J.P. Morgan Wealth Management Private Client Advisor - Dallas, TX
Chase
Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.) We will count on you to: Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage. Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems. Serve as the lead advisory colleague on medium-sized or moderately complex accounts. Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments. Cultivate a deep understanding of clients’ strategic business priorities, risk strategies, and risk management needs to provide bespoke advice. Review clients’ exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services. Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client. Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives. Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects. What you need to have: Must have a Bachelor's degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position. Must have five (5) years of experience with all of the following: Working in the field of claims or in a role that assists/consults clients in navigating property claims; Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios; Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies; Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients; Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms; Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment; Providing claims support for commercial insurance programs, including programs involving captive insurance structures. 10% domestic and international travel is required to various and unanticipated company and client sites. Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting View email address on click.appcast.io. Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. #J-18808-Ljbffr Chase
- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning...Private client
- ...Job Description At J.P. Morgan Chase, we have an... ...enthusiasm for helping our clients, taking care of our... .... As a Private Client Investment Associate... ...in J.P. Morgan Wealth Management, you will provide client... ...to Private Client Advisors within Wealth Management...Private client
- ...reporting solutions to clients and help with business... ...with background in wealth management and / or family office... ...financial goals. Our advisor-led wealth management... ...technology, data and design.Private Wealth Management (PWM... ...be primary placed in Dallas,...SuggestedWork at office
- ...investment advisory and asset management services.Job... ...Operations Manager to join Private Client Division in our Dallas (Southwest) Region. This position... ...Branch Managers in Dallas, TX, Scottsdale, AZ and Nashville... ...closely with Financial Advisors and other team membersHigh...Private clientWork at officeLocal area
$20 per hour
...analytical testing services to clients across multiple... ...network supports public and private clients—including DoD,... ...Technician in Dallas, TX. Responsibilities Assist... ...Friday from 9 a.m. to 6 p.m. with overtime and weekends... ...Opportunity employer. #J-18808-Ljbffr...Private clientFull timeTemporary workMonday to FridayWeekend work- ...Job Description Job Description Project Manager - Dallas, TX Project Manager - Dallas, TX Full-Time | On-Site | Dallas, TX... ...project and construction management services to public and private clients nationwide. We value our employees by fostering a culture...Private clientFull timeContract workFor contractorsLocal area
- ...Specialist within J.P. Morgan's Outsourced... .... Based in Dallas, this individual... ...for driving client acquisition and... ...assets under management in the South region... ...with local advisors to build... ...hedge funds, private equity, private... ...Morgan Asset & Wealth Management delivers...Work at officeLocal area
- ...Job Description Job Description Quality Manager – Dallas, TX Quality Manager – Dallas, TX Full-Time | On-Site | Dallas, TX... ...project and construction management services to public and private clients nationwide. We value our employees by fostering a culture...Private clientFull timeLocal area
- YOUR IMPACTAre you ready to redefine the future of wealth management? As a Product Manager, you will be at the forefront of transforming... ...cutting-edge digital solutions that empower both clients and advisors. You will not just build features; you will own the end-to...
