Senior HNW Client Advisor
USI Insurance Services
A leading insurance brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication skills. This role includes responsibilities such as maintaining client retention, providing technical expertise, and preparing insurance proposals. The company offers competitive pay, comprehensive benefits, and a supportive work environment. #J-18808-Ljbffr USI Insurance Services
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior HNW Client Advisor in Denver, CO vacancy
- Description and Requirements General Description: Responsible for independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review...SeniorHigh net worthTemporary workLocal areaFlexible hours
$70k - $100k
...Job Title Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Job Description Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual...SeniorHigh net worthTemporary workLocal areaFlexible hours$90k - $120k
...management firm looking for a dedicated Tax Senior to join our team in Indianapolis. This is... ...and enjoys working closely with clients to manage their complex tax needs. You will... ...experienceDirect collaboration with wealth management advisors to deliver holistic financial...SeniorHigh net worthWork at officeLocal areaRemote work- The Charles Schwab Corporation is seeking a Sr Manager for Schwab Private Client Services in an on-site role in Colorado. The position leads a high-performing team delivering tailored service to High Net Worth clients by phone and email, driving growth and exceptional...SeniorHigh net worth
- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (Firm HQ)... ...Manager to join their growing private client group. This is a fully remote... ...clients, attorneys, and financial advisors Conduct technical research and advise...SeniorHigh net worthFull timeRemote work
Solid Rock Recruiting LLC
Denver, CO1 day ago $100k - $120k
...sophisticated tax planning, compliance, and consulting for affluent clients, closely integrated with our broader wealth management services... ...investments, and charitable giving.Collaborate with wealth advisors and portfolio managers to provide a unified financial...SeniorHigh net worthWork at officeRemote work- ...Tax Manager / Senior Tax Manager - Denver, CO (Hybrid) Industry: Public Accounting | Client Focus: HNW, Trusts & Estates, Family Wealth Experience Level: 7+ Years | CPA Required Join a well-established, Denver-based public accounting firm with over 50 years...SeniorHigh net worthFlexible hours
Solid Rock Recruiting LLC
Denver, CO4 days ago - Proven Recruiting is seeking a Senior Tax Associate for wealth management clients, focusing on high-net-worth individuals with exposure to individual and entity tax. The role emphasizes a collaborative culture, work-life balance, and flexible hybrid/remote options depending...SeniorHigh net worthRemote jobFlexible hours
- ...Company are proud to be exclusively retained by our client, a prominent commercial real estate investor, to appoint a Senior Director of Investor Relations/Investment... ...major financial institutions, family offices, and HNW investors.Proficient in crafting technical materials...SeniorHigh net worthInterim role
- A reputable CPA firm is seeking a Tax Manager or Senior Tax Manager. This fully remote role focuses on high-net-worth taxation and offers... ...a CPA. Join a supportive environment that values quality service and client relationships. #J-18808-Ljbffr Solid Rock Recruiting LLCSeniorHigh net worthRemote jobFlexible hours
- ...Senior Client Services Representative The Client Services Representative is primarily responsible for working with The Private Wealth... ...requests. You will create presentations and support Private Wealth Advisors during client meetings. You will assist with training and...SeniorHigh net worthWork at office
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio... ...Worth and Ultra High Net Worth clients. This leader will partner closely... ...managers, financial advisors, trust officers, and other specialists... ...Management experience with HNW or UHNW client relationships,...SeniorHigh net worthFull timeWork experience placementWork at office
$120k - $150k
...Job Description Job Description Senior Tax Advisor – Fully Remote $120,000–$150,000 Base + Bonus... ...who enjoys working directly with clients but is tired of spending every busy season... ...experience with closely held businesses and/or HNW clients ~ Comfortable owning client...SeniorHigh net worthRemote workSolid Rock Recruiting LLC
Englewood, CO12 days ago$200k - $240k
...to doing what’s right for our clients.At CIBC, we embrace your strengths... ....comWhat you'll be doingAs a Senior Wealth Strategist, you are... ...Managers and high net worth (HNW) clients to develop and implement... ...between clients and outside advisors (i.e., attorneys, CPAs) to implement...SeniorHigh net worthFull timeRemote work- ...work-life balance.Position OverviewWe are seeking a highly skilled Senior Tax Manager to oversee and manage our tax compliance and... ...REITsCollaborate with the wealth management team to align tax strategies with client goalsConduct tax reviews and provide recommendations for...SeniorHigh net worthLocal area
