High‑Net‑Worth Insurance Sales & Risk Consultant
$67.5k - $125.8kDormont Manufacturing Co
Marsh McLennan Agency is looking for a Sales and Risk Consultant in Los Angeles, California. You will be tasked with generating referrals and negotiating with high-net-worth insurance carriers to secure optimal coverage for clients. Ideal candidates will have significant business development experience, particularly with high-net-worth clients, and hold a Property & Casualty license. The position offers generous benefits including flexible work arrangements and a competitive salary range between $67,500 and $125,800. #J-18808-Ljbffr Dormont Manufacturing Co
- ...firm seeks a Private Client Associate to join its Los Angeles, California office. The ideal candidate will bring expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. Responsibilities Draft complex trust agreements...High net worthWork at office
$156k - $195k
...Director for Private Client to be based in California. This role entails developing and executing tailored strategies for ultra-high-net-worth individuals and managing key relationships while leading a regional team. Candidates should possess over 10 years of relevant...High net worth- ...Description As Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex... ...prior roles Benefits Featured benefits ~ Medical insurance ~ Vision insurance ~ Dental insurance ~401(k) ~...High net worth
- ...specializing in tax planning and compliance for high net worth individuals, families, trusts, estates,... ...to expand tax advisory and consulting services. Partner with internal teams... ...sharing. Oversee engagement quality, risk management, billing, and client service...High net worthPrivate practiceLocal area
- ...Search is seeking a Private Client Associate for its Los Angeles, California office. The ideal candidate will have expertise in high-net-worth estate and tax planning, complex trust agreements, and estate and trust administration. You will be responsible for drafting...High net worthWork at office
- ...level compliance review and tax return signoff Handle client consultations on planning opportunities and changes in tax law Work on... ...experience providing tax compliance and consulting services to high-net-worth individuals and closely-held businesses 5+ years of supervisory...High net worthLocal area
$112k - $150k
...seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years of relevant...High net worth$84k - $110k
...Senior for the Private Client Services. This role involves preparing complex tax returns and mentoring associates while serving high net-worth clients. Ideal candidates have a relevant Bachelor's degree, two years of experience, and excellent communication skills. The...High net worth$112k - $150k
BDO USA is seeking a Tax Manager for its Private Client Services, focused on providing tax compliance and consulting for high‑net‑worth individuals and families. This role requires management of tax engagements, strong leadership, and proactive communication with clients...High net worth- ...seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues. The ideal candidate...High net worth
- BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff. Strong...High net worth
- Fendi Beverly Hills seeks a Private Client Advisor to cultivate high‑net worth relationships and drive sales across all luxury categories. This role emphasizes exceptional client experience, personal outreach, and event‑driven client engagement on Rodeo Drive. Two key...High net worth
- ...This role is designed for professionals with a background in wealth management who are ready to take over an existing book of high-net-worth clients. The firm is known for its strong collaborative environment and competitive platform for advisors. The ideal candidate...High net worth
- ...Services Attorney/Associate in Los Angeles. This full-time in-office role requires 3-9 years of experience, primarily servicing high net worth clients. The practice offers opportunities to advise on complex tax, wealth transfer, and succession structures. Join a top-...High net worthFull timeWork at office
$118k - $170k
Masterworks is looking for a Private Wealth Associate to join their gallery sales team in Beverly Hills, California. This role focuses on engaging ultra-high-net-worth individuals at gallery events, driving sales activities, and collaborating with Senior Advisors towards...High net worth- A leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities...High net worthRemote job
- ...Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading... ...autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr BBF WealthHigh net worth
- ...equivalent field required. 4+ years of tax compliance and/or tax consulting experience in public accounting or a public/corporate mix.... ...PCS Team connects family‑owned, closely held businesses and high net worth individuals with solutions to reach financial goals. Operating...High net worthPrivate practiceWork at officeLocal area
- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...High net worth
- ...Qualifications Candidates must have the ability to perform at a high level in a fast‑paced team environment and ensure adherence to... ...experience required. Financial Institution experience focusing on high-net-worth Private Banking client service strongly preferred. Minimum...High net worthWork at officeShift workDay shift
- ...relationships, the company works with high-net-worth individuals, collectors, stylists, and... ...help expand client relationships, drive sales, and deliver an unmatched luxury experience... ...Conduct private appointments, wardrobe consultations, in-home fittings, and bespoke sourcing...High net worth
$85k - $90k
...to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with... ...Issue EOIs Assist with billing/invoicing issues Manage high net worth clients Qualifications high school diploma/GED (college degree...High net worthWork at officeLocal area- ...Job Description Job Description Extraordinary Falcon 2000LX PIC and SIC opportunity is available to support a High Net Worth individual and his company. Talon Air is actively looking for experienced pilots for our latest Falcon 2000LX aircraft to join our growing...High net worthNight shift
$84k - $108k
...we help customers to manage risk. Make your mark in Underwriting... ...teams help to find insurance solutions in areas including... ..., Multinational Clients, and High Net Worth individuals. We are reimagining... ...and risks etc. Demonstrated sales, marketing, and relationship...High net worthFlexible hours$24 per hour
...Opportunity for advancement Armed Estate Security On-Call Rover (High-Profile Estates) We are seeking elite, professional, and... ..., maintaining the "gold standard" of protection for our high-net-worth clientele. This is an ideal role for current or former law...High net worthHourly payFlexible hoursShift work- ...wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net... ...lead to the growth of the asset base. Appropriately assess risk when business decisions are made, demonstrating particular...High net worth
- ...with title companies to resolve title matters and obtain title insurance. Prepare deeds, affidavits, deeds of trust, and related real... ...estate planning, trust administration, probate, and high-net-worth client matters. Experience with document management systems such...High net worthPrivate practice
- ...(CSR) is responsible for servicing the insurance needs of our Personal Lines Clients. In... ...superior critical thinking skills and a high level of intelligence. You view the world... ...clients, specializing in the needs of high net worth individuals. We are proud to serve...High net worthWork at officeLocal areaImmediate startHome office
$100k - $120k
...Join us in working on high-profile projects that shape... ...to assisting high-net-worth individuals in achieving... ...and mitigate operational risks. Collaborate with... ...experience throughout the sales journey. Achieve a... ...experience in investment, insurance, real state, private...High net worthWork at officeFlexible hours$125k - $191k
...national accounting, advisory and consulting firm with opportunities for... .... Our goal is to balance high development with high performance... ...planning services to high-net-worth individual clients and privately... ..., vision, disability, life insurance, and a 401(k) plan. Further,...High net worthFull timeFlexible hours
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