Senior Client Advisor High-Net-Worth Insurance Strategy
USI Insurance Services
A leading insurance brokerage is looking for a qualified candidate to manage high net worth and affluent client accounts in Denver, Colorado. This role involves maintaining client relationships, providing technical insurance expertise, and achieving high retention rates on accounts. The ideal candidate should have extensive experience in personal lines property and casualty insurance and effective communication skills. The position offers competitive salary, benefits, and a commitment to professional development in a dynamic culture. #J-18808-Ljbffr
- A leading insurance brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication...SeniorHigh net worth
$70k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...Provide technical expertise (knowledge of insurance coverage and products, staying abreast on... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management...SeniorHigh net worthTemporary workLocal areaFlexible hours- ...Senior Director Of Corporate Philanthropy At Boys... ...for leading a high-performing team to raise... ...foundations, and high-net-worth individuals—driving all... ...Develop and implement strategies to retain, renew, and... ...license and ability to be insured under the company's insurance...SeniorHigh net worthWork at officeRemote workWork from homeFlexible hours1 day per week
$80k - $95k
...Why Work at Mercer Advisors? For more than... ..., tax, estate, insurance, and more, all managed... ...to act in our clients' best interests —... ...Summary: The Senior Portfolio Consultant... ...transitions and high net worth clients. This... ...available investment strategies clearly and...SeniorHigh net worthTemporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- ...Senior Director, Principal Gifts About the Company Philanthropic organization... ...development of individualized engagement strategies that align with the organization's mission... ...in fundraising, particularly with high net-worth donors. The ideal candidate will have 8...SeniorHigh net worth
- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and build long-term client relationships. This role requires... ...developing personalized financial strategies for high-net-worth individuals and families within an...SeniorHigh net worth
- Cocpa is seeking a high-performing Accounting Manager in Denver to work closely with high-net-worth clients including professional athletes and entrepreneurs. This role includes advising clients on tax strategies, preparing budgets, and providing financial support while...High net worth
- ...independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...expirations and avoid coverage lapses. Make insurance program recommendations. Respond to... ...proposals and summaries of insurance. Maintain high accuracy in agency and document...SeniorHigh net worthTemporary workLocal areaFlexible hours
- ...Description Tax Manager / Senior Tax Manager (Fully... ...Opportunity A highly respected boutique... ...growing private client group. This is a... ...in high-net-worth individual, trust,... ...and wealth transfer strategies Manage and mentor... ...attorneys, and financial advisors Conduct...SeniorHigh net worthFull timeRemote work
$60k - $200k
...World Insurance Associates (“World”) is a unique financial... ...HR solutions. Private Client Sales Executive (Client Advisor) Position Overview... ...relationships, with an emphasis on high-net-worth households. You will... ...sales and marketing strategies—supported by World’s...High net worthBase plus commissionImmediate start$125k
...Private Client Tax Senior Manager Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and... ...estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax...SeniorHigh net worthFlexible hours$75k - $100k
...expertise in serving ultra-high-net-worth individuals and families. Our... ...Position Overview As a tax senior associate on our personal financial... ...Responsibilities Client relationship management -... ...while incorporating strategies to optimize tax outcomes for...SeniorHigh net worthLocal area$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible... ...services to business clients with pass through... ...and wealth retention strategies, as well as taxation... ...together to serve our high net worth clients with timely responses... ...Acts as a Career Advisor to associates and...SeniorHigh net worthWork at office- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...long‑term relationships with clients. The role partners closely with high-net‑worth individuals and families to develop personalized financial strategies and help clients make the most...SeniorHigh net worth
$189.2k - $372.9k
...Senior Manager, Insurance Solutions Join our AI & Engineering team... ...impact on our clients' success. You'll work... ...delivery of business strategy and operations projects... ...the invisible safety net behind everything else... ...practitioners serve as trusted advisors to our clients,...Senior$145k - $175k