- ...box? Associates on the Wealth Management Risk Team will gain... ...business. OUR IMPACT Private Wealth Management (PWM... ...foundations. PWM assists clients with building and preserving... ...Advise Private Wealth Advisors (PWAs) on how to... ...Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles,...Work at office
- J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth... ...asset managers for the Global Private Bank, and advising clients on allocations... ...:Working closely with Investment Advisors and Bankers in the U.S., as well...Private client
$65k - $75k
...Associate, Apartments.com - Dallas, TX CoStar Group is a... .... Included in the S&P 500 Index, CoStar Group... ...marketplace for owners, property managers and consumers.... ...presentations and in-person client visits, you will advise... ...clients as a trusted advisor to their strategic...Full timeFlexible hours- ...J.P. Morgan Chase in Dallas, Texas, is looking for a Private Client Advisor to offer tailored financial planning and investment advice. This role requires at least two... ...on digital tools for better investment management. A valid Series 7 and Series 66 license are mandatory...Private client
- ...Description Asset & Wealth Management Division: Across... ...Goldman Sachs helps empower clients and customers around... ...goals. The Private Wealth management (PWM... ...and deployed to support Advisor & Alternative Capital... ...management and organizational skills #J-18808-LjbffrLocal area
- ...Vice President based in Dallas to report to the COO of Wealth Solutions and partner with... ...growth.OUR IMPACTWealth Management Across Wealth Management... ...Goldman Sachs helps empower clients and customers around the... ...financial goals. Our advisor-led wealth management businesses...Work experience placement
$87.36k - $131.04k
...6Posted: 2026-07-16Location: Dallas, Texas, United StatesSalary:... ...60,00 - $131 040,00Category: Private Client Coverage, WealthCompany: CitiThis... ...judgment, and escalating, managing, and transparently reporting... ...preference for prior experience in wealth management or other financial...Private clientFull time- ...Public Accounting and Integrated Wealth Management firm headquartered in Dallas, Texas. Established in the late 19... ...worth individuals, families, and privately held businesses throughout the Dallas... ...The firm serves a diverse client base including high net worth individuals...Full timeWork at office
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...support to Investors in managing client relationships. Additionally... ...and work with Client Advisors to conduct 'what-if' scenario... ....P. Morgan Asset & Wealth Management delivers industry...Private client
- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...endowments. PWM Teams work one-on-one with clients to advise and deliver customized... ...and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...
$65k - $70k
...BUSINESS DEVELOPMENT MANAGER (DALLAS, TX) INTRODUCTION A & Associates is a nationally recognized staffing and workforce solutions... ...recruitment, and security guard services to public and private sector clients. Our reputation has been built upon excellence,...Private clientFull timeTemporary workWork at officeLocal areaMonday to Friday- ...leading financial institution in Dallas is seeking a Private Banker – Managing Director to provide exceptional wealth management services. The role... ...planning while managing client relationships. Candidates should... ...growth within a prestigious team.#J-18808-Ljbffr...
- ...services relationship management career? Vanguard is... ...our growing Advice & Wealth Management division as... ...ultra-high-net-worth clients, each holding between... ...increasing share of wallet, private equity, trusts,... ....SummaryLocation: Dallas/Ft. Worth, TX; Charlotte, NC; Malvern...Full timeWork at officeRemote workRelocation packageMonday to Friday
- ...Automation Engineer (Dallas)What We DoAt Goldman Sachs... ...problems for our clients. Join our engineering... ...building solutions in risk management, big data, mobile and... ...environment.Asset & Wealth Management Engineering... ...financial goals. Our advisor-led wealth management...Immediate start
$120k - $145k
...perspectives that help our clients achieve their most... ...fairness opinion advisor over the past 25... ...TAS) team assists private equity and... ...Boston, Chicago, Dallas, Houston or New York... ...achievability of management’s budget, operational... ...GA, USA; Houston, TX, USA; New York, NY...Private clientFull timeWork at officeWorldwide- ...closely with portfolio managers, and the ability to think... ...skills, and client service are essential to... ...Office (GPO). OUR IMPACT Wealth ManagementAcross Wealth... ...their financial goals. Our advisor-led wealth management businesses... ..., data and design.Private Wealth Management (PWM)...Work at office
- Our ImpactAcross Asset & Wealth Management (AWM), Goldman Sachs empowers clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and... ...tailored lending solutions. Within AWM, the Private Bank delivers competitive borrowing...Private clientWorldwide
- ...IMPACTAre you an analytical client professional with a... ...planning, risk management and insurance plannings... ...IMPACTWealth ManagementAcross Wealth Management, Goldman... ...financial goals. Our advisor-led wealth management... ...technology, data and design.Private Wealth Management (PWM...Work at office
$170k - $300k
Job ID: 97435570448Posted: 2026-07-13Location: Dallas, Texas, United StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe Investment Counselor Team Lead manages multiple teams through other managers. In-...Private clientFull time$1,472 per week
...Registered Nurse (RN) | Case Manager Location: Dallas, TX Agency: Coast Medical Service Pay: $1,472 per week Shift Information:... ...and was included on the Inc. 5000 list of fastest growing private companies in America, as well as the Los Angeles Business...Daily paidFull timeContract workImmediate startShift work- OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ..., Institutional and Retail clients. As a focal point for one of... ...investing, income, management of wealth concentration and values... ...portfolios managers, financial advisors, sales people, and end investors...
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