Elite High-Net-Worth Personal Lines Advisor
$70k - $90kRemoteFetch
RemoteFetch is looking for an Account Executive in Morristown, NJ to engage with clients in the High-Net-Worth insurance sector. This role focuses on managing client relationships, preparing applications for new business, and ensuring client retention targets are met. The Account Executive will negotiate terms with carriers and prepare annual reviews, working closely with both clients and insurance representatives. Candidates need to have a P&C license and relevant experience in personal lines insurance. A competitive salary of $70,000 to $90,000 is offered along with extensive benefits. #J-18808-Ljbffr RemoteFetch
$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises... ...experience tremendous growth and high volume of client referrals... ...Demonstrated expertise advising high-net-worth and ultra-high-net-worth... ...intelligence, and high personal integrity. Collaborative,...High net worthWork at office- Bank of America in Florham Park seeks a dedicated Financial Advisor to work with high-net worth clients. This role involves developing relationships, understanding client needs, and providing financial advice tailored to their goals. The ideal candidate should possess FINRA...High net worth
- Bank of America is seeking a Merrill Advisor Development Program - Financial Advisor to work with high-net worth individuals in Florham Park, New Jersey. This role involves identifying client needs and developing lasting relationships, while collaborating with experienced...High net worth
- A leading wealth management firm in New Jersey seeks an Associate Wealth Advisor to support high-net worth clients. This role involves preparing wealth plans, documenting client discussions, and transitioning client relationships. Candidates must possess strong communication...High net worth
$80k - $100k
...Client Relationship Consultant in Morristown, NJ. This hybrid role involves collaborating with wealth advisors to build and maintain relationships with high-net worth individuals and institutional clients. Candidates should have over two years of financial and client service...High net worth$70k - $90k
...organization of consultative advisors and problem solvers.... ...Group (PCG/affluent lines) is a division of NFP... ...and families seeking personal lines products in the... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and who...High net worthWork at officeRemote work$46.8k - $87.4k
...thrive as a Private Client Advisor at Marsh McLennan Agency (MMA... ...North America, we combine the personalized service model of a local... ...degree and two years of personal lines insurance experience... ...Previous experience servicing High Net Worth Clientele Proficiency in...High net worthMinimum wageWork at officeLocal areaNight shift- ...who will be collaborating with a team of wealth advisors. This individual should be comfortable with... ...order to build and maintain relationships with high-net worth individuals and institutional clients. The ideal person will be someone who can multitask and prioritize...High net worthWork at officeWork from home
$125k - $150k
...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...Serve as primary advisor and relationship manager on key client... ...client assets. We combine a boutique's personal service, creativity and objective advice...High net worthPermanent employmentTemporary workWork at officeFlexible hours- ...and teamwork across multiple departments. The ideal candidate should have a minimum of 5 years underwriting experience in high-net-worth personal lines, with strong analytical and communication skills. We offer a competitive compensation plan, a hybrid work schedule, and...High net worth
$90k - $140k
...organization of consultative advisors and problem solvers.... ...Group (PCG/affluent lines) is a division of NFP... ...and families seeking personal lines products in the... ...responsibility for multiple highly complex clients. In... ...Lines and High Net Worth/Private Client Group (...High net worthFull timeWork at officeLocal areaImmediate startWork from homeShift work2 days per week3 days per week$85k - $145k
...Wealth Advisor, UHNW (Morristown, NJ) For 40 years, Mercer Advisors has worked with... ...was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set... ...Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial...High net worthTemporary workWork at officeRemote workMonday to Friday$97k - $127k
...your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a... ...like to meet you. Associate Wealth Advisors work with high-net worth clients and... ...country. We combine a boutique's personal service, creativity and objective advice...High net worthPermanent employmentTemporary workWork at officeFlexible hours$125k - $150k
...don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational... ...an experienced Associate Wealth Advisor, holding a CFP or equivalent designation... ...people and supporting both professional and personal well-being through a comprehensive...High net worthSummer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift$100k
