Senior Personal Lines Account Executive - High Net Worth
001 Brown & Brown, Inc
001 Brown & Brown, Inc is seeking a Personal Lines Account Executive in Houston, TX. The role involves managing high‑net‑worth client relationships, evaluating insurance programs, and providing tailored coverage recommendations. The ideal candidate will have a minimum of 10 years of experience, along with an active P&C license. The position offers several benefits including medical, dental, vision, and retirement plans, fostering an inclusive environment for all candidates. #J-18808-Ljbffr
- ...Brown & Brown is seeking a Personal Lines Account Executive in Houston, TX. This role involves managing a portfolio of high-net-worth clients, delivering a proactive and concierge-level service experience. You will evaluate clients' evolving needs, providing tailored...SeniorHigh net worth
- ...committed to doing what is best for our customers. Position Overview Brown & Brown is seeking a Senior Personal Lines Account Manager / Account Executive (High Net Worth) to join our growing team in Houston, TX. This role is designed for a seasoned HNW...SeniorHigh net worth
- ...is best for our customers. Brown & Brown is seeking a Personal Lines Account Executive to join our growing team in Houston, TX . Responsibilities... ...as the primary relationship manager for a portfolio of high-net-worth clients, delivering a proactive, high-touch and...High net worth
- ...Private Client Division in Houston, Texas. The role demands a high level of organizational skills and client management, providing... ...Prospective candidates should possess at least 5 years in high net worth client services and have a solid understanding of Florida's insurance...SeniorHigh net worth
- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment... ...credit decisions for ultra-high-net-worth clients-including... ...ensuring timely and accurate execution of collateral releases, SER... ...Strong financial analysis, accounting skills, and deal structuring...SeniorHigh net worthWork at officeShift workDay shift
$109.3k - $180.2k
...consultative services to contractors. The Account Executive Officer (AEO) will partner with agents... ...primarily comprised of moderately to highly complex accounts. Underwrite and... ...external partners by regularly meeting in person with agents and brokers to market and...SeniorFor contractorsLocal area- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of...SeniorHigh net worth
- ...Tax Senior Manager – Private Client Services We're Hiring: Tax Senior Manager – Private... ...chance to become a trusted advisor to high-net-worth individuals, family offices, and their... ...~8+ years in private client or public accounting ~ Deep expertise in flow-through...SeniorHigh net worthWork at officeFlexible hours
$60k - $200k
...Associates, LLC. in Houston, Texas, is seeking an Insurance Sales Producer to serve as a trusted advisor, specializing in personal lines for high-net-worth individuals and families. The role involves identifying, prospecting, and cultivating new client relationships,...High net worth- ...Senior Tax Associate Focus will be on individual, trusts and gift tax returns. Develop... ...for wealth preservation among high-net-worth families. Manage compliance deadlines.... ...Demonstrate proficiency in estate and trust accounting, advising on both administrative and compliance...SeniorHigh net worth
- ...succession planning, as well as income tax reduction strategies for high-net-worth individuals and privately held businesses worldwide. They... ...and Experience: ~ Master's or Bachelor's degree in Accounting ~ CPA certification or CPA eligible ~3 or more years of public...SeniorHigh net worthWorldwide
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public accounting... ...opportunity to work with a strong middle-market and high-net-worth client base while playing a key role in mentoring staff...SeniorHigh net worth
- ...Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking or Financial Services, along with a Bachelor's...SeniorHigh net worthLocal area
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Texas. This role involves reviewing complex... ..., income tax planning, and partnership tax compliance for high-net-worth clients. Qualified candidates will have at least 8 years in tax...SeniorHigh net worthRemote jobHourly paySeasonal workFlexible hours- ...Responsibilities: - Must be a CPA with at least 6 years of recent public accounting experience. - Minimum of 1 year in a supervisory role in a... ...and individual tax returns for middle market businesses and high net worth individuals. - Ability to provide tax compliance and...SeniorHigh net worthFlexible hours