- First National Bank of Omaha is seeking an UHNW Financial Advisor to serve ultra-affluent clients and prospects seeking to build, grow and preserve wealth. The role leverages a team-based approach to deliver holistic wealth management, fiduciary guidance, and personalized...SeniorHigh net worth
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit &...SeniorHigh net worth
- ...role leads tax compliance and planning for high‑net‑worth individuals and their closely held businesses. You’ll work directly with senior leadership and executives, tackling sophisticated tax issues without the grind of traditional public accounting. Why This Role Stands...SeniorHigh net worth
Oxford Tax Recruiting
Denver, CO21 hours ago - ...Recruiting leads tax compliance and planning for high-net-worth individuals and their closely held businesses, offering exposure to senior leadership and sophisticated tax strategies. You’ll work directly with executives, tackle complex issues, and enjoy a balanced...SeniorHigh net worth
$95k - $125k
Senior Tax AssociateLocation: Boulder, CO | Denver, CO | Durango, COSalary:$95,000 - $125,000 + Benefits (Commensurate with experience... ...firm in Boulder that serves as a true growth partner to our clients. By focusing on innovative industries-including technology, real...SeniorHigh net worth$175k - $240k
...than legal strategy, it's about helping clients navigate some of life's most challenging... ...and exceptional advocacy. We are seeking a Senior Family Law Attorney with 10+ years of family... ...Responsibilities: • Serve as a trusted advisor to clients, helping them navigate...SeniorHigh net worthHalligan LLC
Denver, CO3 days ago- FNBO in Denver is seeking an UHNW Financial Advisor to serve ultra-affluent clients with sophisticated needs. You will work with a dedicated team to deliver holistic wealth management, planning, and banking solutions. The role emphasizes building trusted relationships,...SeniorHigh net worth
- Allworth Financial is seeking a Senior Wealth Planner to deliver sophisticated planning for high-net-worth clients. You will lead complex engagements, collaborate with internal teams, and design integrated strategies across estate, tax, and liquidity planning. Responsibilities...SeniorHigh net worth
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering... ..., and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is... ...all current software toolsActs as a Career Advisor to associates and senior associatesSchedules...SeniorHigh net worthPrivate practiceWork at office
- ...Public Accounting's Best of the Best, is seeking experienced Tax Senior Associates to join our growing Tax practice. This role offers... ...closely with teammates to deliver high-quality service and value to clients. Tax is a core service line at BT and one of the firm's...SeniorHigh net worthLocal area
Bennett Thrasher
Denver, CO3 days ago $141k - $290k
...culture at weaver.com. Position Profile Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses to high-net-worth...SeniorHigh net worthImmediate startFlexible hoursWeaver
Denver, CO3 days ago$91k - $124.5k
...strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover... ...move with Aprio.At Aprio, we're looking for an experienced Senior Tax Associate who wants more than just another busy season. This...SeniorHigh net worthFull timeWork at officeLocal areaRemote workFlexible hours$285k - $405k
...Department: Client Services Reporting to: President FLSA Status: Exempt Location: Denver, CO with periodic travel to household or... ...Enterprises offices To Apply: About the Role Walton Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience...High net worthWork at officeWalton Enterprises
Denver, CO1 day ago- Bank of America in Denver seeks a senior Wealth Planning Specialist to serve high- and ultra-high-net-worth clients. You will lead trust, estate, and wealth transfer planning, coordinating with Advisor teams to craft tailored strategies and implement them with Advisors...SeniorHigh net worthLocal area
$130k - $196.2k
...leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and...SeniorHigh net worthFull timeLocal areaWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior HNW Client Advisor. Be the first to apply!
Related searches
- immediate hire customer service representative Denver, CO
- lead customer service agent Denver, CO
- customer service attendant Denver, CO
- td bank customer service representative Denver, CO
- inbound customer service representatives Denver, CO
- senior customer support representative Denver, CO
- airport customer experience specialist Denver, CO
- customer support associate Denver, CO
- customer service officer Denver, CO
- remote customer care specialist Denver, CO