...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their... ...responsible for working with high-net worth clients in a Merrill branch with... ...as detailed by the specific line of business incentive plan provisions...High net worthHourly payWork at officeShift workDay shift$80k - $90k
Role Specifics As a Merrill Advisor Development Program - Financial... ...responsible for working with high-net worth individuals identifying needs... ...compliance, and personal growth and development according... ...as detailed by the specific line of business incentive plan provisions...High net worthInterim roleImmediate startShift workDay shift- ...team. This role is geared towards individuals who are passionate about engaging with high-net-worth clients and building their own practice with solid support and mentorship. Advisors will focus on advanced estate planning, tax-efficient strategies, and business succession...High net worth
$75k - $130k
...Personal Lines Underwriter At Berkley One, you'll play a pivotal role... ...across multiple teams to ensure high-quality underwriting outcomes... ...of agents. Act as a trusted advisor by understanding their needs,... ...experience in high net worth personal lines. Customer-Centric...High net worthFull timeWork at officeRemote workFlexible hoursNight shift$100k - $140k
.... Our mission is to deliver highly personalized risk and claims management through... ...The Ultra High Net Worth Underwriter at Berkley One... ...of agents. Act as a trusted advisor by understanding their needs... ...in high-net-worth personal lines. Underwriting Expertise:...High net worthFull timeWork at officeRemote workFlexible hoursNight shift- Bank of America is looking for an Advisor Development Program Financial Solutions Advisor (ADPFSAI) in Town of Dover. As an ADPFSAI... ...within Merrill Wealth Management, focusing on affluent and high-net-worth clients. The ideal candidate displays confidence, strong communication...High net worthTraineeship
- WealthBridge Financial Group is seeking a Private Wealth Advisor in Mendham, NJ to work with high-net-worth individuals, families, and business owners. The role focuses on advanced estate planning, tax-efficient wealth transfer strategies, and building client relationships...High net worth
- ...Wealth Partners , we are committed to empowering our partner advisors by providing exceptional financial advice and solutions.... ...strategies and other financial planning topics. Guide high-income and high net-worth individuals towards their financial goals. Create...High net worth
- ...Description : Looking for that "NYC flair" but in Suburban NJ? Then this retail broker is for you! Manage a personal book of VIP/High Net Worth personal lines book of business to include fine arts, collectables, antique cars, kidnap and ransom, etc., while supervising...High net worthWork at office
- ...existing investments and insurance from high net worth customer segment, primarily Retail and... ...Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners... .... Serve as primary PIC (Supervisor/Person-in-Charge) to lead and manage customer...High net worthWork experience placementBank staffWork at office
- ...WealthBridge Financial Group, we specialize in helping high-net-worth individuals, families, business owners, and... ...with CPAs, attorneys, and other trusted advisors. By combining innovation, education, and personalized guidance, we help clients protect their assets,...High net worthFlexible hours
- brobstongroup.com - Jobboard is seeking a Client Advisor located in Short Hills, New Jersey. In this role, you will deliver a world-class luxury experience, build lasting relationships with high-net-worth clients, and achieve sales targets through expert storytelling and...High net worth
$150k - $200k
...for a motivated real estate professional with 3 to 5+ years of experience to join their successful team. You will engage with high-net-worth clients, conduct market research, coordinate property showings, and negotiate sales. This role offers a compensation range of $...High net worth- ...Description : Growing New York office searching for a solid High Net Worth Personal Lines Account Manager will service a Personal Lines Book of Business (Large Accounts with complex needs) including application preparation and submission, policy renewals, proposal...High net worthWork at office
$89k - $101k
Senior Account Executive -- Personal Lines page is loaded## Senior Account Executive -- Personal Linesremote type: Hybrid Workinglocations... ...responsibilities include:*** Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios...High net worthWork experience placementWork at officeLocal area- ...through investment advice and guidance. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage‑I (... ...these skills while building a new portfolio of affluent and high‑net‑worth clients. The Academy supports you with dedicated programs, tools...High net worthTraineeshipWork at officeLocal areaImmediate startShift workDay shift
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