High-Net-Worth Private Client Advisor (Hybrid)
Oliver Wyman
Oliver Wyman, LLC is hiring a Client Advisor in Washington, DC. This role involves diving into client exposures and current coverages to recommend tailored products and services. The Client Advisor will provide proactive service, conduct renewals, and negotiate with insurance carriers. Ideal candidates will possess personal lines insurance experience and a P&C License. The position offers valuable benefits including generous time off, tuition reimbursement, and hybrid work opportunities. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the High-Net-Worth Private Client Advisor (Hybrid) in Washington DC vacancy
- ...Mercer France is seeking a Client Advisor to join the Client Advisory team in Washington, DC. In this dynamic role, you will dive into client... ...benefits, including time off, tuition reimbursement, and a hybrid work environment. Your efforts in client retention and business...Private clientHigh net worth
Mercer France
Washington DC1 day ago - ...Marsh & McLennan is looking for a Client Advisor in Washington, DC, to manage client exposures and client... ...of personal lines insurance experience with High Net Worth clients, including a P&C License. This role offers hybrid work and various benefits like generous time...Private clientHigh net worth
Marsh & McLennan
Washington DC1 day ago $70k - $90k
...Aon company, seeks an Account Executive to support its Private Client Group in Bethesda, Maryland. The role involves client interaction... ...and 5+ years in Personal Lines, specifically with High-Net-Worth clients. A hybrid work schedule is offered with competitive salary based...Private clientHigh net worthNFP, an Aon company
Bethesda, MD5 days ago$54.7k - $101.9k
...Client Advisor Marsh McLennan Agency (MMA) provides business insurance... ...& benefits, retirement, and private client insurance solutions to... ...lines insurance experience with High Net Worth clientele Property &... ...professional development opportunities Hybrid work Charitable contribution...Private clientHigh net worthMinimum wageLocal areaMarsh & McLennan
Washington DC2 days ago- ...Attorney Search is seeking an experienced Private Client International Trusts & Estates... ...in international estate planning for high-net-worth individuals, focusing on cross-border... ...obligations for overseas interests. A hybrid work schedule is available, along with...Private clientHigh net worthPart timeWork at officeOverseas
BCG Attorney Search
Washington DC4 days ago $120k - $140k
...seeking experienced professionals for a client service role in Washington D.C. Ideal... ...finance and a passion for working with high net worth families. Responsibilities include managing... ...needs and collaborating with various advisors. The role requires a Bachelor's degree,...Private clientHigh net worthBrown Advisory
Washington DC4 days ago$70k - $90k
...organization of consultative advisors and problem solvers.... ...approach. P&C Private Client Group (PCG/affluent lines... ...Street office on a hybrid work schedule. We will... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and who...Private clientHigh net worthWork at officeRemote workNFP
Bethesda, MD2 days ago$80k - $100k
...specialize in helping our clients navigate the complex... ...Join us in working on high-profile projects that shape... ...to assisting high-net‑worth individuals in achieving... ...talk about you! Client Advisor You’ll be an ambassador... ...insurance, real estate, private banking, wealth management...Private clientHigh net worthWork at officeFlexible hoursHenley & Partners - The Firm of Global Citizens®
Washington DC1 day ago$120k - $140k
...purposefully built and nurtured our client‑first culture. Position Summary Brown Advisory’s Private Client Service team is... ...service‑related activity for high net worth families, family offices, endowments... ...of collaboration with outside advisors, (accountants, attorneys) to...Private clientHigh net worthTemporary workWork experience placementH1bWork at officeBrown Advisory
Washington DC4 days ago- ...Overview A law firm seeks an experienced Private Client International Trusts & Estates... ...in international estate planning for high-net-worth individuals and companies, with a focus... ...solutions to meet client needs. Benefits Hybrid in-office/remote work schedule for greater...Private clientHigh net worthPart timeWork at officeRemote workOverseasFlexible hours
$46.8k - $87.4k
...different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA).... ...preferred Previous experience servicing High Net Worth Clientele Proficiency in the daily... ...development opportunities Hybrid work Charitable contribution match...Private clientHigh net worthMinimum wageWork at officeLocal areaNight shiftMarsh & McLennan
Washington DC13 days ago- ...NACBA is seeking a Business Development Executive for its Private Client Services National team. This role focuses on generating new business... ...and group insurance products. The position offers a hybrid work model, generous time off, and opportunities for professional...Private client
NACBA
Washington DC2 days ago $90k - $143k
...seeking a Tax Senior Associate or Supervisor to join their Private Client Services team in Bethesda, Maryland. The successful candidate... ...relationships, specializing in tax planning and preparation for high-net-worth individuals. The position requires a Bachelor's degree in...Private clientHigh net worthFlexible hoursWeaver
Bethesda, MD4 days ago- ...BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate for its Washington, DC office. The successful candidate... ...focus on providing sophisticated estate planning services to high net worth clients and handling estate and trust administration. This...Private clientHigh net worthWork at office
