Private Client Insurance Leader & Trusted Advisor
Epic-Insurance-Brokers-
EPIC Insurance Brokers & Consultants is seeking a Private Client Insurance Relationship Manager in a hybrid role based at our Chicago, IL office. You will lead client relationships, provide expert guidance, and partner with a team of specialists to deliver superior service to high-net-worth clients. The role requires strong leadership, fielding inquiries, and managing renewal activities while identifying opportunities for account growth and improved client outcomes. #J-18808-Ljbffr Epic-Insurance-Brokers-
- BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate to join their Chicago team. This role involves providing comprehensive estate planning services for high net worth individuals and families, coupled with trust administration responsibilities....Private client
- Capital Group is seeking a Private Wealth Advisor to work with high‑net‑worth individuals and complex... ...You will collaborate with specialists in trust and estate, investment management and... ...referral network and delivering tailored client solutions with exceptional service. #J...Private client
$300k - $400k
Thompson Coburn in Chicago is seeking an attorney with 9+ years of estate planning to join its Private Client practice. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high net worth individuals and families on complex estate and...Private clientPrivate practice- Job Overview A law firm seeks a Private Clients, Trusts & Estates Associate to join their team in Chicago, IL. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated estate planning services and handling...Private client
$300k - $400k
Our client, a national Am Law firm, has an active need for a trusts and estates counsel-level attorney to join its Private Client practice in Chicago. This practice provides a wide range of services including business planning, multigenerational wealth management and transfer...Private clientPrivate practice- Wealth Advisor - High Net‑Worth Clients Talent Focus is proud to partner with a prestigious national wealth... ...to its growing High Net‑Worth Private Client practice in Chicago. This is... ...families. What You’ll Do Serve as a trusted financial partner to high‑net‑worth...Private clientPrivate practiceWork at office
$90.1k - $167.9k
...Agency's Midwest Region: Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently...Private clientWork at officeWork from home- ...Talent Solutions is seeking a Trust and Estates Counsel to... ...matters for ultra-high-net-worth clients, with a particular focus on complex... ...with internal and external advisors. Collaborate with wealth,... ...technical clients. Experience in a private client, family office, or...Private clientWork at office
$117k - $158k
...Management serves the financial needs of private clients, including high net worth... ...Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange... ...of accountabilityBenefits:Medical Insurance • Dental • Vision • Life insurance...Private clientFull timeTemporary workWork at officeFlexible hours$130k - $170k
...Chicago office to join our Gift, Estate, and Trust team. This role supports our work with... ...the opportunity to work directly with clients, firm leaders, and play an active role in mentoring... ...fx® tax Big 4 experience from a private client service group Experience with family...Private client$210k - $270k
...About the Company Our client is a rapidly growing law firm looking... ...Medical, Dental, and Vision insurance. Immediate 401(k)... ...the continued growth of our Private Client practice. The ideal candidate... ...Relationship Management Serve as a trusted advisor to UHNW clients, providing...Private clientPrivate practiceImmediate startRemote work- JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and... ...investment advice for individuals and families. You will build trusted client relationships and offer advised solutions that...Private client
$125k - $180k
...support. Why join us? Health insurance Dental insurance Vision... ...Job Details We are seeking a Trusts and Estates Attorney to join... ...and support a sophisticated private client practice spanning estate planning... ..., business, and financial advisors to deliver integrated planning...Private clientPrivate practiceLocal areaFlexible hours- ...to join its Tax Group in a cross-border role. You will analyze Subpart F, GILTI, PFIC, and FTC, and collaborate with Private Client Services and Trust & Estate teams on international matters. The ideal candidate has 8+ years in international tax, CPA/JD/EA, and supervisory...Private clientFixed term contract
$120k - $150k
## Lead Advisor, Chicago - KARApplylocations: Remotetime type: Full timeposted on: Posted... ...in the development and management of clients, many of whom are referred via custodial... ...Competitive Pay* Medical, Dental, and Vision Insurance (starting day 1)* Life and Disability...Remote workFlexible hours- ...everyone you touch. As a Lenox Advisor, you will work directly with... ...is a premier wealth and insurance advisory firm providing solutions... ...advisors, that means keeping our clients at the center of everything... ...your values align to ours - trust, teamwork and accountability....Day shift
- ...Management serves the financial needs of private clients, including high net worth... ...Wintrust Investments LLC, Wintrust Private Trust, Great Lakes Advisors LLC, and The Chicago Deferred... ...units, including commercial and life insurance premium financing, short-term accounts...Private clientTemporary workFlexible hours
$150k - $190k
...is the best way to help our clients and advance our business. We... ...the Firm's relationships with privately owned businesses and their... ...perspective in order to become a trusted advisor to these private business... ...people. Our long-tenured leaders are experts in their areas and...Private clientFull timeWork at officeLocal area$110k - $215k
...This position is responsible for expanding client relationships by identifying... ...their financial needs and the full array of Private Bank capabilities, establishing and deepening... ...investments: general understanding of investments, trust and wealth transfer Desired...Private clientShift workDay shift- A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships. The role requires deep knowledge of fiduciary standards and the ability to provide proactive advice. Ideal candidates...
- ...worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth. The position requires strong knowledge of trust and fiduciary...
- ...firm that values integrity, client focus, diverse perspectives,... ...authentic self. Role Overview As a Private Wealth Advisor, you will work directly with... ...subject matter experts in trust & estate, investment... ...develop and present tax, estate, insurance, portfolio, and cash‑flow...Private clientLocal areaFlexible hours
$200k
...additional information, please review .**Private Bankers at Citi develop and deepen client relationships in order to... ...as the client’s advocate and trusted advisor (primary contact) for strategic... ...life, accident, and disability insurance; and wellness programs. Citi also...Private clientFull time$125k - $180k
...support. Why join us? Health insurance Dental insurance Vision... ...Job Details We are seeking a Trusts and Estates Attorney to join... ...and support a sophisticated private client practice spanning estate... ...tax, business, and financial advisors to deliver integrated planning...Private clientPrivate practiceLocal areaFlexible hours- ...thrive. We are the world's trusted infrastructure... ...firm, partnering with clients to solve the worldâs most... ...program, business travel insurance, service recognition... ...global infrastructure leader, committed to... ...partner with public- and private-sector clients to create...Private clientTemporary workSeasonal workWork at officeLocal areaWorldwideRelocation packageFlexible hours
$215k - $270k
JOB DESCRIPTION Private Client Services at BDO is a boutique practice within... ...estate, income, gift, and trust tax consulting and... ...‑flow, retirement, and life insurance planning. Job Summary A Tax... ...PCS leadership, clients, and advisors. Expand in‑depth tax knowledge...Private clientWork at office$365k - $420k
...Coie LLP is looking for an experienced associate to join their national Private Client Services Group in Chicago. The ideal candidate will have at least five years of transactional experience in trust and estate planning and administration. Strong academic credentials...Private client- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals... ...professionals, that means keeping our clients at the center of everything we do... ...experience through delivering trusted advice resulting in earned referrals...Temporary work
$97k - $189k
CNA Insurance is seeking a senior-level individual contributor for the Identity and Access Management (IAM) Governance program. This key role involves advising leadership, improving IAM processes, and ensuring compliance in a fast-paced environment. The ideal candidate...- ...looking for a senior client facing Advisor with a successful track record in insurance General Account sales... ...Investment (Fixed Income, Private/Public Alternatives,... ...relationships, deepen trust, and develop new business... ...build AB’s brand as a leader in the Insurance GA...Private clientFull timeTemporary work
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