Elite High-Net-Worth Personal Lines Advisor
$70k - $90kRemoteFetch
RemoteFetch is seeking an Account Executive based in White Plains, NY, to interact with high-net-worth clients. The role involves managing client relationships, preparing applications, and negotiating insurance terms within a hybrid work schedule. The successful candidate will possess a Property and Casualty insurance license, experience in personal lines, and excellent communication skills. This position offers a competitive salary range of $70,000 to $90,000 based on qualifications and experience. #J-18808-Ljbffr RemoteFetch
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Elite High-Net-Worth Personal Lines Advisor in White Plains, NY vacancy
$80k - $90k
A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program. This role involves working with high-net worth individuals to identify their needs, develop relationships, and provide comprehensive financial recommendations. The...High net worth$130k - $160k
...Plains. This role involves preparing financial plans for ultra-high-net-worth clients using eMoney extensively. Candidates should have over... ...planning and strong interpersonal skills to support senior advisors. The position offers a competitive salary range between $130,...High net worth- ...Excellent communication skills, both in person and over the phone, with proven ability to... ...including completion of required training. High school degree, GED, or foreign equivalent.... ...information you provide during the Chase on‑line application process may be transferred, on...SuggestedImmediate startAfternoon shift
$81k - $125k
...clients and manage complex accounts. This full-time role allows for a hybrid work schedule and requires expertise in personal lines and high net worth coverage. The ideal candidate has over 7 years of relevant experience, strong negotiation skills, and must possess a P...High net worthFull timeNFP
White Plains, NY1 day ago$70k - $90k
...organization of consultative advisors and problem solvers.... ...Group (PCG/affluent lines) is a division of NFP... ...and families seeking personal lines products in the... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and who...High net worthWork at officeRemote workNFP
White Plains, NY2 days ago- ...Officer ("OCIO") group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio... ...(e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management....High net worthTemporary workWork at officeWorldwide
Morgan Stanley
Purchase, NY2 days ago $130k - $160k
...premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm... ...complex financial situations with highly personalized solutions tailored to their unique needs....High net worthWork at officeLocal areaFocus Financial Partners Inc.
White Plains, NY4 days ago$66k - $123.1k
...Remote position Personal Lines Motorsports Account Manager Our... ...can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA).... ...team, you will expertly support a high-volume book of business dedicated to high-net-worth clients with prized motorsports...High net worthMinimum wageLocal areaRemote workNight shiftMarsh LLC
White Plains, NY6 days ago$130k - $160k
...NY The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is...High net worth- ...Join our team at J.P. Morgan Advisors, the ultra‑high net worth division of J.P. Morgan Wealth Management,... ...based clients and their advisors the personalized service of a dedicated wealth management... ...with functional groups across the line of business on process improvement...High net worthWork at officeLocal area
Aumni
White Plains, NY4 days ago $81k - $125k
...organization of consultative advisors and problem solvers. We... ...Group (PCG/affluent lines) is a division of NFP... ...and families seeking personal lines products in the United... ...; maintain high-speed internet, be present... ...Personal Lines and High Net Worth/Private Client Group (PCG...High net worthFull timeImmediate startRemote workWork from homeShift work2 days per weekNFP
White Plains, NY1 day ago$75k - $95k
...effectively with colleagues throughout the organization. This person will plan and budget for the book of business, develop and maintain... ...least 5 years of experience underwriting, preferably in the high net worth space and you are comfortable owning a book of business....High net worthFull timePURE Insurance
White Plains, NY5 days ago$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...can have on their day, personally, professionally, and financially... ...branch teammates and line of business partners... ...Education: High School Diploma, GED, or... ...relationships with high-net-worth clients, providing personalized...High net worthHourly payWork experience placementDay shiftKeyCorp
White Plains, NY3 days ago- Bank of America is looking for a Financial Advisor in their Merrill Advisor Development Program to work with high-net-worth individuals. The role involves developing client relationships, reviewing financial goals, and providing tailored investment recommendations. Qualified...High net worth
