Private Client Advisor - High Net Worth Insurance
Mercer France
Mercer France is looking for a Private Client Advisor in San Diego, California to join the Client Advisory team. This role involves analyzing client needs, recommending insurance solutions, and ensuring exceptional service that drives client retention and referral business. Ideal candidates will bring at least 2 years of experience in personal lines insurance, particularly with high net worth clients. Benefits include generous time off, tuition reimbursement, and hybrid work options. #J-18808-Ljbffr
$52.6k - $98k
...Private Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, top workplace culture... ...McLennan Agency (MMA) provides business insurance, employee health & benefits,... ...personal lines insurance experience with high net worth clientele Property & Casualty (P&C) License...Private clientHigh net worthMinimum wageLocal areaNight shift$52.6k - $98k
...different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...lines insurance experience with High Net Worth clientele ~ Property & Casualty...Private clientHigh net worthMinimum wageLocal areaNight shift$80k - $200k
...Commercial Lines Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services organization with... ..., including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll...Private clientHigh net worthBase plus commissionImmediate start- ...Citrin Cooperman in San Diego, CA is seeking a Tax Staff in our Private Client Services (PCS) Department. The role involves preparing tax returns, assisting with audits, and collaborating with other tax professionals. A Bachelor's degree is required, and a Master's in...Private clientHigh net worth
$103.1k - $188.9k
...side with a range of clients from our most venerable... ...and Asset Management, Insurance, Real Estate, Hospitality... ...EY's FSO EDGE Private practice provides comprehensive... ...unique needs of the high-net worth tax industry. The team... ...make you a trusted advisor and role model for your...Private clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to... ...insurance solutions that put our clients in control. Our growing team of professionals... ...insurance programs tailored to high-net-worth and private client needs. Working alongside Producers...Private clientHigh net worthWork at officeLocal areaFlexible hours
$56k - $132k
...multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...Private clientHigh net worth- ...Citrin Cooperman is looking for a Tax Staff in their Private Client Services (PCS) Department located in San Diego, CA. This role involves preparing high net worth tax returns, organizing tax information, and assisting with audits. The ideal candidate will hold a Bachelor...Private clientHigh net worth
$325k - $425k
...EisnerAmper LLP in San Diego is seeking a Tax Partner within its Private Client Services practice. This role entails providing integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses. You will be responsible...Private clientHigh net worthPrivate practice- ...San Diego, California, is seeking an experienced tax professional to supervise a team and manage tax compliance for ultra-high net-worth clients. You will be responsible for delivering innovative tax solutions and overseeing complex tax returns while maintaining client...Private clientHigh net worth
$80k - $95k
...Wealth Advisory in San Diego is seeking a Client Services & Operations Specialist to provide excellent service for ultra-high-net-worth clients. You will be responsible for... ...along with various benefits, including health insurance and paid time off. #J-18808-Ljbffr...Private clientHigh net worth$120k - $200k
...EisnerAmper is looking for a Tax Senior Manager in La Jolla, California, who will lead tax planning and compliance for high-net-worth individuals. Candidates should have over 10 years of progressive tax experience and strong business development skills. This position...Private clientHigh net worth$109.2k - $202.8k
...Fairygodboss is looking for a Banking Advisor III based in San Diego, California. In this role, you will provide guidance on banking solutions to high‑net‑worth clients and manage a book of business. The ideal candidate will have over five years of experience and a Bachelor...Private clientHigh net worthFull time$60k - $95k
...Responsibilities Prepare individuals, trust returns (more complex and high net worth tax returns) and S-Corps and Partnerships Organizing tax... ...Communicate with Senior and/or Manager on work status and client issues that arise Collaborating with other tax professionals within...Private clientHigh net worthFull time- ...helper for wealthy individuals and business clients, giving them advice on taxes, following... ...tax laws, especially for businesses and high‑income individuals. Experience using tax... ...build trust and keep client information private in a busy, client‑focused environment. #J...Private clientHigh net worth
