Private Client Insurance Advisor - High Net Worth
$80k - $200kWorld Insurance Associates LLC
A leading insurance brokerage is seeking a Personal Lines Private Client Advisor to provide high-net-worth individuals with tailored insurance solutions. Responsibilities include cultivating client relationships, offering expert guidance on personal insurance needs, and delivering personalized, high-touch service. The role offers a competitive salary ranging from $80,000 to $200,000+, depending on experience. Ideal candidates will have personal lines insurance experience and an active insurance license. #J-18808-Ljbffr World Insurance Associates LLC
- Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication...Private clientHigh net worth
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial... ..., and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant...Private clientHigh net worth$83k - $104k
Citizens is seeking a skilled professional in Boston to acquire and onboard new affluent clients into a Book of Business. The role requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning...Private clientHigh net worthFlexible hours- ...in Boston is seeking a skilled administration and client service professional to support high net worth families and family offices. The ideal candidate will... ...maintenance, and collaborating with outside advisors on tax matters. The position offers competitive compensation...Private clientHigh net worth
$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...Private clientHigh net worth$90k - $120k
...specialize in helping our clients navigate the complex... ...us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ...about you! As a Private Client Advisor you’ll be an... ...experience in investment, insurance, real state, private...Private clientHigh net worthWork at officeFlexible hours$125k - $150k
...purposefully built and nurtured our client-first culture.Brown Advisory... ...the firm.Brown Advisory’s Private Client Service team is... ...administration and client service for high net worth families and family... ...with outside advisors concerning client’s personal...Private clientHigh net worthH1bWorldwide$125k - $150k
...advice and the highest level of client service. The firm’s clients—... ...and client service for high net worth families and family offices... ...accounts Collaborate with outside advisors concerning client’s personal... ...Death & Dismemberment Insurance Voluntary Life & Accidental...Private clientHigh net worthTemporary workWork experience placementWorldwide$60k - $200k
...World Insurance Associates (“World”) is a unique financial services... ...and closing new commercial clients (small, medium, large)... ...commercial lines insurance, high net worth / private client, employee benefits,... ...’s trusted risk management advisor and bring the entire World...Private clientHigh net worthBase plus commissionImmediate start$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services organization with a global network of brokers... ..., cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized...Private clientHigh net worthBase plus commissionImmediate start$155k
...Are you ready to move in-house without giving up the complex Private Client tax work you enjoy? Join a leading Investment Management firm in Boston where you'll continue advising on sophisticated High Net Worth individuals, trusts, estates, and family office structures,...Private clientHigh net worthWork at office- A leading financial services company in Boston seeks a Relationship Manager to build and maintain high-net-worth client relationships. This role involves managing client expectations through exceptional service, understanding their financial needs, and collaborating with...Private clientHigh net worth
$220k - $250k
...seeking a mid-level Trusts & Estates Associate to join their Private Client department in Boston. Ideal candidates will have 4+ years of... ...planning and estate/trust administration, working with high-net-worth clients. Salary ranges from $220,000 to $250,000 based on experience...Private clientHigh net worth- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...Private clientHigh net worth
- Rockefeller Capital Management is seeking a Client Associate to join the Private Advisor team within Rockefeller Global Family Office. You will interact directly with high-net-worth clients, provide top-tier client service, and support account administration, documentation...Private clientHigh net worthWork at office
$225k - $250k
Nixon Peabody LLP in Boston, MA, is seeking an Associate with 2-3 years of experience to join the Private Clients Practice Group. The ideal candidate will represent high net worth individuals and have experience in estate, income, and gift tax planning. The position offers...Private clientHigh net worthPrivate practice- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be...Private clientHigh net worth
- BDO Capital Advisors, LLC is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting services to high net-worth clients. This role involves managing various tax engagements and supervising junior staff while ensuring client satisfaction...Private clientHigh net worth
- EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration...Private clientHigh net worth
- CBIZ in Boston is seeking a leader for its high net worth tax practice. You will serve as the primary contact for affluent clients, crafting tax strategies and overseeing a team to ensure compliant, timely delivery of tax services. The role requires CPA or equivalent certification...Private clientHigh net worth
- ...role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience in... ...accountants to meet clients' complex needs, collaborate with the Private Client team, and create impactful marketing content. #J-18...Private clientHigh net worth
$250k - $300k
Nixon Peabody LLP is seeking a mid-level associate for its Private Clients Practice Group in Boston, MA. Candidates should have approximately 3-5 years of experience in estate planning for high net worth clients, including estate, income, and gift tax planning matters....Private clientHigh net worthPrivate practice$220k - $250k
...mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their Boston office. The salary range may be $... ...planning and estate/trust administration experience to work with high-net-worth individuals, families, and fiduciaries on complex wealth...Private clientHigh net worthWork at office- EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice in Westwood, MA. This dynamic role involves providing tax compliance and consulting services to high net-worth individuals and their businesses. The ideal candidate will have over 12 years...Private clientHigh net worthPrivate practice
- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston... ...tax and estate planning, specifically advising high-net-worth international families. The ideal candidate will possess...Private clientHigh net worth
$115k
Citizens is seeking a Client Relations Associate in Boston, MA to provide unparalleled relationship support within our Private Banking division. Candidates will manage a portfolio of high-net-worth clients, ensuring personalized service and proactive communication. Responsibilities...Private clientHigh net worth- Brown & Brown, Inc. is seeking a Senior Private Client Relationship Manager to deliver personalized insurance solutions and exceptional service to high-net-worth individuals and families in our Private Client team. You will assess needs, build enduring relationships, and...Private clientHigh net worth
- Insite US is seeking a Director, Private Client Services to lead tax compliance for high-net-worth individuals and related entities, including partnerships, S-corporations, trusts, and individuals. The Private Client Tax Director will guide complex tax issues, supervise...Private clientHigh net worth
- ...CPA and business advisory firm in Boston, is looking for a Tax Supervisor for their Private Client Services team. The role involves technical planning and advising for high-net-worth individuals, preparing and reviewing complex tax returns, and fostering team collaboration...Private clientHigh net worthFlexible hours
$125k - $200k
...developing wealth planning strategies for high-net-worth and ultra-high-net-worth clients. Responsibilities Develop, consult... ...needs Collaborate with the Private Client team on client engagement... ...recommendations Partner with third-party advisors and vendor partners to develop...Private clientHigh net worth
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