Private Client Insurance Specialist (Hybrid)
Epic-Insurance-Brokers-
EPIC Insurance Brokers & Consultants in Boca Raton, FL, is seeking a Private Client Associate to support Private Client Relationship Managers and deliver exceptional service to our clients. Responsibilities include coordinating with producers and support teams, handling inquiries by phone, mail and email, reviewing accounts, quoting, billing inquiries, and maintaining accurate records. A college degree or equivalent experience is required, and a P&C license can be obtained after hire. #J-18808-Ljbffr Epic-Insurance-Brokers-
- EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support Private Client Relationship Managers in delivering exceptional service to our clients. This hybrid role involves teamwork with producers, support staff, and carriers to ensure...Private client
- WithumSmith+Brown, PC is seeking a Private Client Services Tax Manager in Boca Raton, FL. You will lead tax engagements for individuals, trusts... ...analytical and communication skills. This position offers a hybrid work model and opportunities for growth. #J-18808-Ljbffr...Private client
- EPIC Insurance Brokers & Consultants in Boca Raton is seeking a Private Client Associate to support our Private Client Relationship Managers and deliver exceptional service to high-net-worth clients. The role emphasizes teamwork, accurate quoting, billing support, and timely...Private client
- ...Chase in Delray Beach, FL is seeking a Private Client Banker to manage affluent clients’ banking... ...solicit referrals, coordinate with specialists, and help clients access self-service options... ...work weekend/evening hours, across a hybrid work model. #J-18808-Ljbffr American...Private clientWeekend workAfternoon shift
- Rockefeller Capital Management is seeking a Senior Client Associate for its Private Advisor team within the Global Family Office to support high-net-worth clients in the Boca Raton area. The role emphasizes meticulous client service, detailed account administration, and...Private clientWork at office
- Jobot is seeking a Senior Tax Manager in a hybrid Florida role to work with high-net-worth clients on wealth transition, estate planning, and comprehensive tax strategies. You will lead a team, mentor staff, and collaborate with clients to deliver proactive advisory services...Flexible hours
- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney / Senior... ...tax laws. This role offers a hybrid work schedule, providing flexibility with... ...including corporate, tax, and probate specialists Handle client communication and strategic...Private clientPrivate practiceWork at officeRemote work2 days per week
$65k - $75k
...superhero for small businesses, handling their insurance needs like a pro. Use your 3+ years of insurance experience to dazzle clients with your knowledge (and maybe a magic... ...with more fun). Flexibility, including a hybrid schedule (because we know you love your couch...Work at officeRemote work- JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will provide comprehensive financial planning and advisory services to individuals and families, building lasting client relationships and delivering personalized investment...Private client
- JPMorganChase is seeking a Private Client Advisor in Deerfield Beach, Florida, to deliver personalized financial planning and advice to clients. Ideal candidates will have at least 2 years of relevant experience, a strong ethical framework, and various required licenses...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will deliver comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional client experience...Private client
$103.1k - $214.9k
...side by side with a range of clients from our most venerable institutions... ...Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...EY's FSO EDGE Private practice provides comprehensive... ...team-led and leader-enabled hybrid model. Our expectation is for...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...fiduciary income, and related tax matters for high-net-worth individuals, families, trusts, and estates. Serve as a senior advisor to clients and their professional advisors on sophisticated estate, gift, and trust planning strategies, including multigenerational wealth...Private client
- ...entrepreneurial attorney with a minimum of six years of experience to engage in long-term succession planning within a reputable private client practice. Duties Advise clients on estate, gift, generation-skipping transfer, and income tax planning matters. Design and...Private clientPrivate practiceWork at office
- Armanino is seeking a strategic Estate, Gift and Trust leader in the Boca Raton area to advise high‑net‑worth clients and oversee complex tax engagements for families, trusts, and estates. You will shape planning strategies, supervise engagements, and collaborate with attorneys...Private client
- JPMorgan Chase in the United States seeks a Relationship Manager in Consumer and Community Banking to build and maintain high-net-worth client relationships across banking, lending, and investments. You will deliver tailored advice and develop thoughtful solutions while...Private clientLocal area
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth... ...active Life, Health and Long Term Care Insurance license is required or must be obtained...Private client
- ...Cozen O'Connor's Private Client, Trusts & Estates group ("PCS") is looking for a driven, entrepreneurial Member-level attorney with a minimum of six years of experience to join our thriving South Florida practice. This is a rare opportunity for a self-starter who wants...Private clientPrivate practiceWork at office
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth... ...active Life, Health and Long Term Care Insurance license is required or must be obtained...Private client
$19 - $23 per hour
...Deerfield Beach, FL area. The role focuses on handling inquiries related to contract administration, portal access, and order support in a hybrid setting. Ideal candidates have 2+ years of customer service experience with strong written and verbal communication skills, and are...Hourly payPermanent employmentContract work- ...Farm Agent in Boca Raton, Florida is seeking a Customer Service Representative to enhance customer experiences within a successful insurance agency. You will resolve inquiries, coordinate with team members, and support community needs. The ideal candidate is detail-...Flexible hours
- V2 Jets is a private jet charter and membership company with offices in South Florida, New York, and New Jersey. We arrange on-demand private flights for clients around the world, focusing on making the entire experience seamless from start to finish. Our clients rely...Private clientWork at officeRemote workMonday to FridayFlexible hoursWeekend workAfternoon shift
$90.5k - $150k
...Raton, FL, we are a nationally recognized law firm known for its client-focused approach collaborative culture and commitment to... ...involving high-net-worth individuals families fiduciaries and private clients. This role is ideal for a seasoned estates paralegal who...Private client- ## Private Client Services Tax ManagerApplyremote type: Hybridlocations: Boca Raton, FLtime type... ...is made up of a brilliant team of tax specialists that work to ensure tax reporting... ...Ability to travel as needed#LI-JB1; #LI-Hybrid*WithumSmith+Brown, PC is an equal opportunity...Private clientWork at officeLocal area
$140.14k - $315.52k
...Group Director, SVP (Private & Commercial Banker)Location: Palm Beach, FL 33480The Group... ...responsible for building and maintaining strong client relationships for the Private Bank by... ..., dental, vision, life, and disability insurance, as well as a comprehensive leave...Private clientLocal area$156k
...Date: 13th September 2026 We are looking for a Part Time private chef to work 2 days per week. Each day is a Full day. You will work at the clients home. The client is based in boca raton. About Biospan & BioCheffing Biospan offers a unique private chef and nutrition...Private clientPart timeWork from home2 days per week- Overview Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi‑generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners...Private client
- ...senior HR staff to provide exceptional internal client service to our employees. The availability to work a hybrid schedule is at the discretion of the company. The... ...engineering and consulting firm serving private and public‑sector clients to address new ventures...Private client
- ...Boca Raton seeks compassionate Home Health Aides (HHAs) and Certified Nursing Assistants (CNAs) to provide one-on-one, private duty care in clients' homes across Treasure Coast area. Responsibilities include assisting with ADLs, mobility, companionship, light housekeeping...Private clientFlexible hours
$220k
Trust and Estates Tax Partner, Private Client Group Trust and Estates Tax Partner, Private Client... ...the description for this job Medical insurance Vision insurance 401(k) Get notified... ...Acquisitions/Exit Strategies Client Support Specialist - isolved payroll - Remote Fort...Private clientFull timeRemote work
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