... ...-based loans, high net worth tailored lending products...Private clientHigh net worthTemporary work- JPMorganChase is seeking a Private Client Advisor in Center Moriches, New York, to provide comprehensive financial planning and advice to individuals and families. You will deliver personalized investment solutions while fostering client relationships and supporting your...Private client
$60k - $200k
...World specializes in personal and commercial... ...solutions. Personal Lines Sales Executive (... ..., families, high-net-worth households. Leveraging... ..., you’ll help clients protect their assets... ...personal insurance and private client solutions... ...as a trusted advisor by understanding clients...Private clientHigh net worthPrivate practiceImmediate start- KeyCorp in Ridge, NY is seeking a dedicated Private Client Banker to provide tailored financial solutions for clients with up to $2M in investable assets. This role involves assessing clients' financial needs, developing strong relationships, and ensuring compliance with...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...Private client
$85k - $140k
...partners with Morgan Stanley Financial Advisors across all channels to offer... ...management services to institutional and private clients (Endowments, Foundations, Corporate &... ...Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management.The...Private clientHigh net worthTemporary workWork at office$25 - $38.46 per hour
Role, Inc. is seeking a Private Client Banker in Ridge, New York to serve as a trusted advisor and partner to clients. The Private Client Banker will focus on building client relationships while providing tailored financial solutions for individuals and businesses. This...Private clientHourly pay- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning... ...Build a book of business and deliver personalized investment solutions to your clients... ...opportunity employer and places a high value on diversity and inclusion. We do...Private client
- ...Firm's employees serve clients worldwide including... ...philosophy that balances personal lifestyles,... ...Morgan Stanley Financial Advisors across all channels to... ...to institutional and private clients (e.g., Defined... ...Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.)...Private clientHigh net worthTemporary workWork at officeWorldwide
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals... ...focuses on building client relationships and delivering personalized investment solutions while embracing digital innovations to...Private client
- ...Job Description Job Description Personal Lines Account Manager / Team Manager role! Independent... ..., providing exceptional service to clients, and ensuring their insurance needs... ...~ Experience with standard market and high net worth personal lines home, auto, umbrella...High net worth
$24.5 - $28 per hour
...their membership with Teachers in person and virtually. The key... ...Union. Education/Experience High School degree or GED required;... ...weeks ago Senior Home Lending Advisor - Kings Park, NY RIA Regional... ...-$59,500.00 6 months ago High Net-Worth Wealth Advisor (Stamford) Stamford...High net worthFull timePart timeWork experience placementWork at officeLocal areaImmediate start$17 - $22.55 per hour
Position Title Branch Banking-Client Consultant I-Float Location Bay Shore, NY 11706 Job... ...branches in order to provide customers with high quality, prompt, and professional... ...regional bank with 420 banking branches, 134 private client banking teams, wholesale lending...Private clientFull timeLocal area- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves offering personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least...Private client
$80k - $120k
TalentConnect is seeking a Senior Accountant to join a private family office in Hauppauge, NY. The role involves maintaining financial... ...financial reporting, and supporting tax compliance for a high-net-worth family. Candidates should have a Bachelor's in Accounting or...High net worthWork at office- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...Private client
$75k - $90k
...Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role... ...relationships, supporting Financial Advisors in growing their business through productivity... .... The ideal candidate will have a High School diploma, experience in a fast-paced...Private client$150k - $155k
...Opportunity Position Overview A highly respected boutique Registered Investment Advisor (RIA) is seeking an... ...a white-glove client experience and building... ...80–100 existing high-net-worth client relationships.... ...built on responsiveness, personalization, and exceptional...High net worthFull timeLocal area- ...in the New York market. You will recruit and retain Financial Advisors, develop leadership, and ensure regulatory compliance across... ...development, ethical leadership, and collaboration with corporate partners to expand market share in High Net Worth #J-18808-Ljbffr Morgan-StanleyHigh net worth
$150k - $200k
...team of talented professionals, and serve as a trusted advisor to a diverse client base. Responsibilities Oversee complex tax engagements.... ...CPA required. Strong proficiency in corporate, fiduciary, high-net-worth individual, and partnership taxation. Trust & estates experience...High net worthLocal area
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