Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Advisor — Hybrid, High‑Net‑Worth in New York, NY vacancy
  • $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... 
    Senior
    Private client
    High net worth

    Dormont Manufacturing Co

    New York, NY
    3 days ago
  • $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 client
    High net worth

    Dormont Manufacturing Co

    New York, NY
    4 days ago
  • $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... 
    Senior
    Private client
    High net worth
    Permanent employment
    Local area
    Flexible hours

    Australia-Employment

    New York, NY
    4 days ago
  • $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 ~... 
    Senior
    Private client
    High net worth
    Minimum wage
    Work at office
    Local area
    Night shift

    Oliver Wyman, LLC

    New York, NY
    5 days ago
  • 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... 
    Senior
    Private client
    High net worth

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private client
    High net worth
    Work at office

    Risk Strategies Company

    New York, NY
    5 days ago
  •  ...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... 
    Senior
    Private client
    High net worth
    Local area
    Flexible hours

    Dormont Manufacturing Co

    New York, NY
    3 days ago
  •  ...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... 
    Senior
    Private client
    High net worth
    Remote work

    BCG Attorney Search

    New York, NY
    5 days ago
  • $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... 
    Senior
    Private client
    High net worth
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    New York, NY
    1 day ago
  •  ...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... 
    Senior
    Private client
    High net worth
    Local area

    EisnerAmper

    New York, NY
    1 day ago
  •  ...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 client
    High net worth
    Remote job
    Work at office

    Private Client Select Insurance Services LLC

    New York, NY
    3 days ago
  •  ...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 client
    High net worth
    Work at office
    Remote work
    Flexible hours

    LHH

    New York, NY
    1 day ago
  • $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... 
    Senior
    Private client
    Flexible hours

    City of Plant City

    New York, NY
    2 days ago
  • $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... 
    Senior
    Private client
    Work at office

    Brown Brothers Harriman

    New York, NY
    1 day ago
  •  ...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... 
    Senior
    High net worth

    Dormont Manufacturing Co

    New York, NY
    3 days ago
  • 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... 
    Senior
    High net worth

    U.S. Bank

    New York, NY
    1 day ago
  • 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 client
    High net worth
    Full time
    Work at office
    Relocation
    1 day per week

    Payfuture Technologies

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private client

    Daley And Associates, LLC

    New York, NY
    3 days ago
  • 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... 
    Senior
    High net worth
    Work at office
    Flexible hours

    U.S. Bank

    New York, NY
    3 days ago
  • $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 client
    High net worth
    Local area
    Flexible hours

    Jobot

    New York, NY
    3 days ago
  • $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... 
    Senior
    Private client
    High net worth
    Full time
    Local area
    Flexible hours
    3 days per week

    PKFOD

    New York, NY
    3 days ago
  • £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... 
    Senior
    High net worth
    Local area

    Astral Recruitment

    New York, NY
    2 days ago
  • 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... 
    Senior
    High net worth

    M&T Bank Corporation

    New York, NY
    4 days ago
  • $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... 
    Senior
    High net worth
    Work at office

    Advice Personnel

    New York, NY
    2 days ago
  •  ...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 Search
    Senior
    High net worth

    SourcePro Search

    New York, NY
    3 days ago
  • $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... 
    Senior
    Private client
    High net worth
    Remote work

    Vaco by Highspring

    New York, NY
    2 days ago
  • $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... 
    Senior
    Private client
    Work at office
    Local area

    Trades Workforce Solutions

    New York, NY
    2 days ago
  • 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... 
    Senior
    Private client
    High net worth

    Citrin Cooperman

    New York, NY
    2 days ago
  • $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... 
    Senior
    Private client
    High net worth
    Work at office

    Marina Sirras & Associates LLC

    New York, NY
    1 day ago
  • $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 client
    High net worth
    Remote job
    Work at office

    AON

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Advisor — Hybrid, High‑Net‑Worth. Be the first to apply!