Private Client Advisor - High Net Worth
Maury Donnelly & Parr Inc
Maury Donnelly & Parr Inc is seeking a Client Manager for the Private Client Group in Cockeysville, MD. This full-time role involves managing high net worth accounts, analyzing adequacy of coverage, and ensuring proper billing and claims tracking. The ideal candidate should have a Bachelor's Degree and an active insurance license. The position starts in-person for 90 days and then may transition to a hybrid schedule. Benefits include paid maternity leave and a 401(k) plan. #J-18808-Ljbffr Maury Donnelly & Parr Inc
- This role supports high-net-worth individuals and families with day-to-day accounting and financial reporting, working closely with... ...level finances. Responsibilities Support family office and private wealth clients with ongoing accounting and financial reporting Maintain...Private clientHigh net worthWork at office
- ...Private Client Account Manager, Personal Insurance Client is one of the Mid-Atlantic's largest and fastest growing independent insurance firms. We specialize in employee benefits and risk management solutions. We are widely acknowledged as one of our industry's most...Private clientHigh net worth
- Trucordia is seeking a dedicated sales professional to meet established sales quotas and manage a book of business. The ideal candidate should have a 4-year degree in business management or a related field, along with a state-issued insurance producer license and 2-5 years...Private clientFlexible hours
$50k - $75k
...Client Manager- Private Client Group (Personal Lines) Be part of a winning team that leads the way as a Best Practices Agency in Insurance... ...all team accounts. Ideal experience for this role includes High Net Worth and Recreational Marine account management, along with a...Private clientHigh net worthFull timeWork at officeImmediate start$135k - $150k
...and estate administration, or related private client work Strong understanding of estate and... ...related instruments Familiarity with high-net-worth client planning, including business succession... ...the opportunity to serve as a trusted advisor rather than working behind the scenes....Private clientHigh net worth- ...Private Client Advisor Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity. Exceptional... .... Continually manages a book of business to support high renewal rates. Collaborates with Client Service to...Private clientFull timeWork at officeFlexible hours
- ...chosen area of focus for highest probability of long-term success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal business and place new business accounts. Follows Trucordia sales methodologies and...Private clientFlexible hours
- EisnerAmper LLP is seeking a Tax Senior Manager to join our Private Client Services practice. This role emphasizes tax planning and compliance for ultra-high net worth individuals, particularly in the financial services sector. The ideal candidate will have over 10 years...Private clientHigh net worthPrivate practiceLocal area
- ...We are seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The position offers flexibility in terms of office... .... Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis...Private clientHigh net worthPrivate practiceWork at officeLocal area
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- Client Service Specialist Job Description Black Diamond Financial is a private wealth management firm focused on preserving and enhancing... ...Supporting our firm’s Wealth Advisors as needed Completing account... ...service, attention to detail and high achievement. The ideal...Private clientWork experience placementWork at office
$35.6k - $66.2k
...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...you if your professional track record includes these skills: High school diploma required. Two (2) years Customer Service...Private clientPermanent employmentLocal area$35.6k - $66.2k
...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...you if your professional track record includes these skills: High school diploma required. Two (2) years Customer Service...Private clientMinimum wagePermanent employmentLocal areaNight shift- ...deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...Private clientFlexible hours
$23 - $26 per hour
...Caregivers Ready to Earn More, Your Skills Are Worth More Than Agency Pay. Connect with private-pay clients in your area. Set your own schedule. Earn $23... ...experienced Certified Nursing Assistants (CNAs) to provide high-quality, non-medical in-home care to seniors in...Private clientHourly payFull timePart timeReliefCurrently hiringFlexible hours- A financial services firm in Maryland is seeking an individual to support high-net-worth clients with day-to-day accounting and financial reporting. You will manage personal and entity financial statements, ensure accuracy in documentation, and assist with trust and estate...High net worth
$80k - $115k
A leading insurance brokerage firm is seeking a Personal Risk Specialist to manage risk solutions for high-net-worth clients. The role involves business development, client relationship management, and achieving sales goals. Candidates should have at least 3 years of experience...High net worth- .... The role involves working closely with wealth advisors to create comprehensive financial plans for high net worth individuals. The ideal candidate will have a CFP... ...registered investment advisory setting, supporting client communication and presentation preparation. #J-...High net worth
- ...skilled insurance sales representative in Cockeysville, Maryland. The successful candidate will meet established sales quotas, manage client relationships, and utilize sales tools to generate new business. Qualifications include a relevant degree and a state-issued...Private clientFlexible hours
$80k - $90k
Bank of America in Cockeysville, Maryland, is seeking a Financial Advisor in its Advisor Development Program. This role involves working with high-net-worth clients, developing relationships, and delivering personalized investment recommendations. Responsibilities also...High net worth- Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial... .... The Financial Planner will work with advisors to deliver comprehensive financial... ...tax, estate and retirement planning for high net worth individuals. Responsibilities Support...High net worth
$50k - $100k
...Consultant, Employee Health & Benefits at MMA. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we...Private clientMinimum wageWork at officeLocal areaNight shift$50k - $100k
...business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...you if your professional track record includes these skills: High school diploma Prior B2B sales experience with consultative...Private clientMinimum wagePermanent employmentWork at officeLocal area$44k - $80k
...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile... ...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and...High net worthRemote jobWork from home$58k - $72k
Overview Your role A Client Associate services clients and provides operational... ...support to Financial Advisors. Your team You’ll be working as part of a Private Wealth Management Team based in... ...Hunt Valley, Maryland. We help high net worth and ultra-high net worth clients...High net worthFull timeWork at officeFlexible hours- ...Growth and delivering for our clients, teammates, communities and shareholders... ...access to the full array of Private Bank and the bank's... ...and prospects as their trusted advisor, providing integrated recommendations... ...Private Bank platform ~ High touch, client-focused...Private clientWork at officeFlexible hoursShift workDay shift
$85k - $100k
...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive... ...and insurance consultation to high net worth individuals and family offices with complex... ...successful families. Attract new clients to Private Risk that meet the minimum...High net worthWork at officeLocal area$120k - $175k
...Tax Manager (Hybrid) / $$$ / High growth regional firm / Flexible This Jobot Job is hosted by: Joseph Sipocz Are you a fit?... ..., 1031 Exchange, Tax Planning, Gift, S Corp, Tax Returns, High Net Worth, Corporations, Tax Accounting, IRS, EA, and hold an active CPA...High net worthPermanent employmentLocal areaRemote workFlexible hours- ...forms. The ideal candidate will have a robust understanding of 1120S, 1031 Exchange, Tax Planning, Gift, S Corp, Tax Returns, High Net Worth, Corporations, Tax Accounting, IRS, EA, and hold an active CPA license. Why join us? Medical/Dental/Vision 401K match...High net worthPermanent employmentLocal areaRemote workFlexible hours
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...equal opportunity employer and place a high value on diversity and inclusion at our...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor - High Net Worth. Be the first to apply!
- airport customer experience specialist Cockeysville, MD
- customer support representative Cockeysville, MD
- service person Cockeysville, MD
- e-commerce customer service representative Cockeysville, MD
- warehouse customer service representative Cockeysville, MD
- customer service officer Cockeysville, MD
- client service representative Cockeysville, MD
- technical customer service advisor Cockeysville, MD
- full time customer service representative Cockeysville, MD
- client service consultant Cockeysville, MD


