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

Private Client Insurance Advisor — High Net Worth

World Insurance Associates LLC

A leading financial services organization is seeking a Sales Executive - Personal Lines / High Net Worth in Rochester, MI. The role involves cultivating relationships with affluent clients, providing tailored insurance solutions, and leveraging a comprehensive risk-management approach. The compensation package includes a competitive base salary and commissions, with significant earning potential based on performance. #J-18808-Ljbffr World Insurance Associates LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Insurance Advisor — High Net Worth in Rochester, MI vacancy
  •  ...leading financial services organization in Michigan seeks a Personal Lines Private Client Advisor to manage and cultivate relationships with high-net-worth clients. You will provide customized insurance solutions, deliver an exceptional client experience, and leverage a... 
    Private client
    High net worth

    World Insurance As

    Rochester, MI
    2 days ago
  • A financial services company in Birmingham, MI is seeking a Private Banking Service Specialist II to provide exceptional service to high net worth clients. Responsibilities include managing daily client interactions, processing loan requests, and resolving complex account... 
    Private client
    High net worth
    Work at office
    Flexible hours

    Huntington Bancshares, Inc.

    Birmingham, MI
    3 days ago
  • A financial institution in Birmingham, MI is seeking a Private Banking Service Specialist II to support high net worth clients and assist with personal and business deposit accounts, consumer lending, and mortgages. Candidates must have a high school diploma, at least three... 
    Private client
    High net worth
    Remote job

    Huntington Bank

    Birmingham, MI
    20 hours ago
  • $60k - $200k

    World Insurance Associates (“World”) is a unique financial services organization with...  ...Sales Producer - Commercial Lines Client Advisor Position Overview World’s Client...  ...traditional commercial lines insurance, high net worth / private client, employee benefits, human... 
    Private client
    High net worth
    Base plus commission
    Immediate start

    World Insurance As

    Rochester, MI
    2 days ago
  • $60k - $200k

    Position Overview World Insurance Associates ("World") is a unique financial services...  ...& HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to...  ...cultivate, and manage relationships with high-net-worth individuals and families, providing... 
    Private client
    High net worth
    Base plus commission
    Immediate start

    World Insurance As

    Rochester, MI
    2 days ago
  • $110k - $150k

     ...services to our Pass-Through clients. Job Duties Performs tax...  ...working together to serve our high net worth clients with timely...  ...software tools. Acts as a Career Advisor to associates and senior associates...  ...experience working in the private client area, i.e., working... 
    Private client
    High net worth
    Work at office

    BDO USA, LLP

    Troy, MI
    1 day ago
  • A leading financial services company is seeking a Private Client Advisor in Michigan to build client relationships and deliver personalized investment solutions. This role requires at least 2 years in a Financial Advisor position and the ability to educate clients on investment... 
    Private client

    JPMorgan Chase & Co.

    Waterford, MI
    2 days ago
  • A leading financial services firm in Bloomfield Hills is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse client base. The ideal candidate will excel in building client relationships and have a solid understanding of... 
    Private client

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    1 day ago
  • Description Summary: The Private Banking Service Specialist II provides...  ...support for Private Banking Clients. Partners with one or more...  ...service model to high net worth clients. Duties & Responsibilities...  ...(trust documents, insurance policies, business documents... 
    Private client
    High net worth
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Birmingham, MI
    3 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...  ...Life, Health and Long Term Care Insurance license is required or must be obtained... 
    Private client

    JPMorgan Chase & Co.

    Troy, MI
    4 days ago
  • A growing insurance agency in Troy, Michigan, is looking for dedicated professionals to connect with customers and address their insurance needs. The role involves developing insurance quotes, managing the sales pipeline, and providing excellent customer service. Ideal... 

    Financial Services of America

    Troy, MI
    3 days ago
  •  ...enthusiasm for helping our clients, taking care of our employees...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management,...  ..., Health and Long Term Care Insurance license is required or must...  ...opportunity employer and place a high value on diversity and... 
    Private client

    JPMorganChase

    Waterford, MI
    4 days ago
  •  ...top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity...  ...Job Summary We are seeking a Personal Lines High Net Worth Client Advisor to join our growing team. The Personal Lines... 
    High net worth
    Temporary work
    Work at office
    Flexible hours

    Acrisure

    Waterford, MI
    1 day ago
  •  ...Auburn Hills, Michigan is seeking a Financial Advisor to join their Advisor Development Program. In this role, you'll work with high-net-worth individuals, developing relationships and...  ...building a book of business, assessing client needs, and delivering investment... 
    High net worth

    Bank of America

    Auburn Hills, MI
    3 days ago
  • A leading wealth management firm is looking for candidates for their Advisor Development Program, focusing on engaging high-net worth clients and providing tailored financial advice. Successful candidates will be trained through comprehensive programs at Bank of America... 
    High net worth