- ...professional with a minimum of 10 years of banking experience, ideally in private banking. The successful candidate will manage ultra-high net-worth client relationships, deliver tailored investment strategies, and participate actively in business development. The role...SeniorHigh net worth
$130k - $160k
Goodwin Recruiting is seeking a Senior Technical Tax Manager to lead complex tax matters for closely-held businesses and high-net-worth individuals. Responsibilities include reviewing tax returns, providing guidance on tax planning, and mentoring team members. The ideal...SeniorHigh net worthRemote job- A leading advisory firm in Houston is seeking a Senior Tax Manager to provide strategic leadership for complex tax engagements. This role involves advising high-net-worth clients on tax planning strategies and reviewing complex tax returns. The ideal candidate will have...SeniorHigh net worth
- ...degree in taxation and a CPA license with over 6 years of public accounting experience. Responsibilities include managing client... ...preferred. ABGI Canada offers an opportunity to engage with high-net-worth individuals and businesses in a dynamic environment. #J-18808...SeniorHigh net worth
$180k - $200k
...Senior Tax Manager Senior Tax Manager -... ...Step into a high-impact leadership... ...strategic advisor to High Net Worth (HNW) / Private... ...and other service lines to deliver holistic... ...engagement strategy and execution, coordinating with... ...advisory, client accounting) to deliver...SeniorHigh net worthLocal areaFlexible hours- ...Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking... ...a focus on client retention and financial strategy execution. This role demands a high level of interpersonal expertise and...SeniorHigh net worth
$100k - $125k
...Senior Accountant (GL & Tax) Salary: $100k - $125k Base + Bonus Why This Senior Accountant... ...Opportunity Stands Out Highly visible role supporting a sophisticated... ...of 20+ entities, partnerships, and high-net-worth structures Blend of tax and GL...SeniorHigh net worth- ...Job Description Job Description Personal Lines Account Manager Location: Houston, TX (Hybrid after training) Regional agency with a great culture is seeking an experienced Personal Lines Account Manager to deliver exceptional service and manage both new and...High net worth
- ...seeking a Wealth Management Professional, Senior Analyst, in Houston, TX. This role... ...support, and risk management for ultra-high net worth clients. Candidates should possess a Bachelor... ...opportunities for professional and personal growth through extensive benefits programs...SeniorHigh net worth
- ...organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth... ...expertise to clients when needed Connect your clients across all lines of business Ensure that proposed solutions fulfill clients'...SeniorHigh net worthTemporary workWork experience placementLocal area
$139.4k - $230k
...for small and mid-size businesses. The Account Executive Director (AED), Ocean Marine will partner... ...partners by regularly meeting in person with agents and brokers to market and sell... ...experience with experience in commercial lines. Expert level knowledge of Ocean...SeniorLocal area- ...EisnerAmper is seeking Tax Senior Associate to join the... ...and fastest growing accounting and advisory firms in... ...held businesses and high net worth individuals with the solutions... ...-growing service lines at our firm, we try to... ...operational and personal dynamics. About EisnerAmper...SeniorHigh net worthTemporary workLocal area
- ...Client Services Tax Senior Manager Seeking a high performing Private Client... ...returns for high net worth clients.... ...includes planning, executing, directing, and completing... ...all aspects of client accounts. Participate in mentoring... ...sales & use, personal & real property, franchise...SeniorHigh net worthWork at officeLocal areaFlexible hours
- ...EisnerAmper is seeking Tax Senior Associate to join the... ...and fastest growing accounting and advisory firms in... ...held businesses and high net worth individuals with the solutions... ...-growing service lines at our firm, we try to... ...operational and personal dynamics. About EisnerAmper...SeniorHigh net worthTemporary workLocal area
- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate planning. In this role, you'll manage client relationships, develop portfolios, and ensure compliance with lending...SeniorHigh net worth
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