Senior Private Client Advisor — Hybrid & High-Net-Worth
Marsh McLennan Agency
Marsh McLennan Agency is seeking a Senior Private Client Advisor to join our Private Client Services team in a hybrid role. You’ll analyze client exposures and loss experiences to tailor coverages, present market data, and advise on complex risks while driving client retention and growth. The candidate should have 3+ years of personal lines experience with High‑Net‑Worth clients, a P&C license, and strong client-service orientation. #J-18808-Ljbffr Marsh McLennan Agency
- ...in Minneapolis is looking for a Senior Private Client Advisor to support and manage a high-volume book of business for Private... ...lines insurance with High Net Worth clients, along with a Property &... ...off, tuition reimbursement, and a hybrid work model. #J-18808-Ljbffr Marsh...SeniorPrivate clientHigh net worth
$66k - $123.1k
...Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P... ...development opportunities Hybrid work Charitable contribution match...SeniorPrivate clientHigh net worthMinimum wageLocal areaNight shift$75k - $84k
A leading global accounting firm is seeking a Tax Senior in Private Client Services. This role involves delivering tax compliance and consulting services to high-net-worth clients, preparing complex tax returns, and mentoring junior staff. Ideal candidates will have a strong...SeniorPrivate clientHigh net worth$150k - $210k
...-based positions Collaborate with the Private Client Services and Trust & Estate groups on... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper... ...middle-market companies, as well as high net worth individuals, family offices, not-for-...SeniorPrivate clientHigh net worthFull timeFixed term contractLocal area- EisnerAmper LLP in Minneapolis, MN seeks a Tax Senior Manager to lead our Private Client Services Trust & Estate / High-Net-Worth team. You will oversee complex tax planning... ...client engagements, develop trusted advisor relationships, and contribute to business development...SeniorPrivate clientHigh net worth
- EisnerAmper seeks a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. The successful candidate will oversee tax planning and compliance for high-net-worth individuals and families, while mentoring staff and...SeniorPrivate clientHigh net worthLocal area
- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth... ...experience. ~8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network...Private clientHigh net worth
$160k - $200k
...reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted... ...guidance and building long-term trusted advisor relationships.Collaborate with PCS leadership...SeniorPrivate clientHigh net worthFull timeLocal area$126.1k - $253k
...change, empowering our clients and people to realize... ...nowhere like RSM.Our Ultra High Net Worth Multi-Generational... ...attorneys, and other advisors, along with subject matter... ...’ goals. As a Tax Senior Manager, you will be responsible... ...with an emphasis on private client taxation...SeniorPrivate clientHigh net worthFull timeWork experience placementInternshipLocal area- Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...planning.A Tax Experienced Senior, Private Client... ...with clients and their advisors to gather information...SeniorPrivate clientHigh net worthPrivate practiceWork at office
- ...Join to apply for the Tax Senior Associate role at EisnerAmper Job Description At... ...seeking Tax Senior Associate to join the Private Client Services (PCS) team. This role is to... ...family owned, closely held businesses and high net worth individuals with the solutions they...SeniorPrivate clientHigh net worthTemporary workWork at officeLocal area
- Job Summary:Private Client Services at BDO is a boutique practice... ...our firm. Offering a high touch approach, we... ...serving high net-worth individuals, their families... ...insurance planning.A Tax Senior Manager, Private Client... ...toolsActs as a Career Advisor to associates and...SeniorPrivate clientHigh net worthPrivate practiceWork at office
- Bank of America is seeking an experienced private banking professional in Minneapolis to lead client process management and drive new business opportunities. You will deliver a branded client experience, understand client wealth strategies, and provide integrated recommendations...SeniorPrivate client
$75k - $100k
...EisnerAmper Tax Senior Associate At EisnerAmper, we look for individuals who welcome... ...a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to... ...family owned, closely held businesses and high net worth individuals with the solutions they...SeniorPrivate clientHigh net worthTemporary workWork at officeLocal area$110k - $250k
...work with a complex and diverse variety of clients, or specialized if you prefer! We want... ...Culture Flexible Hours Large net but regional focus = growth opportunity... ...Accounting, 1+ year as a Tax Manager High Net Worth experience CPA Interested in hearing...SeniorPrivate clientHigh net worthLocal areaRemote workFlexible hours$84k - $110k
