High Net Worth Actuarial Director
Pryor Associates Executive Search
Posted 3 days agoHigh Net Worth Actuarial Director opening in your choice of AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MN, NC, NJ, NY, PA, TX, or WA. Oversee portfolio growth, business strategy, profitability analysis, and rate filing review involving Home, Auto, Personal Umbrella, Yachts, Private Collections, etc. Ideal candidate is ACAS or FCAS with 5+ years of Homeowners insurance experience; background in Personal Auto or Umbrella a plus. (PR13130)
- The Jonus Group seeks an experienced High Net Worth Producer to join a private client division and grow relationships with HNW individuals, families, and family offices. You will provide tailored insurance solutions and collaborate with account managers to deliver exceptional...High net worth
- As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$120k - $140k
...client service role in Washington D.C. Ideal candidates will have a strong background in finance and a passion for working with high net worth families. Responsibilities include managing client needs and collaborating with various advisors. The role requires a Bachelor'...High net worth- ...Client Services group within the Tax Practice in the Washington, D.C. office. The role focuses on wealth and tax planning for high-net-worth clients, including trusts, estates, and related transfer taxes. Qualified candidates should have 2-3 years of relevant experience...High net worthWork at office
- Jobot in Virginia is seeking a High Net Worth Tax Supervisor for a top CPA firm. You will lead complex tax matters for high-net-worth individuals, trusts, and related private client tax issues. Required: CPA, BS/MS in Accounting, and 5+ years of public accounting tax experience...High net worth
- ...Description As a Healthcare Financial/Actuarial Director you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will lead clients’ financial/actuarial engagements for a portfolio of clients and/or significantly contribute...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$100k - $150k
...providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal... ...have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not...High net worthFull timePrivate practiceLocal area3 days per week- ...will support senior advisors, manage existing client relationships, and gradually take ownership of advisory relationships for high-net-worth households. The role emphasizes exceptional service, retention, and thoughtful expansion of wallet share. Ideal candidates have...High net worth
- ...candidates for the Advisor Development Program to train as Financial Advisors in the Virginia area. You will build relationships with high-net-worth clients and deliver comprehensive investment guidance while collaborating with mentor teams. The program emphasizes in-office...High net worthWork at office
$83.92k - $125.88k
...the individual.Responsibilities:Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate the complex financial needs of the client...High net worthFull timeWork at office$100k - $150k
...Coast based CPA and Advisory firm with an aggressive growth trajectory, expanding our footprint. We focus on complex tax work for high-net-worth individuals, pass-through entities, and corporate clients, not routine compliance.The RoleThis is a manager-track position...High net worthFull timeLocal area$120k - $140k
...client issues. Essential Functions/Responsibilities: Responsible for all aspects of client service-related activity for high net worth families, family offices, endowments and foundations Effective communication with both internal and external contacts...High net worthTemporary workWork experience placementWork at office$250k
...highest functional leadership team within a region, job function, or global business.Responsibilities:Serve as member of the Ultra High Net Worth Regional Management team and the extended US Private Bank Management team.High-level responsibilities included full P&L...High net worthFull timeBank staffLocal area$28.85 - $33.65 per hour
...role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your...High net worthHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...integrating investment management with tax and estate planning. The role emphasizes clear communication, disciplined follow-through, and sound judgment in serving high-net-worth clients within a dynamic, entrepreneurial environment. #J-18808-Ljbffr Pennington Partners & Co.High net worth
$125k - $191k
...extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-... ...private equity-backed clients and large businesses to high-net-worth individual clients. Our scope of services includes tax planning...High net worthFull timeFlexible hours$54.7k - $101.9k
...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...High net worthMinimum wageLocal areaNight shift- S Piper Staffing LLC is hiring a Financial Advisor in Washington, D.C. to serve high-net-worth clients with comprehensive wealth management, tax planning, and estate planning. You will partner with Lead Advisors and internal specialists to deliver sophisticated, personalized...High net worth
- ...with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and... ...professional advisory and execute FX related services to high net worth clients through the RMs and to increase the Bank’s activity, market...High net worthFull time
- ...Grossberg Company LLP in North Bethesda, Maryland, is seeking a Senior Tax Accountant to provide tax planning and compliance for high-net-worth individuals and closely held businesses. You will support auditing and accounting engagements and manage engagements, budgets,...High net worthWork at office
- ...A premier family law firm serving high-net-worth and ultra-high-net-worth individuals is seeking an experienced attorney to join our growing practice. This is an exceptional opportunity for a talented litigator from an Am Law 200, Vault-ranked, or other sophisticated...High net worth
- Osaic seeks a senior financial planning strategist to join the High Net Worth Planning Services team. You will provide expert guidance on estate planning, business planning, tax planning, trusts, and retirement plans to financial advisors handling affluent clients. This...High net worthRemote jobWork at office
- ...where you can actually have a life, grow your career, and work with people you genuinely enjoy?We're a Top 200 CPA firm serving high-net-worth individuals and small businesses in thriving industries like technology, construction, real estate, and healthcare. What makes...High net worthRemote work
- ...team. This is a strategic role for an experienced professional to oversee customized, multi asset class portfolios on behalf of high-net-worth individuals and families. The ideal candidate brings over a decade of experience managing global portfolios across...High net worthWork at office
- ...returns, including 1040, 1120, 1120-S, 1065, and 1041.Perform advanced tax research and planning for closely held businesses, high-net-worth individuals, trusts, and partnerships.Manage and maintain strong, long-term client relationships.Oversee tax engagements, ensuring...High net worthTemporary workWork at office
- ...seasoned Personal Financial Advisor (Private Wealth) for a remote, US-only contractor role. You will apply your expertise to guide high-net-worth clients and help train next-generation AI systems with real-world input. The role emphasizes tax-aware retirement and...High net worthRemote jobFor contractors
$116.25k - $159.64k
...a trusted member of the team providing various tax, accounting and advisory services to private wealth clients including ultra high net worth families, closely held businesses and trust and estate work Oversee and provide services pertaining to accounting, bookkeeping...High net worthWork at officeLocal areaWorldwide- ...and institutional clients. The Private Client Relationship Management team supports Kraken's highest-value private clients, high-net-worth individuals who expect a premium, secure and highly tailored experience. This team ensures Kraken remains the exchange of choice...High net worthWorldwide
$110k - $130k
...Details BS/MS in Accounting or related field 5+ years of public accounting tax experience CPA required Extensive experience with High Net Worth (HNW) individual tax returns, trusts, and related private client tax matters Interested in hearing more? Easy Apply now by...High net worthPart timeLocal areaFlexible hours$75k - $83k
...Job Description Job Description Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA High net worth clients do not just need someone to manage their money. They need someone who understands their life, anticipates their needs and gives advice...High net worth
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