- ...Responsible For: Supervise a team, foster strong client relationships, prospect and contribute... ...and compliance functions for ultra‑high net‑worth individuals and their families, with a... ...financial services sector (hedge funds, private equity, and other investment‑related individuals...Private clientHigh net worthLocal area
- ...Bvlgari is seeking a Client Advisor in San Diego to deliver world-class luxury experiences and build lasting client relationships. The ideal candidate will engage high-net-worth clients, achieve sales targets, and act as a brand ambassador at exclusive events. This role...High net worth
$325k - $425k
...impact. We seek a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...advisory and compliance solutions to high net worth individuals, family offices, and... .... Responsibilities Serve as a trusted advisor to high-net-worth individuals, family...Private clientHigh net worthPrivate practiceLocal area$95k - $160k
...Credit, as well as International and Private Client services. This Founders & Tech Executive... ...the preparation and review of complex high-net-worth individual, fiduciary, gift and estate... ...executives Serving as a trusted advisor, managing client relationships through...Private clientHigh net worthLocal areaRemote work$72k - $77k
...Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves... ..., in collaboration with Financial Advisors, help propel the growth of our...Private clientHigh net worthFlexible hours$95k - $135k
...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of... ...., S corp. and partnership income tax returns Preparing high net worth individual returns Reviewing mid-level complexity C corp....Private clientHigh net worthWork at officeLocal area$95k - $120k
...PURE Insurance is seeking a Territory Manager based in California, particularly around San Diego. The role focuses on driving business growth through partnerships with brokers and high-net-worth clients. The ideal candidate has 5+ years of insurance experience, a bachelor...High net worth$155k - $190k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives... ...investments, banking, credit, insurance, charitable giving, and... ...interacting with High and Ultra High Net Worth clients Preferred Skills...High net worthTemporary workWork experience placement3 days per week$132.5k - $205k
...Private Banker Position Sunflower Bank, N.... ...for an energetic, highly motivated individual... ...enhance long-term client relationships with High-Net-Worth individuals and families... .... As a trusted advisor, this position manages... .../Dental/Vision Insurance ~ Company-paid Life...Private clientHigh net worthFull timeFlexible hours$110k - $300k
...Litigation Attorney Opportunities (Commercial Litigation / Insurance Defense / Trial Litigation) Locations: Los Angeles, CA;... ...carriers, corporations, healthcare providers, institutional clients, and high-net-worth individuals. Current Openings Civil Litigation Attorney Locations...High net worthRemote work- ...A leading insurance consulting firm is seeking a Senior Account Executive to manage key client relationships and negotiate terms with carriers. Responsibilities include overseeing client interactions, preparing marketing strategies, and supervising team members. The ideal...High net worth
$90k - $110k
...As one of the world’s largest insurance brokers, our focus is... ...insurance solutions that put our clients in control. Our growing team... ...as assigned. QUALIFICATIONS High School Diploma / GED; college... ...required lines and states. High Net Worth Experience. Familiar with Home...High net worthWork at officeLocal area$85k - $110k
...ve come together to create the next great insurance brokerage. We offer an unrivaled... ...experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual... ...manages a book of business to support high renewal rates. Collaborates with Client...Flexible hours- ...A global fintech leader is seeking a high-performing Client Advisor to join their San Diego team. This role focuses on revenue growth, leveraging... ...minimum of 2 years of client-facing experience, ideally in the insurance sector, and a commitment to providing consultative sales...
$70.3k - $150k
...combines the best of humans and high tech to offer multiple... ...of businesses and individual clients. We connect clients to solutions... ...grow what matters, including Insurance, Reinsurance, Cyber Services,... ...seeking a high-performing Client Advisor to drive new business, deepen...Immediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor - High Net Worth Insurance. Be the first to apply!
- online customer service representative Nacogdoches, TX
- customer advisor Nacogdoches, TX
- airport customer service agent Nacogdoches, TX
- customer support associate Nacogdoches, TX
- employee relations assistant Nacogdoches, TX
- participant services representative Nacogdoches, TX
- service agent Nacogdoches, TX
- insurance customer service advisor Nacogdoches, TX
- customer success associate Nacogdoches, TX
- customer service representative (remote from home) Nacogdoches, TX

