Private Client Advisor
$52.6k - $98kMarsh & McLennan
Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 1,100 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A Day in the Life As our Private Client Advisor on the Yacht team, you will support a high-volume book of business for our Private Pleasure Yachts Clients. You'll provide proactive day-to-day service by anticipating and evaluating client needs and responding to client questions in person, over the phone, or via email. You'll gather information related to the client needs and propose a variety of solutions to manage the client's risk. You will need to negotiate with multiple insurance carriers to provide comprehensive coverage options while conforming to all laws and regulations. You will be responsible for new business development of your assigned book of business through referrals and expanding existing client programs. You will use an agency management system to maintain all pertinent account information accurately and in a timely manner. Our Future Colleague We'd love to meet you if your professional track record includes these skills: Insurance experience with high net worth clientele Property and Casualty (P&C) license Client facing experience with strong professionalism skills including confidentiality, professional written and verbal communication, team player attitude, and a sense of urgency Some travel required These additional qualifications are a plus, but not required to apply: 2+ years of yacht or marine insurance experience College degree Professional designations are a plus, e.g. CPCI, CI C, CPRIA Relationship with carriers Experience using an agency management system We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable Benefits We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online or flip through our recruiting brochure: Follow us on social media to meet our colleagues and see what makes us tick: We embrace a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. The applicable base salary range for this role is $52,600 to $98,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: August 31, 2026.
- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel...Private client
- ...Bank of America is recruiting a Personal Banker in the Fort Lauderdale area to uncover client financial needs and connect them with appropriate solutions. You will balance service requests with in-person or inbound call activities while proactively following up with clients...Private clientWeekend work
$52.6k - $98k
...Yacht Senior Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 1,100 of the industry's brightest talent drive our efforts to deliver...Private clientMinimum wageLocal areaNight shift- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...about what makes us different and how you can make your mark as a Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientWork at officeLocal areaNight shift
- OverviewAre you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians,...Private clientFull timeWork at office
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeFlexible hoursShift workDay shift
- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- ...autonomy to reach your goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax... ...workWhat Work You Will be Responsible For:Serve as a trusted advisor to high-net-worth individuals, family offices, and closely...Private clientFull timePrivate practiceLocal area
$126.1k - $253k
...confidence in a world of change, empowering our clients and people to realize their full... ...that’s why there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic... ...to our clients. Our team of first choice advisors is aligned to focus on closely held businesses...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area- ...bottom – we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment...Private clientWork experience placementPrivate practiceLocal area
$126.1k - $253k
...confidence in a world of change, empowering our clients and people to realize their full... ...clients, including their attorneys, and other advisors, along with subject matter experts both... ...public accounting with an emphasis on private client taxation including working with...Private clientFull timeWork experience placementInternshipLocal area- ...individual and partnership taxation . This is a client-facing role with direct responsibility... ...coordinate with their attorneys, wealth advisors, and other professionals. Mentor and... ...35,000.00 3 days ago Tax Senior Manager, Private Client Group Miami, FL $127,000.00-$164,0...Private clientFull time
- ...Client Services Specialist Senior The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery of Depository, Loan, and Treasury...Private clientWork at office
$95.4k - $180.4k
...confidence in a world of change, empowering our clients and people to realize their full... ...technology, annual goal setting, performance advisors and coaches with real time feedback for... ...Qualifications: Experience with private client or business taxation with a desire...Private clientFull timeWork experience placementInternshipWork at officeLocal area$35 - $37 per hour
We are working with a returning private client in Fort Lauderdale who is seeking an experienced Maintenance Technician to join their home. 05th August, 2026 Maintenance Technician Needed | Fort Lauderdale, FL We are working with a returning client in Fort Lauderdale who...Private clientFull time- ...extra income between existing cases.We now have multiple 3 to 4 hour private duty home care shifts available throughout Palm Beach County — perfect for caregivers who:Already have a morning or evening client Want to supplement their weekly income Prefer shorter, manageable...Private clientWeekly payExtra incomeShorter hoursPart timeWork at officeImmediate startFlexible hoursShift workDay shiftAfternoon shift
- ...EisnerAmper in Fort Lauderdale is seeking entry-level Private Client Services (PCS) Staff I for November 2027. You will work with the PCS team to learn how to prepare financial statements, perform compilations and reviews, and learn the procedures for federal and state...Private clientWork at office
$12.5 per hour
...Start Date: December 29, 2025 Caregiver Rate: $12.50 per hour (client will reimburse gas for transportation) We are seeking a... ...in someone's daily life. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform...Private clientHourly payStart working todayFlexible hours- ...Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we...Private clientWork at officeLocal areaFlexible hoursNight shift2 days per week
- ...senior communities. The Care Manager (RN) will manage a small private-pay caseload and provide comprehensive assessment, care coordination... ...oversight, advocacy, and ongoing monitoring to ensure each client has the right services and supports in place. This role is ideal...Private clientHourly pay
- ...and Regional Business Group leadership, operational leadership, client managers and Business Class Directors. Reporting to the... ...this service offering routinely works for local municipalities, private entities, distinct water utilities, Federal, regional and local...Private clientContract workWork at officeLocal area
$15 - $17 per hour
...love working with us: Keep travel local: We match you with clients right near your zip code, so you spend less time stuck on I-95... ...: Earn easy bonuses whenever you bring another licensed CNA or private client into our growing family. Requirements: Active...Private clientHourly payReliefCurrently hiringLocal areaFlexible hoursShift workWeekend work- ...Risk Advisor Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary... ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking...Private clientLocal areaNight shift
- ...Senior Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we...Private clientWork at officeLocal areaNight shift
- ...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...with our clients partnering with them as strategic advisors. We hire, train and retain associates who strive for excellence...Private clientLocal areaNight shift
$16.66 per hour
...a compassionate and attentive helper for a 65-year-old female client diagnosed with cancer. The role focuses on providing emotional... ...throughout her care journey. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online...Private clientHourly payStart working todayImmediate start3 days per week- ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...technical resource may serve as technical advisor for teamProvides specialized technical input... .... Our teams partner with public- and private-sector clients to create innovative, sustainable...Private clientWork at officeLocal areaWorldwideFlexible hours
- ...At Jacobs, we're not just building projects, we're helping our clients innovate and grow by designing, engineering, and delivering infrastructure... ....Build and maintain strong relationships with public and private sector clients, contractors, and project stakeholders.Support...Private clientContract workFor contractorsLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor. Be the first to apply!
- spanish customer service representative Fort Lauderdale, FL
- airport customer service agent Fort Lauderdale, FL
- career services representative Fort Lauderdale, FL
- customer service officer Fort Lauderdale, FL
- at home customer service representative Fort Lauderdale, FL
- bilingual customer service representative spanish english Fort Lauderdale, FL
- customer service representative no experience Fort Lauderdale, FL
- full time customer service associate Fort Lauderdale, FL
- part time customer service representative work from home Fort Lauderdale, FL
- customer associate Fort Lauderdale, FL



