Premium Insurance Advisor for High-Net-Worth Clients
The Juris Agency
The Juris Agency in Torrance, CA is seeking an Insurance Sales Representative focused on preferred clientele. You will build and nurture relationships with high-value clients and provide tailored coverage across auto, home, life, umbrella, and specialty lines. With active licensure or willingness to obtain one, you will deliver a discreet, consultative sales experience and manage a book of preferred accounts emphasizing retention and referrals while staying ahead of market trends to advise #J-18808-Ljbffr The Juris Agency
$90k - $130k
...Multi-Family Offices Nationwide Client Service Associate Overview A... ...management firm serving high net worth clients seeks a Client Service... ...Private Wealth Clients and Advisors by taking initiative in... ...Additional Inferred Benefits Medical insurance 401(k) Get notified about...High net worthFull time$141k - $290k
...selves. Our goal is to balance high development with high... ...our growing firm! A Private Client Services Tax Senior Manager provides... ...and planning services to high-net-worth individual clients and... ...dental, vision, disability, life insurance, and a 401(k) plan. Further,...High net worthImmediate startFlexible hours$150k
...self-starting Account Manager, Premium Sales to join the premium... ...cultivating relationships with high-net-worth individuals and key decision... ...and correspondence with clients using CRM (Microsoft Dynamics... ...Company-paid Long Term Disability insurance ~ Company-paid Life and AD...High net worthFull timeWork at officeFlexible hours$80k - $140k
HireneXus has partnered with a boutique RIA with an ultra-high-net-worth client focus in the Manhattan Beach, CA area to help them add an experienced Client Service Specialist/Associate Wealth Advisor to their team. This role offers an advisory growth path and the ability...High net worthWork at office- ...Job Description Job Description Insurance Sales Representative – Preferred Clientele... ...one) Proven experience selling to high-net-worth or premium clientele Exceptional... ...long-term relationships with high-value clients Provide tailored insurance solutions...High net worthFlexible hours
$90k - $120k
Join to apply for the Client Relationship Manager role at EP Wealth Advisors 3 days ago Be among the first 25 applicants... ...0, 2025, serving predominately high net worth individuals. EPWA fosters an... ...Mental Health services, Life Insurance, Long & Short-Term Disability Insurance...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours$75k
...will have a strong background in handling high-net-worth and mass affluent accounts, with a focus on... ...home, auto, and umbrella policies with premiums averaging $7,000-$10,000 Onboard new accounts and ensure a seamless client experience Quote and bind new and renewal...High net worth- JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional...
- ...in estate planning and administration to join their service-oriented team. The role offers the chance to work closely with high-net-worth clients while enjoying a balanced lifestyle near the beach. The firm promotes empathy, attention to detail, and collaboration, offering...High net worth
$95k - $105k
...Wealth Partners is seeking a Client Service Associate for our... ...advisory firm working with ultra-high-net-worth families. We believe our... ...health, dental, and vision insurance up to $750/month (plan limited... ...at the direction of Senior Advisors Handle documentation and execution...High net worthWork at office$225k
...Family Law AssociateAbout Firm & Position: A highly respected Southern California family law... ...known for handling sophisticated, high-net-worth family law matters and has built a... ...Attorney Responsibilities: • Represent clients in complex family law matters, including...High net worthWork at officeRemote workFlexible hours- ...offers the opportunity to work closely with business owners, high-net-worth individuals, and closely held companies across a variety of industries... ...while gaining direct exposure to firm leadership and clients. Responsibilities Prepare and review complex tax returns for...High net worth
$70k - $80k
...We are looking for a Premium Sales Manager to join... ...and holidays to cover high profile concerts and NBA... ...loft agreements to high-net-worth individuals and key... ...materials to large groups and clients Proficient in... ...Long Term Disability insurance ~ Company-paid Life...High net worthLong term contractFull timeWork at officeLocal areaFlexible hoursNight shift- Private Client Advisor - South Bay, CA Market Responsibilities Champion and support teammates’... ...active Life, Health and Long Term Care Insurance license required or must be obtained within... ...equal opportunity employer and place a high value on diversity and inclusion. We do...