BCG Attorney Search
Washington DC4 days ago - ...Management Professional for their Washington D.C. office. In this role, you will leverage your client service skills and financial knowledge to support ultra-high net worth clients. You'll be responsible for managing client relationships and ensuring their investment objectives...Private clientHigh net worthWork at office
Goldman Sachs Bank AG
Washington DC1 day ago $103.1k - $188.9k
...side with a range of clients from our most venerable... ...opportunity EY's FSO EDGE Private practice provides... ...unique needs of the high-net worth tax industry. The team... ...make you a trusted advisor and role model for your... ...led and leader-enabled hybrid model. Our expectation...Private clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hoursEY
Washington DC4 days ago- ...McLennan Agency is seeking a Business Development Specialist for MMA Private Client Services in Washington. The ideal candidate will have a broker... .... The position offers generous time off, tuition reimbursement, and a hybrid work model. #J-18808-Ljbffr Marsh McLennan AgencyPrivate client
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning to individuals and families... ...a diverse client base, from those starting to save to high-net-worth clients. The role emphasizes building strong client relationships...Private clientHigh net worth
- ...complexities that include affluent clientele and high-value homes. You’ll work with major... ..., terms, and conditions for high net worth clients. Skills & Experience At least three (... ...policies (home and auto) with knowledge of private client programs and marketing processes...Private clientHigh net worth
- ...Executive . This role combines traditional client service elements, like working on... ...opportunities. Because of their focus in high-net-worth personal lines, they want to continue building... ...(home and auto) with knowledge of private client programs and marketing processes...Private clientHigh net worth
Capstone Search Group Inc
Washington DC4 days ago - ...Private Client Advisor Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity. Exceptional experience. Sometimes... ...Continually manages a book of business to support high renewal rates. Collaborates with Client...Private clientFull timeWork at officeFlexible hours
Andreini
Washington DC2 days ago $260k - $390k
...healthcare, and tax-exempt organization clients. Responsibilities Advise nonprofit and... ...maintaining tax-exempt status Advise on private foundation rules, UBIT, excess benefit... ...dissolutions Philanthropic planning for high‑net‑worth individuals and businesses...Private clientHigh net worthPrivate practiceWork at officeDirect Counsel
Washington DC1 day ago- ...Leading Age Virginia in Huntington, Virginia is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships and deliver personalized investment solutions while fostering a culture of diversity. The ideal...Private client
Leading Age Virginia
Alexandria, VA4 days ago - ...J.P. Morgan Chase is looking for a Private Client Advisor in Arlington, Virginia. In this role, you will provide comprehensive financial planning and investment solutions to clients, ensuring their financial goals are met. The ideal candidate will have at least 2 years...Private client
Leading Age Virginia
Arlington, VA5 days ago - ...and utilize sales tools effectively. You'll leverage your expertise to manage a book of business, ensuring high renewal rates while collaborating closely with Client Services. This role requires proficiency in Microsoft Suite and Salesforce, along with a strong...Private clientFlexible hours
Trucordia Insurance Services, LLC
Washington DC1 day ago - ...Representative to meet sales quotas, utilize marketing tools, and manage client relationships effectively. The ideal candidate will hold a state... .... Responsibilities include closing new business and maintaining high renewal rates while collaborating with Client Services. Offers...Private client
Trucordia
Washington DC15 hours ago $80k - $100k
...Henley & Partners is seeking a Client Advisor in Washington, D.C. to help clients navigate investment migration and citizenship planning. As an ambassador for the firm, you'll convert leads into client cases, providing top-notch service and advisory capabilities. This...Private clientHenley & Partners
Washington DC1 day ago- ...is seeking an experienced individual in Chevy Chase, MD for a client management role. You will lead business development efforts, identify... ...experience. The ideal candidate possesses over 12 years in private banking or complex financial services, along with strong...Private client
$75k - $160k
...The Goldman Sachs Group is seeking Wealth Management Professionals in Washington, DC to enhance client relationships and provide operational support. The role requires strong client service skills and organizational abilities to manage investments and client interactions...Private clientThe Goldman Sachs Group
Washington DC1 day ago- ...Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact...Private clientHigh net worthWork at officeLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High-Net-Worth Private Client Advisor (Hybrid). Be the first to apply!
Related searches
- online customer service representative Washington DC
- customer advisor Washington DC
- airport customer service agent Washington DC
- customer support associate Washington DC
- employee relations assistant Washington DC
- participant services representative Washington DC
- customer service representative 1st shift Washington DC
- inbound call center customer service representative Washington DC
- service agent Washington DC
- insurance customer service advisor Washington DC