Senior HNW Personal Lines Account Executive & Advisor
NFP Corp
A leading consulting firm in Los Angeles is seeking a Senior Account Executive to manage client relationships and negotiate complex insurance terms. The candidate will lead initiatives with carriers and clients, and their ability to analyze financial reports is crucial. Experience of over 8 years in the industry is preferred. The firm offers competitive salary, benefits such as PTO, and opportunities for performance-based incentives, contributing to a inclusive workplace culture. #J-18808-Ljbffr NFP Corp
$56k - $132k
...organization of consultative advisors and problem solvers. We... ...please visit: Summary: The Senior Account Executive interacts with clients on a... ...their Supervisor on difficult lines. This role requires the... ...interact with a variety of people/personalities. Strong leadership skills....SeniorHigh net worth$90k - $135k
...as the primary day-to-day contact for assigned private client accounts, building strong and trusted client relationships. Manage the... ...we looking for? 3-7+ years of experience in private client, personal lines, or high-net-worth insurance account management. Strong knowledge...SeniorHigh net worthWork at office- ...A leading insurance firm in California is seeking a Senior Personal Lines Account Manager to manage high net-worth clients and deliver exceptional service. The ideal candidate should have a minimum of 5 years of experience in Personal Lines Insurance and a strong knowledge...SeniorHigh net worthRemote work
$104k - $239k
PNC is seeking a Senior Banking Advisor in Los Angeles, California. The ideal candidate will provide advice on banking solutions to high-net-worth clients while demonstrating strong relationship-building skills. This role requires at least 8 years of experience and a Bachelor...SeniorHigh net worth- PNC Financial Services Group, Inc. is seeking a candidate to provide guidance and advice on credit and cash management solutions for high-net worth clients in Los Angeles. The role includes managing complex credit requests, building relationships with clients and internal...SeniorHigh net worth
- A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client...SeniorHigh net worthFull time
$100k - $125k
...business nationwide Rewarding work and responsibilities Fully remote opportunity Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of...SeniorHigh net worthRemote work- ...multiple years in a row! They are an advisor-built firm with incredibly... ..., an employer health savings account, and medical & vision... ...currently seeking an entrepreneurial Senior Wealth Advisor to join their Los... ...leaders with a portable, HNW client practice, who will receive...SeniorHigh net worthWork at office
- ...Senior Wealth Advisor About the Company Prominent multi-family office & registered investment advisor Industry Financial Services Type Privately Held About the Role The Company is in search of a Senior Wealth Advisor to take on the role of Lead Client...SeniorHigh net worthWork at office
- ...A leading insurance agency is seeking a 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....High net worthRemote work
$115k - $140k
...seeking an experienced Senior Financial Planner to... ...Financial Planning and Wealth Advisors. You will deliver... ...Design comprehensive, personalized financial plans,... ...strong background in accounting, finance, or economics... ...analysis for high-net-worth (HNW) and ultra-high-net-...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$100k - $121k
...reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role... ...The selected candidate will work closely with Wealth Advisors and oversee complex financial needs, ensuring...SeniorHigh net worth- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...SeniorHigh net worth
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...SeniorHigh net worth
- An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-...SeniorHigh net worth
- HSBC is hiring a Senior Credit Advisor in Beverly Hills, California. This role focuses on underwriting credit opportunities and managing client relationships, specifically for high-net-worth clients. Ideal candidates will have strong experience in credit analysis, risk...SeniorHigh net worth
- ...Highly proficient at building relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.* Highly proficient in the origination, financial analysis, negotiation...SeniorHigh net worth
$56k - $132k
A leading insurance consultancy in California seeks a Senior Account Executive to manage high net worth personal insurance clients. This role requires interaction with clients, negotiation with carriers, and the ability to structure complex insurance solutions. Candidates...SeniorHigh net worth$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in... ...client base in the United States. Manage accounts of high net worth investors and... ...private client accounts only by referral or personal contact with an individual seeking to...SeniorHigh net worthFull timeWork at office$70k - $135k
...from the traditional LA tax world. We are a boutique tax and accounting firm, specializing in high-net-worth individuals and closely... ...and business consulting services. We take pride in delivering personalized attention and high-quality service to our clients, and equally...SeniorHigh net worthWork at officeRemote workMonday to Friday$75k - $100k
Overview Personal Lines Insurance Account Manager needed for an Independent Insurance Agency located in Sherman Oaks, CA. Our client is looking to add... ...on experience. To qualify for $85k+ you must have HNW experience and recent Personal Lines Account Manager experience...High net worthFull timeWork from home- ...Personal Lines Account Executive In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that...High net worthWork at officeLocal areaFlexible hours
$70.3k - $99.9k
...Client Associate at J.P. Morgan Advisors, where you'll be at the heart... ...Advisors, providing personalized solutions and building lasting... ...Own the client onboarding and account maintenance for new and existing... ..., propose firm offerings and execute equity trades, mutual fund orders...SeniorHigh net worthLocal area- ...entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly...High net worthWork at officeLocal areaFlexible hours
$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial... ...and growing net assets by providing proactive, personalized financial advice. What You Will Do Serve as the lead advisor...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$72k - $95k
Senior Investment Adviser Associate-Client Service... ...seeking a Senior Investment Advisor Associate (Client... ...projects.* Open new client accounts and oversee onboarding... ...custom reporting.* Execute and monitor asset... ...Wealth Advisors offers a personalized wealth management experience...SeniorHigh net worthPermanent employmentWork at officeVisa sponsorshipFree visaFlexible hours$90k - $110k
Account Executive, Personal Lines (High-Net-Worth) Join to apply for the Account Executive, Personal Lines (High-Net-Worth) role at HUB International... ...to inquire about the status of applications. Seniority level Seniority level Mid-Senior level Employment type Employment...High net worthHourly payFull timeWork at officeLocal area$136k - $165k
BDO 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...SeniorHigh net worth$84k - $110k
...advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role... ...Candidates must have a bachelor's degree in accounting or finance and at least two years of tax... ...salary range of $84,000 - $110,000 annually. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorHigh net worth$70k - $110k
...a seasoned hybrid remote CA Personal Lines High Net Worth professional... ...Actively service/retain existing accounts to mitigate client risk and... ...established timelines Execute coverage analysis: enlist assistance... ...to clients and underwriters Seniority level Mid-Senior level...High net worthFull timeRemote work
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