$140k - $180k
...ESCAPE THE GRIND? Are you ready to escape the high-pressure world of downtown and westside... ..., Redondo, and the PV Peninsula). Our clients — entrepreneurs, doctors, executives, and... ...can handle complex legal matters for high‑net‑worth clients with minimal supervision. A...High net worthWork at office- EP Wealth Advisors is a wealth management firm serving high-net-worth clients. The Associate Wealth Strategist analyzes client portfolios and tax situations and develops estate, income, gift, and charitable planning strategies in client-ready deliverables and meetings....High net worth
$80k - $100k
...its growing team. The firm provides sophisticated, strategic representation to clients navigating complex and often high-stakes family law matters, with a particular focus on high-net-worth divorce and financially complex cases. The firm combines the resources and legal...High net worthPermanent employmentLocal areaRemote work$105k - $135k
...Opportunity Own meaningful client relationships and serve as a trusted tax advisor, not just a compliance resource... ..., pass-through entities, and high net worth individuals. Mentor and... ...JPC-2159 Benefits: Dental insurance Health insurance Paid time...High net worthWork at officeImmediate start- ...compelled to ask the questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices,...High net worthSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
$145k - $190k
...accounting firm (Big 4 experience not required) About the Company Our client is a fast-growing, technology-driven accounting firm based in... ...groups, including restaurants, real estate developers, and high-net-worth individuals with multiple K-1s. This role includes reviewing...High net worthFull timeImmediate startRemote workWork from homeFlexible hours$145k - $160k
...on behalf of institutional investors, family offices, and high‑net‑worth clients through structured fund vehicles and separate accounts. Our... ...relations, external fund administrators, auditors, and tax advisors. Key Responsibilities Oversee accounting and reporting for...High net worthWork at office- ...advisory services to a diverse Japanese client base, is seeking the Senior Tax... ...Corporations, Partnerships, C-Corporations, and High-Net-Worth Individuals.Engagement Management:... ...(2-3 days as needed).Benefits: Health Insurance (Medical, Dental, Vision, 100% company...High net worthFull timeRemote work
- ...professional relationship with the clients; all while performing the... ...accurate asset schedules for insurance. Work closely with Tax... ...assigned. Qualifications: ~ High School diploma required ~... ..., and/or working with high-net-worth individuals ~1 plus years of...High net worthWork at officeFlexible hours
$28.85 - $33.65 per hour
...Growth and delivering for our clients, teammates, communities, and... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...small business owners and higher net worth clients alike. You’ll be able... ...Education Requirement: High School Diploma / GED / Secondary...High net worthHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$75k - $90k
...held businesses, pass-through entities, high net worth individuals, and complex personal... ...focus on higher-value tax work. Develop client-facing skills and advisory experience that... .... JPC-2158 Benefits: Dental insurance Health insurance Paid time off...High net worth$75k - $90k
...department, where you will manage a diverse portfolio of accounts, ranging from standard to high-net-worth clients. The ideal candidate will have a strong background in personal lines insurance, exceptional organizational skills, and a proactive approach to client service. This...High net worthRemote work$105k - $171.6k
...advisory, assurance and tax services to our clients. We are proud to foster a collaborative... ...estate, professional services, and high net worth individuals Manage engagements and... ..., and vision care; disability and life insurance; generous Paid Time Off; retirement plans...High net worthWork experience placementLocal area- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting...
$169.38k - $207.02k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject...High net worthFull timeWork experience placementLocal area$60k - $80k
...applicants This range is provided by Insurance Relief. Your actual pay will be based on... ...employee environment and ensuring exceptional client satisfaction. The Perks: Annual... ...managing a book of middle-market and high-net-worth clients Strong knowledge of various common...High net worthRemote jobFull timeFlexible hours
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