    National Black MBA Association

    Auburn Hills, MI
    3 days ago
  • A wealth management firm is seeking a Financial Advisor to assist high-net-worth individuals in achieving their financial goals. The role includes developing client relationships, recommending tailored investment products, and engaging in training to promote personal growth... 
    High net worth
    Day shift

    National Black MBA Association

    Auburn Hills, MI
    3 days ago
  •  ...entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals....  ...tax laws as required. Analyze client information and offer recommendations for...  ...effectively with tax managers, advisors, and their clients in a timely and professional... 
    High net worth
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Rochester Hills, MI
    20 hours ago
  •  ...enjoy helping seniors? We are seeking Helpers and caregivers for private, non-medical senior care in Rochester, MI, 48307. This role...  ...Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired... 
    Private client
    Full time
    Temporary work
    Part time
    Flexible hours

    Herewith Inc.

    Rochester, MI
    13 days ago
  • A leading financial services firm is seeking a Private Client Advisor to offer personalized financial planning and investment solutions to clients. Responsibilities include building strong client relationships, fostering a culture of diversity, and easily educating clients... 
    Private client

    JPMorganChase

    Waterford, MI
    4 days ago
  • Lifetime Insurance Services, Inc. is seeking licensed Life insurance agents in Utica, Michigan, to maximize revenue through cross-selling...  ...training will be provided, allowing agents to focus on fewer clients for higher earnings. Join us to potentially earn a six-figure income... 

    Lifetime Insurance Services, Inc.

    Utica, MI
    3 days ago
  •  ...through investment advice and guidance. The Advisor Development Program As an Advisor...  ...you will be responsible for working with high‑net‑worth individuals identifying needs,...  ...goals of both existing and prospective clients. Additionally, you’ll have the opportunity... 
    High net worth
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Auburn Hills, MI
    3 days ago
  • Overview General Summary The Project Manager is responsible for managing multiple projects for private land development clients. Projects include planning, design and management for our industrial, commercial, and residential clients. Responsibilities Primary Duties... 
    Private client
    Full time
    Work at office
    Local area
    Monday to Friday

    PEA Group

    Auburn Hills, MI
    1 day ago
  • A dynamic insurance agency is seeking motivated individuals for a sales position aimed at revolutionizing the insurance industry. Join a...  ...work environment where responsibilities include engaging with clients through phone or Zoom, utilizing a leads-driven business model... 
    Remote job
    Daily paid
    Flexible hours

    Emergent Financial Group

    Macomb, MI
    3 days ago
  •  ...firm in Sterling Heights seeks a Tax Manager for Estate, Gift, and Trust. The role involves overseeing tax compliance for high-net-worth clients, mentoring staff, and developing tax strategies. Candidates should have a Bachelor's degree in accounting, relevant experience... 
    High net worth

    Uhy Llp

    Sterling Heights, MI
    2 days ago
  • TwinThread is looking for a Private Client Advisor to join their team in Troy, MI. This role involves offering comprehensive financial planning and personalized investment solutions to clients. Ideal candidates should have at least 2 years of experience in a Financial... 
    Private client

    TwinThread

    Troy, MI
    4 days ago
  • A leading financial services firm in Birmingham, MI, is looking for a Private Client Banker to manage banking relationships for affluent clients. The role involves acquiring new clients, providing tailored financial advice, and ensuring compliance with banking regulations... 
    Private client

    JPMorgan Chase & Co.

    Birmingham, MI
    4 days ago
  • A leading global financial services firm is seeking a Private Client Investment Associate to provide client service and operational support...  ...within Wealth Management. Responsibilities include managing Advisors' books of business, facilitating operational requests, and... 
    Private client

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    1 day ago
  •  ...based in Troy, MI to oversee and grow a $94M+ portfolio of High-Net-Worth clients. This role involves managing agency relationships, overseeing...  ...candidate will have strong experience in personal lines insurance, possess excellent relationship-building skills, and be committed... 
    High net worth

    Chubb

    Troy, MI
    1 day ago
  • A leading financial institution is seeking candidates for its Advisor Development Program. As a Financial Advisor, you will work closely with high-net-worth clients, helping them achieve their financial goals through tailored investment advice. The program offers extensive... 
    High net worth

    Bank of America

    Bloomfield Hills, MI
    20 hours ago
  •  ...is seeking a Manager: Operations & Manufacturing in Troy, MI. This role focuses on enhancing manufacturing operations for private equity clients. The ideal candidate has 7-10 years of experience, including 4+ years in manufacturing. Responsibilities include evaluating... 
    Private client

    Alvarez & Marsal Deutschland GmbH

    Troy, MI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Insurance Advisor — High Net Worth. Be the first to apply!