Job Summary Private Client Services at BDO is a boutique practice... ...our firm. We offer a high‑touch approach, serving high‑net‑worth individuals, families, family... ...planning. A Tax Senior in Private Client Services... ...with clients and their advisors to gather information required...SeniorPrivate clientHigh net worthWork at office$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive,... ...employee health & benefits, retirement, and private client insurance solutions to... ...professional development opportunities Hybrid work Charitable contribution match programs...SeniorPrivate clientMinimum wageLocal areaNight shift$110k - $140k
...seeking a Tax Manager to join the Private Client Services (PCS) practice. We... ..., as EisnerAmper follows a hybrid working model and has... ...development of associates and seniors.Prepare and review tax returns... ...closely held businesses and high net worth individuals with the...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area$24.87 - $41.45 per hour
...Overview:**Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator...Private clientHigh net worthHourly payWork experience placementImmediate start- ...This role will sit onsite, likely in a hybrid capacity, at the location(s) listed in... ...extended based on company business needs.Senior Client Reporting SpecialistThe Senior Client... ...Management to service Institutional and High Net Worth clients investing in the company's products...SeniorHigh net worthFull timeWork at office
- ...global professional services firm seeks a Private Tax Manager in Minneapolis. This role involves advising high-growth private companies and managing client relationships. Candidates must have a... ...comprehensive benefits package and a hybrid work model, fostering professional...SeniorPrivate client
$95k - $140k
...trusted and innovative tax solutions to its clients, but it creates new opportunities for... ...their careers in a fulfilling way. A hybrid between a general tax practice and a hyper... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-...SeniorHigh net worthFull timeWork at officeLocal area- ...Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job... ...serves a diverse portfolio of clients across industries and is... ...corporations, partnerships, and high-net-worth individuals Provide... ..., serving as a trusted tax advisor Mentor, train, and...SeniorHigh net worthFull timeRemote workFlexible hours
- ...firm, partnering with clients to solve the world’s most... ...opportunity for a Senior Environmental Planner -... ...the Midwest region.This hybrid role can be based out of... ...EPP team serves numerous private industry and public utility... ...related to high-profile infrastructure...SeniorPrivate clientWork at officeLocal areaWorldwideFlexible hours
- ...EisnerAmper is seeking a Senior Consultant - CDBG-DRin... ...a fully remote or hybrid role, if you are located... ..., and deliverySupport clients in maintaining... ..., etc.). As strategic advisors, we provide services that... ...companies, as well as high net worth individuals, family offices...SeniorHigh net worthFull timeWork at officeLocal areaRemote work
- ...Tax Principal in Minnesota to lead tax engagements, drive growth, and mentor a team of professionals in a hybrid work environment. You will partner with clients and firm leadership to minimize tax liabilities while ensuring compliance with evolving tax laws and offering...
- ...DescriptionEisnerAmper is seeking a Senior Consultant - FEMA in... ...For:· Support clients in maintaining... ..., etc.). As strategic advisors, we provide services that... ...companies, as well as high net worth individuals, family offices... ....com#LI-LH1#LI-Hybrid#LI-RemotePreferred Location...SeniorHigh net worthFull timeWork at officeLocal area
$170k - $250k
...consulting firm is seeking a Tax Managing Director for its Private Client Services in Minneapolis, Minnesota. This role involves leading... ...top-notch tax compliance and consulting services to high-net-worth clients. The ideal candidate has over ten years of relevant...Private clientHigh net worth$25 - $34 per hour
...Senior Administrative Assistant IThe OpportunityUlteig... ...outstanding, engaging, highly organized, Senior... ...focused on people – both our clients and our employees –for... ...wide range of public and private clients.At Ulteig, we... ...choose to work remotely, hybrid or in office....SeniorPrivate clientHourly payWork at officeRemote workWork from homeFlexible hours- ...Spahr LLP in Minneapolis is seeking an experienced Estate Specialist/Tax Accountant to support tax and estate planning needs. This hybrid position requires preparing fiduciary income tax returns and estate tax returns. The ideal candidate will have a Bachelor’s degree...Private client
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!
- inbound call center customer service representative Minneapolis, MN
- work from home customer service advisor Minneapolis, MN
- card services representative Minneapolis, MN
- customer relations specialist Minneapolis, MN
- customer service associate Minneapolis, MN
- e-commerce customer service representative Minneapolis, MN
- customer service representative remote Minneapolis, MN
- client service representative Minneapolis, MN
- full time customer service associate Minneapolis, MN
- customer service expert Minneapolis, MN


