HNW Private Client Insurance Advisor
World Insurance Associates LLC
World Insurance Associates LLC is seeking a Private Client Sales Executive to identify and develop relationships with high-net-worth individuals, offering tailored personal insurance solutions with a white-glove service approach. You will collaborate with the Private Client team and carrier partners to design customized risk management programs, leveraging AMS360/Epic/HubSpot to manage a growing book of business. #J-18808-Ljbffr World Insurance Associates LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the HNW Private Client Insurance Advisor in Farmingville, NY vacancy
- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series...Private client
$60k - $200k
...Overview Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed...Private clientHigh net worthBase plus commissionImmediate startWorld Insurance Associates LLC
Farmingville, NY13 hours ago- ...JPMorgan Chase Bank, N.A. in Hauppauge is looking for a Private Client Advisor to provide tailored financial planning and advice. This role supports individuals and families, from new savers to affluent clients, enhancing their investment experience. The ideal candidate...Private client
JPMorgan Chase Bank, N.A.
Hauppauge, NY4 days ago $60k - $200k
...Job Description World Insurance Associates (“World”) is... ...platform, you’ll help clients protect their assets, lifestyles... ...and High-Net-Worth (HNW) accounts. Develop... ...personal insurance and private client solutions by... ...Serve as a trusted advisor by understanding clients...Private clientHigh net worthPrivate practiceImmediate start- ...and service an assigned High-Net-Worth (HNW) book of business with accounts exceeding... ...applications, and binder processing. Create insurance applications, supplemental forms, binders... ...Auto ID cards. Conduct comprehensive client renewal reviews to support retention....Private clientHigh net worthWork at officeRelocation packageShift work
- KeyCorp in Ridge, NY is seeking a dedicated Private Client Banker to provide tailored financial solutions for clients with up to $2M in investable assets. This role involves assessing clients' financial needs, developing strong relationships, and ensuring compliance with...Private client
$25 - $38.46 per hour
Role, Inc. is seeking a Private Client Banker in Ridge, New York to serve as a trusted advisor and partner to clients. The Private Client Banker will focus on building client relationships while providing tailored financial solutions for individuals and businesses. This...Private clientHourly pay- JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions while embracing...Private client
- .... The Firm's employees serve clients worldwide including corporations... ...Morgan Stanley Financial Advisors across all channels to offer... ...services to institutional and private clients (e.g., Defined Benefit... ...buildout of Morgan Stanley’s OCIO insurance proposition—developing...Private clientHigh net worthTemporary workWork at officeWorldwide
$23 - $30 per hour
...Representative to enhance customer relations and support our agency's operations. This role requires providing information about insurance services, assisting with applications, and responding to inquiries timely. The ideal candidate should possess excellent communication...Hourly payFull time- Effie Knuth - State Farm Agent in the Town of Islip is looking for a qualified and empathetic professional to fill the Life Insurance Position. This role involves marketing life/health insurance services and providing essential support to customers as they navigate their...Flexible hours
$66.56k - $99.32k
...Financial Advisor Associate Work Location: Medford, New York, United... ...with TD Wealth prospects and clients to attract and retain clients... ...regarding investment and insurance strategies and products, and recommend... ...clients to appropriate HNW Wealth partners, as needed...High net worthTemporary workTraineeshipWork experience placementWork at office- JPMorgan Chase & Co. in Center Moriches is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. This role involves building client relationships and fostering a culture of diversity while helping clients navigate...Private client
$160k - $210k
...niche in sophisticated tax and accounting, private equity, M&A, international work and genuinely interesting private clients. The kind of clients whose returns require a... .... Software: CCH Axcess Health, vision, life insurance, SIMPLE IRA with match, and flexible PTO. How...Private client16 hoursFull timeWork at officeLocal areaFlexible hoursDistinct | North America
Central Islip, NY13 hours ago- ...engineering, construction management, and land surveying services to both public and private sector clients. KSE offers a full range of employee benefits, including medical, dental and vision insurances, a 401(k) plan, paid time off, Flexible Spending Accounts (FSAs), long- and...Private clientTemporary workWork at officeFlexible hours
Kseng
Hauppauge, NY4 days ago $150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood, NY | $150,000-$155,000 base + incentive Schedule: 100% Onsite | Monday-Friday About... ...boutique RIA on Long Island that delivers a true white‑glove client experience for high‑net‑worth families. This is a relationship...High net worthLocal areaImmediate startMonday to Friday$20 - $22 per hour