- Bank of America is seeking a Financial Advisor for its Merrill Advisor Development Program to work with high-net-worth individuals. You will identify needs, review financial goals, and deliver tailored recommendations. This role emphasizes collaboration with advisory teams...High net worth
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team committed... ...Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop...High net worthTemporary workWork at officeImmediate startShift workDay shift
- ...techniques, our practice serves a high-profile clientele across New... ...Plastic Surgeon to join our elite team. This is an exceptional... ...consultations and develop personalized treatment plans. Provide exceptional... ...: Serving our high-net-worth suburban patient base. Candidate...High net worthFlexible hours
MASC Medical
Scarsdale, NY2 days ago $65k - $75k
...Agencies welcomes you. We need your talent and expertise. Personal Lines Marketing Assistant Location: Armonk, NY 10504 Job Type:... ...a boutique Property & Casualty insurance division providing high level customized insurance solutions to individuals and families...Full timeCross Insurance
Scarsdale, NY4 days ago$112k - $210k
...financial needs through expert advice and personalized banking, borrowing and investment... ...client promise acting as the primary client advisor developing and implementing strategies... .... The RM is responsible for serving high net worth clients in their existing book as well...High net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
$95k - $115k
...effective broker partnerships and strong underwriting practices. The role requires a Bachelor’s Degree and a minimum of 7 years in high net worth underwriting. The ideal candidate will demonstrate exceptional analytical and interpersonal skills, with the ability to...High net worthPURE Insurance
White Plains, NY4 days ago- ...Plains is seeking an experienced Tax Manager to oversee client taxation and management services. The role requires 6+ years in high net-worth taxation, with responsibilities including tax return preparation and staff supervision. The ideal candidate will possess a Bachelor...High net worth
Regal Executive Search
White Plains, NY4 days ago - Talnt is seeking a seasoned Estate & Trust Attorney to handle sophisticated estate planning for high-net-worth individuals in New York and White Plains, NY. Candidates must have 4-6 years of focused experience in estate planning, strong drafting skills, and a solid understanding...High net worth
$180k
...The role requires a minimum of 4 years of experience and expertise in Trusts and Estates law. Responsibilities include advising high-net-worth clients on estate planning strategies, handling probate proceedings, and assisting in litigation support for estate and trust...High net worth- Jobot is looking for a Family Law Attorney to join their high-end firm in White Plains. This position requires a Juris Doctorate and... ...minimum of 3 years of experience in family law, managing high net worth divorces and child custody issues. The ideal candidate will excel...High net worth
- ...Candidate With Possess The Following Qualifications 6+ years of experience in accounting and taxation for high net-worth individuals Excellent communication skills (in person, on the phone, and via email) Sense of urgency and demonstrated ability to follow through Commitment...High net worthRemote work
Regal Executive Search
White Plains, NY4 days ago - ...years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable estates. This role centers... ...exposure Coordinate closely with accountants and financial advisors on tax planning implementation Counsel clients on lifetime...High net worth
- ...premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees... ...within the firm — directly managing a four-person client service and operations team while overseeing...High net worth
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers... ...appropriate insurance coverage. Additionally, the advisor would be responsible for maintaining... ...skills. ~ Detail oriented, highly organized and ability to meet deadlines....High net worthWork at officeImmediate startFlexible hoursAcrisure LLC
Port Chester, NY2 days ago$180k
...the headlines: Responsibilities Estate & Tax Planning: Advise high-net-worth clients on estate planning strategies, including wealth... ...families, and business owners, working closely with financial advisors and tax professionals. Qualifications 4+ Years Experience Trusts...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite High-Net-Worth Personal Lines Advisor. Be the first to apply!
Related searches
- advisor White Plains, NY
- solution advisor White Plains, NY
- care advisor White Plains, NY
- college advisor White Plains, NY
- cultural advisor White Plains, NY
- innovation advisor White Plains, NY
- high net worth White Plains, NY
- personal training part time White Plains, NY
- entry level personal training White Plains, NY
- attorney personal injury White Plains, NY