Private Client Advisor
$52.6k - $98kMercer France
Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us 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, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is keyanticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations. Our future colleague. We'd love to meet you if your professional track record includes these skills: 2 + years' personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C) License Client service orientation with balance on managing expectations Ability to travel for client and company meetings as needed These additional qualifications are a plus, but not required to apply: Bachelor's degree Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities The applicable base salary range for this role is $52,600 to $98,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. The applicable base salary range for this role is $66,000 to $123,100. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. #J-18808-Ljbffr Mercer France
$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...Private clientRemote work$66k - $123.1k
Mercer France in Los Angeles is looking for a Private Client Advisor to deliver tailored insurance solutions for high net worth clients. In this role, you will analyze client needs and negotiate coverage options while ensuring exceptional service. With a requirement of...Private client$23 - $27 per hour
A luxury fashion house in Beverly Hills seeks a Private Client Advisor to foster relationships with high-net-worth clients and promote high-end products. You will aim for significant sales growth while ensuring an exceptional client experience. Ideal candidates have 5+...Private clientNight shiftWeekend work$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...Private client- TwinThread seeks a Private Client Advisor in Gardena, California, to offer comprehensive financial planning and personalized investment solutions to a diverse client base. The role requires a deep understanding of financial markets, relationship management, and the ability...Private client
- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for...Private client
- JPMorgan Chase seeks a Private Client Advisor in Los Angeles, CA to provide comprehensive financial planning and investment solutions. In this role, you'll build client relationships and educate them about available tools to monitor their investments. A minimum of 2 years...Private client
$56k - $132k
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance...Private client- ...Job Description Job Description Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned... ...with Ultra-High Net Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding the organization's footprint...Private clientWork at officeLocal area
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client
- ...Description At J.P. Morgan Chase, we are committed to helping clients achieve their financial goals, fostering diversity and... ...through our investment solutions and digital technology. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
$100k - $120k
...advisory firm, we specialize in helping our clients navigate the complex landscape of... ...let talk about you! As a Client Advisor you’ll be an ambassador for H&P by establishing... ...in investment, insurance, real state, private banking, or wealth management. ~ Knowledge...Private clientWork at officeFlexible hours$23 - $27 per hour
Overview Position The Private Client Advisor will be responsible for promoting all high-end product categories to both our existing & prospect VIC/high net-worth clients. The achievement of this will be due through personally achieving the targeted sales objectives given...Private clientHourly payTemporary workLocal areaFlexible hoursNight shiftWeekend work$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for clients and prospects as their trusted advisor, providing integrated recommendations... ...within 90 days of start date 12+ years of private banking and/or complex financial services...Private clientWork at officeShift workDay shift$100k - $180k
About the Role Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying...Private clientImmediate start- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private clientFull time
- ...Benefits include a salary range of $100k-$125k, bonuses, and a hybrid work environment. Ideal candidates are CPA holders with strong analytical and communication skills, eager to support private equity clients and improve financial processes. #J-18808-Ljbffr Palm Tree LLCPrivate client
- ...Managing Director, Private Wealth Advisor About the Company Prominent investment management firm Industry Investment Management Type... ...to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building...Private client
- ...seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities include building client...Private clientRemote work
- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists...Private client
- A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...Private client
$32k - $50k
.... We are an organization of consultative advisors and problem solvers. We help companies and... ...administrative and servicing support for client accounts. In this role, the Account... ...Personal Risk Account Managers and, as needed, Private Client Account Executives to support day-...Private clientRemote jobFull timeWork from homeShift work- The CurEnt Group in Los Angeles is seeking a dynamic sales professional for a client-facing role focused on luxury entertainment. You'll connect private clients and businesses with exclusive access to premier sports and entertainment events. Applicants should have 1-2...Private clientBase plus commissionAfternoon shift
$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...Private client- ...seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience in federal tax compliance, with skills in...Private client
- ...seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's...Private client
- A leading premium spirits company seeks a U.S. Private Client Manager to drive growth within the ultra-premium spirits category. The role involves developing relationships with ultra-high-net-worth clients and executing strategies to enhance sales. Ideal candidates will...Private client
$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...Private client- CBIZ is seeking an experienced professional to join their Los Angeles office as a trusted advisor for clients. This role involves managing client relationships, guiding staff, and ensuring deliverables meet quality standards. Ideal candidates will have 5 years in public...Private clientWork at office
$84k - $110k
...financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns,... ...exceptional client service, offering a competitive salary range of $84,000 - $110,000 annually. #J-18808-Ljbffr BDO Capital Advisors, LLCPrivate client
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