...Employees Generous Paid Time Off Policy Medical, Dental, and Vision Insurance Flexible Spending Account Basic Group Life AD&D Insurance (No... .... Essential Duties And Responsibilities Ensure that all clients are treated with dignity and respect. Affirming care for Lesbian...Daily paidFull timePart timeWork at officeFlexible hoursNight shiftSeafield Center Alcohol and Substance Abuse Treatment
Medford, NY5 days ago- RESPONSIBILITIES: Bilingual candidates are encouraged to apply Answering phones Filing General Office Duties Other tasks as assigned by the Supervisor LOCATION: Canaan Elementary School HOURS: 9:15am - 1:00pm Position Start Date:08/31/2026 Application...Work at office
Patchogue-Medford School District
Patchogue, NY3 days ago $17 - $24.23 per hour
...Summary: Teller provides excellent service to clients by assisting them with processing... ...Compliance, HR, etc. Provide support for the Private Client Groups as needed. May be asked... ..., dental, vision, life, and disability insurance, as well as a comprehensive leave...Private clientLocal areaNight shiftFlagstar Bank
Hauppauge, NY3 days ago- ...Manager with daily operational needs. The ideal candidate ensures clients are treated with respect and handles calls professionally. The... ...experience in a similar role and strong communication skills. Benefits include generous PTO and various insurances. #J-18808-Ljbffr...Full timePart timeWork at office
Seafield Center Alcohol and Substance Abuse Treatment
Medford, NY3 days ago $18 - $20 per hour
Tropical Vibes & Impacting Lives! You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a ...Goldfish Swim School
Centereach, NY4 days ago- Jennifer O'Brien State Farm Agency in Smithtown, NY, is looking for a State Farm Insurance Agent to join their team. This role is vital to building customer relationships and promoting various State Farm products such as auto, home, and life insurance. The ideal candidate...
- ...Receptionist We are looking for a receptionist to be responsible for greeting clients and visitors to our facility. To be successful in this role, you will need excellent written and verbal communication skills, as well as competency in Microsoft Office applications...Full timeWork at officeShift workWeekend workWeekday work
Medford Multicare Center
Medford, NY1 day ago - TJ Maxx at USA TJ Maxx Store 1539 Medford NY is hiring part‑time associates to deliver exceptional customer service and keep the store inviting and well‑organized. You will interact with customers, handle purchases, and support multiple store areas to meet business needs...Part time
The TJX Companies , Inc.
Medford, NY1 day ago - ...Job Title Private Client Banker in Branch Banking Job Description You have a passion for taking care of our customers and employees... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Private clientAfternoon shift
$19.46 - $22.46 per hour
...~ Paid Parental Leave ~ Adoption Reimbursement ~ Disability Benefits (short term and long term) ~ Life and Accidental Death Insurance ~ Supplemental benefit programs: critical illness, accident hospital indemnity/group legal ~ Employee Assistance Programs (EAP...Hourly payTemporary workLocal areaFlexible hoursAT&T
Lake Grove, NY2 days ago$18.17 per hour
Administrative, Facilities Location 162 Long Island Avenue, Holtsville, NY, 11742, United States Base Pay $18.17 - $18.17 / Hour Other Compensation $5.09 per hour Health & Welfare (excluding Overtime) Job Category Administrative, Facilities Industry Facilities...Hourly pay- Clerical Aide 10 Month Bilingual candidates encouraged to apply Responsibilities: Answer phone calls General office duties Other tasks as assigned by supervisor Hours: 12:15 p.m. 4:00 p.m. Kenmore-Town of Tonawanda School DistrictWork at office
$75k - $90k
Registered Private Client Associate - Hauppauge, NY Janney Montgomery Scott LLC, 100 Motor Parkway... ...closely with our Janney Financial Advisors (“FAs”) to enhance and grow their business... ..., disability income protection, life insurance, PTO/vacation, holidays, and 401(k)....Private clientFull timeWork at officeImmediate startWork from homeHome office$18 - $22 per hour
...Position at Autoland USA As a receptionist at Autoland USA in Selden, NY, you will be the first point of contact for all visitors and clients. You will handle the flow of people through the business and ensure that all receptionist responsibilities are completed accurately...Hourly payWeekly payWork experience placementWork at officeTantillo Auto Group
Patchogue, NY7 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Private Client Insurance Advisor. Be the first to apply!
Related searches
- dental insurance Farmingville, NY
- insurance Farmingville, NY
- entry level insurance sales Farmingville, NY
- insurance sales part time Farmingville, NY
- work from home dental insurance Farmingville, NY
- customer service representative hybrid
- telecom customer service representative
- customer service representative collector
- client data administrator
- insurance customer service advisor