Senior Private Client Advisor - High-Net-Worth Hybrid
Dormont Manufacturing Co
Marsh McLennan Agency is seeking a Senior Client Advisor to dive into client exposures and recommend tailored insurance solutions. The role involves maintaining strong client relationships, addressing their needs proactively, and creating proposals for renewals. Ideal candidates will have over three years of experience in personal lines insurance, a Property & Casualty License, and a strong client service focus. Join a company that values colleague well-being through generous benefits and a supportive work culture. #J-18808-Ljbffr Dormont Manufacturing Co
- ...McLennan Agency Description: Senior Client Advisor Our not‑so‑secret sauce.... ...benefits, retirement, and private client insurance solutions... ...insurance experience with High‑Net‑Worth clientele Property & Casualty... ...development opportunities Hybrid work Charitable...SeniorPrivate clientHigh net worthLocal areaNight shift
$165k - $200k
...U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to...SeniorPrivate clientHigh net worth- Fwainvest is seeking a Senior Private Wealth Trust Officer to manage personal trust accounts for high-net-worth clients in the Town of Florida, NY. This role requires strong interpersonal... ...for professional growth in a hybrid work environment. The ideal candidate will...SeniorHigh net worth
- A discerning private client is seeking an exceptionally poised, detail-oriented... ...to provide discreet, high-level support. This role demands... ...surrounding regions) for hybrid in-person/remote work. Key Responsibilities... ...office or equivalent high-net-worth environment Outstanding...Private clientHigh net worthRemote jobPart timeWork at officeImmediate startMonday to Friday
- JPMorganChase in New York is looking for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This role involves fostering trust and delivering exceptional client experiences while collaborating across...SeniorPrivate clientHigh net worth
- A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's...SeniorPrivate clientHigh net worth
$90k - $120k
...firms. The partners are looking for a Tax Senior Associate / Tax Senior soon, and that... ...returns for various entities, businesses, high net worth individuals, pass through entities, C-... ...review work on multiple entities and VIP clients Very proficient with various tax software...SeniorPrivate clientHigh net worthFull timeLocal areaMonday to FridayFlexible hours- ...financial institution in New York is seeking a Client Process Manager to drive new business... ...will have over 12 years of experience in private banking or complex financial services,... ...financial solutions. This role demands a high level of collaboration and prior experience...SeniorPrivate client
- Overview Kaufman Rossin is seeking a Tax Senior Manager (HNW, Private Client, and Private Equity industry-specific) to help lead our brand-new West... ...Provide tax planning and compliance services to high net worth and private equity clients Assisting entire Tax practice...SeniorPrivate clientHigh net worthWork at office
- Tax Senior Associate | Private Client Services (PCS) Florida Full Time Job Overview As a Tax Senior Associate... ...and consulting engagements for high-net-worth individuals, families, and their... ...relationships, serving as a trusted advisor. Assist with IRS and state tax audits...SeniorPrivate clientHigh net worthFull timeWork at officeLocal area
$20.25 per hour
Client Service Associate - Gallagher Full-time At Gallagher, we’re... ...and passion to meet Taco Bell's high standards. You'll take charge,... ...‑café’s growing business… Private Client Group Supervisor - Personal... ...) Quoting & binding high net worth or private client group personal...SeniorPrivate clientHigh net worthHourly payFull timePart timeWork at officeLocal areaImmediate startRemote workShift work- Responsibilities Responsible for meeting the servicing needs of large Corporate and Private Client Group clients Apply banking knowledge to support clients Manage multiple tasks in a fast-paced environment Ensure client retention and satisfaction Handle loan servicing...SeniorPrivate client
- ...seeking a Restructuring & