Senior High Net Worth Account Executive
Hollinger
We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent and High-Net-Worth clientele• Luxury homes, automobiles, watercraft, fine arts, jewelry, and related exposures• New and renewal business responsibilities• Access to premier Private Client carriers including Chubb, PURE, Cincinnati, and similar marketsQualificationsQualified candidates will possess 7–10+ years of direct High-Net-Worth Personal Lines Account Executive experience, a Property & Casualty License, and a strong understanding of Private Client coverage placements.CompensationBase salary to $140K, bonus opportunities, and a comprehensive benefits package.If this opportunity aligns with your background, I would welcome a confidential conversation. If another High-Net-Worth professional comes to mind, referrals are sincerely appreciated.Jim Liebermanð 732-208-5462ð§ View email address on click.appcast.io
- Posted 4 days agoPersonal Lines Insurance Coverage Senior Account Executive opening in Nassau County, Long Island, NY. (Two days in office... ...responsible for growth of designated book of business, includes High Net Worth Clients; mentors the team; maintain a positive &...SeniorHigh net worthWork at officeWork from home
$90k - $150k
...on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.Job SummaryThe Senior Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours$70k - $74k
...global company MCI Group ( is interviewing highly organized, energetic and hospitality... ...luxury lifestyle sector to fulfill a Senior Account Executive role. This position will work with a... ...plus. This position is client and high net-worth individual consumer facing on-site at...SeniorHigh net worthTemporary workInternshipWork at officeNight shiftWeekend work$90k - $105k
...Job Description SR. Personal Lines Account Manager | HNW Clients Location: Jersey... ...Independent insurance agency is seeking a highly experienced personal lines account manager... ...preferred. Experience with high net worth clients is a plus All inquiries will...SeniorHigh net worthWork at office- ...wealth management, and trusts and estates to join our Private Client Services practice. The successful candidate will counsel high-net-worth individuals, draft prenuptial and postnuptial agreements, handle estate administration and tax controversy matters, and perform...SeniorHigh net worthPrivate practice
- Posted 4 days agoINSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE- Suffolk County. Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent...High net worth
$350k
...firm that is looking to add a Senior Associate (8th-year+), Counsel, or Income Partner to its highly regarded Private Clients,... ...sophisticated work with high-net-worth individuals, family offices,... ...matters from strategy through execution Supervising junior attorneys...SeniorHigh net worthPrivate practice- Posted 4 days agoINSURANCE Personal Line Account Executive with High Net Worth Insurance Carrier Experience - Nassau County, New York. Successful insurance agency seeks an experienced Personal line Account Executive who works with various carriers including the High Net...High net worth
- ...About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time... ...gift and estate planning strategies to high-net-worth clients Significant experience in... ...income tax returns; Knowledge of fiduciary accounting concepts Technical expertise in relevant...SeniorHigh net worthFull time
$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorHigh net worth- ...days agoCommercial Insurance Marketing Account ExecutiveLocations: Greater NYCOur client... ...an experienced Marketing Account Executive to join its Commercial Lines team.Founded... ...estate organizations to construction firms, high-net-worth individuals, professional athletes, and...High net worthLocal areaRemote work
$130k - $150k
...management firm is seeking a Payroll Specialist to provide expertise in payroll operations across multi-state clients, including high net-worth families. This role requires over 10 years of payroll experience, strong communication skills, and knowledge of compliance and...SeniorHigh net worth- ...A respected boutique CPA firm is seeking a Senior Tax Accountant who combines strong tax expertise with exceptional client relationship skills... ...entertainment businesses, privately held companies, and high-net-worth individuals. They're looking for a relationship-driven...SeniorHigh net worth
- A progressive tax advisory firm is seeking a senior-level Tax Advisory professional to provide advanced planning and structuring for ultra high-net-worth clients. The role offers the opportunity to work in a fully remote environment with no billable-hour pressure. Candidates...SeniorHigh net worthRemote work
$150k - $210k
...will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...SeniorHigh net worthFull timeFixed term contractLocal area- ...Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations, businesses, and qualified plans. You will work with our advisory team and report to the President...SeniorHigh net worth
- 100KCrossing is seeking an experienced estate planning attorney to handle sophisticated planning challenges for high-net-worth individuals in New York. You will independently manage complex matters, mentor junior attorneys, and collaborate with tax and financial professionals...SeniorHigh net worthFlexible hours
$80k - $200k
Our client is a public accounting firm. They seek a Tax Senior or Manager to join their Manhattan, NY office.ResponsibilitiesAct as the primary point of contact for high-net-worth individuals and partnership clientsCultivate and maintain strong, long-term client relationshipsDeliver...SeniorHigh net worthWork at officeLocal areaRemote work$211.28k - $316.92k
...clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep... ...Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. Responsibilities...SeniorHigh net worthFull time- ...your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client... ...one of the largest and fastest growing accounting and advisory firms in the industryYou will... ...owned, closely held businesses and high net worth individuals with the solutions they need...SeniorHigh net worthFull timeTemporary workPrivate practiceLocal area
$100k - $110k
...Senior Tax Associate – Manhattan / Remote $100,000–$110,000 | Hybrid or Remote | 55-... ...Busy Season If you’re working in Public Accounting and wondering whether every tax season... ...be focused on either: Entity taxation High-Net-Worth individuals Or a combination of both You...SeniorHigh net worthWork at officeLocal areaRemote work- ...Lead impactful tax engagements and advise high-net-worth clients. Mentor teams and drive... ...complex tax planning.Job DescriptionTax Senior Manager OverviewThe Tax Senior Manager... ...Manager Job RequirementsBachelor’s degree in Accounting, Taxation, or related field; Master’s...SeniorHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax... ...compliance and consulting services to our high net worth clients. Significant knowledge of... ...Abilities:Education:Bachelor’s degree in Accounting, requiredMaster’s degree in Accounting...SeniorHigh net worthWork at office
- ...established NJ- based CPA firm is seeking a Senior Tax Manager to join its growing tax... ...and review complex tax engagements for high-net-worth individuals, partnerships, and closely... ...license required Bachelor’s degree in Accounting or related field (Master’s in Taxation...SeniorHigh net worthLocal area
$110 - $120 per hour
...Description We are a growing firm seeking a Tax Senior with at least 5 years of CPA-firm tax... ..., S corporations, C corporations, and high-net-worth individuals Handle multi-state filing... ...tax prep experience Must also have accounting chops to handle year end workpapers for...SeniorHigh net worthFor contractors- Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax planning,... ...Abilities:Education:Bachelors degree in Accounting or other relevant field required Masters...SeniorHigh net worthWork at office
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor... ...as new assets from new and existing High Net Worth clients focused in the US. - Responsible... ..., managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions...SeniorHigh net worth
- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~ Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or...SeniorHigh net worthWork at office
- ...your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client... ...one of the largest and fastest growing accounting and advisory firms in the industry You... ...planning and compliance functions for ultra-high net worth individuals and their families,...SeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
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