Senior Private Client Advisor — Hybrid, High‑Net‑Worth
Dormont Manufacturing Co
Marsh McLennan Agency is seeking a Senior Client Advisor in New York to develop comprehensive insurance solutions for High-Net-Worth clients. This role involves analyzing client needs and presenting tailored proposals. The ideal candidate will possess at least 3 years of relevant insurance experience and a strong client service orientation. The position includes benefits such as generous time off, tuition reimbursement, and a hybrid work model. #J-18808-Ljbffr Dormont Manufacturing Co
$89.5k - $166.9k
Marsh McLennan Agency is seeking a Senior Private Client Advisor based in New York. In this role, you... ...comprehensive insurance solutions to High-Net-Worth clients, delivering proactive service... ...programs. The position offers a hybrid work model and a competitive salary...SeniorPrivate clientHigh net worth$54.7k - $101.9k
Marsh McLennan Agency is seeking a Client Advisor to provide tailored insurance solutions for High Net Worth clientele. In this role, you will manage client relationships... ...time off, tuition reimbursement, and a hybrid work model. #J-18808-Ljbffr Dormont Manufacturing...Private clientHigh net worth$280k - $345k
...Senior Matrimonial Attorney (Hybrid) $280000 - $345000 per year | New York, NY... ...firm known for handling high‑stakes, financially... ...for discerning private clients. Our practice is focused... ...attorneys are trusted advisors on matters involving high‑net‑worth divorces, complex financial...SeniorPrivate clientHigh net worthPermanent employmentLocal areaFlexible hours$89.5k - $166.9k
...Senior Private Client Advisor Hybrid to our NY Metro office Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn... ...plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&C) License ~...SeniorPrivate clientHigh net worthMinimum wageWork at officeLocal areaNight shift- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...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
- ...Responsibilities Preparation and review tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as... ...develop a framework for tax strategies that best align with client needs and goals Assist in identifying and promoting the...SeniorPrivate clientHigh net worthLocal areaFlexible hours
- ...law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team... ...planning, with a focus on advising high‑net‑worth international families and... ...capabilities. Benefits Hybrid work environment with remote...SeniorPrivate clientHigh net worthRemote work
$127.9k - $291.9k
...- Financial Services - Private Client Services - Tax Services Senior Manager EDGE Location... ...the unique needs of the high-net worth tax industry. The team has... ...and status as a trusted advisor to maintain and further... ...-led and leader-enabled hybrid model. Our expectation is...SeniorPrivate clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Tax Senior Manager – Private Client Services (PCS) At EisnerAmper we seek dynamic professionals who welcome... ...and compliance functions for ultra‑high net worth individuals and their families.... ...colleagues and firm. Location NewYork (Hybrid working model). Equal Opportunity Employer...SeniorPrivate clientHigh net worthLocal area
- ...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
- ...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
$280k - $345k
...Senior Matrimonial Attorney (Hybrid) $280,000 - $345,000 New York, NY We are a top‑tier family law firm offering a... ...City with a regional presence, we handle high‑stakes, financially complex matters for discerning private clients. Our practice focuses exclusively on family...SeniorPrivate clientFlexible hours$100k - $120k
Brown Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients... ...experience, as well as Spanish proficiency. This hybrid role includes 4 days in the office and offers a...SeniorPrivate clientWork at office- ...Manufacturing Co in New York is looking for a HNW Tax Senior Manager to oversee complex tax engagements for high net worth clients. You will manage teams, providing expert... ...strong grasp of estate and trust tax laws. A hybrid work model is available and the salary range...SeniorHigh net worth
- 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
- Tax Partner - Private Client Group (Trusts & Estates) job... ...Raton, FL Work Model: Hybrid (Minimum 1 day in... ...Employment Type: Full-Time Seniority Level: Executive... ...and estates to serve high-net-worth individuals and families... ...attorneys, financial advisors, and internal teams...Private clientHigh net worthFull timeWork at officeRelocation1 day per week
- 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 reporting... ...for professional growth in a collaborative, hybrid work setting. #J-18808-Ljbffr Daley And Associates...SeniorPrivate client
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience... ...regulations. The position offers a hybrid schedule, emphasizing both in-office...SeniorHigh net worthWork at officeFlexible hours
$175k - $275k
Hybrid Matrimonial Attorney - Build a Long‑Term Law Practice at a... ...law firm known for handling high‑stakes, financially complex matters for discerning private clients. Our attorneys are trusted advisors on matters involving high‑net‑worth divorces, complex financial structures...Private clientHigh net worthLocal areaFlexible hours$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE004444 Full-Time Hybrid Locations NY - New York City 245 Park Ave New York,... ...and compliance functions for high-net-worth individuals and their families...SeniorPrivate clientHigh net worthFull timeLocal areaFlexible hours3 days per week£75k per year
...experienced Independent Financial Advisor (IFA) to join their team. The successful candidate will manage a full client portfolio, including high-net-worth clients, and will receive strong support... ...package. The role allows for hybrid working, though the candidate should...SeniorHigh net worthLocal area- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...SeniorHigh net worth
$120k - $150k
Advice Personnel is seeking a Senior Accountant to join their prestigious family office in Midtown Manhattan. This hybrid position entails providing accounting, tax, financial reporting, and advisory support to high-net-worth individuals and families. The ideal candidate...SeniorHigh net worthWork at office- ...and tax returns, and ensuring compliance with filing requirements. Candidates should have a Bachelor's degree and 5+ years of relevant experience. This role offers a hybrid work schedule and the chance to work with high-net-worth clients. #J-18808-Ljbffr SourcePro SearchSeniorHigh net worth
$90k - $110k
...Senior Tax Associate (Texas Remote) Pay Range: $90,000 – $110,000 per year... ...working on behalf of a tax and advisory client involved in real estate and private equity. We are hiring a Senior Tax... ...clients (small businesses, high‑net‑worth individuals, trusts) and private‑equity...SeniorPrivate clientHigh net worthRemote work$175k - $250k
Senior Associate - Transaction Advisory Services (SALT)... ...New York | Philadelphia Hybrid (4 days in-office) Total... ...an opportunity to join a high-performing, entrepreneurial team advising private equity firms, lenders,... ...live deal environments, client interaction, and accelerated...SeniorPrivate clientWork at officeLocal area- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorPrivate clientHigh net worth
$220k - $250k
...nationally recognized firm is seeking a mid-senior Trusts & Estates Associate (4+ years) to join its Private Client department in their New York office. The salary... ...trust administration experience to work with high-net-worth individuals, families, and fiduciaries on...SeniorPrivate clientHigh net worthWork at office$70k - $90k
...organization of consultative advisors and problem solvers.... ...approach. P&C Private Client Group (PCG/affluent lines... ...Street office on a hybrid work schedule. We will... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and who...Private clientHigh net worthRemote jobWork at office
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