...advisory, and private client services. At... .... We offer a high-performing yet... ...Serve as a key advisor to clients on tax planning strategies, transaction... ...for our high-net-worth clients and their... ...managers and senior associates through... ...and disability insurance ~401(k)...SeniorHigh net worthFull timeLocal area- IAT Insurance Group, Inc. is seeking a Surety Underwriting Manager in Greenwood Village, Colorado. The role involves handling routine underwriting responsibilities and collaborating with both contract and commercial surety. The ideal candidate will have a Bachelor’s degree...SeniorContract work
$130k - $196.2k
...assurance firm, providing clients with a genuine coast-... ...Tilly (BT) as a Tax Senior Manager! This is a... ...be a valued business advisor delivering industry-focused... ...the state and local, high net worth, international, research... ...regarding applicable strategies, see the "big picture"...SeniorHigh net worthLocal areaWorldwide- EisnerAmper LLP is seeking a Tax Senior Manager in Denver to lead the Private Client Services team. This role entails supervising a dynamic team, ensuring... ..., and delivering proactive insights for ultra-high net worth individuals. The ideal candidate must have a Bachelor...SeniorHigh net worthRemote job
$87.4k - $123.4k
...Yourself. The Senior Wealth Advisor, Practice Lead plays... ...vital role in helping clients achieve long-term... ...contact for moderate- and high-net-worth households. This... ...clients through portfolio strategy conversations and... ..., vision and life insurance Retirement...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$70k - $80k
Job Title: Insurance Producer, Personal Lines Salary... ...Consultative Sales, Client Management About the... ...business working with high-net-worth and middle-market personal... ...clients on coverage strategies for home, auto,... ...professionals, financial advisors, attorneys, and other...High net worth- ...Senior Personal Lines Underwriter (HNW) Location... ...team. As a high-net-worth underwriter, you will... ...specialty risks for affluent clients. You will collaborate... ...bachelor’s degree in insurance, business risk... ...structural mitigation strategies. Proficiency with...High net worthWork at officeRemote workFlexible hours
$70k - $130k
...Capital Markets, LLC is seeking a Senior Associate Wealth Strategist based... ...wealth transfer planning for our high net worth and ultra-high net worth clients. Responsibilities include consulting... ...Wealth Strategists and Financial Advisors. The ideal candidate should possess...SeniorHigh net worth$166k - $249k
Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt... ...a strong track record of advising high-net-worth clients and growing relationships through... ...investment management, estate planning, tax strategy, and risk management. You will build...SeniorHigh net worthFull timeWork at officeFlexible hours$90k - $125k
...supervising of Private Client Service Teams... ...guidance regarding renewal strategies and client retention,... ...between Producers, Client Advisors, and Placement Teams to... ...and delivering high quality service that meets... ...experience in private client insurance preferred Property...Temporary workLocal areaFlexible hours$102k - $190k
...patrimoineWe’re seeking a Senior Private Banker to join... ...relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region. We’re... ...growth and retention strategy the portfolio.Provides... ...becoming their trusted advisor.Leads a deal team to meet...SeniorHigh net worthTemporary workShift work$205k - $273k
...winner in Business Insurance. We are an... ...organization of consultative advisors and problem... ...Summary: The Senior Private Equity... ...from initial market strategy through policy delivery... ...achieve optimal client outcomes.... ...deliver complete, high-quality submissions...Senior$91k - $321.5k
...advice and guidance to clients on tax planning, compliance, and strategy. These individuals help... ...compliance services to high-net-worth individuals and privately... ...Growing as a strategic advisor, you leverage your... ...the owners of PwC. As a Senior Manager you are expected...SeniorHigh net worthFull timeH1bRemote work- ...is looking for experienced Financial Advisors or Private Bankers to join as senior partners. This role offers the opportunity to work with high net worth and ultra-high net worth families in... ...build relationships with HNW/UHNW clients and must hold the necessary financial...SeniorHigh net worthWork at office
$200k - $240k
...'s right for our clients. At CIBC, we embrace... ...be doing As a Senior Wealth Strategist... ...Managers and high net worth (HNW) clients to... ...philanthropic vehicles, life insurance programs, and... ...: Develop strategies for wealth transfer... ...and outside advisors (i.e., attorneys,...SeniorHigh net worthRemote work
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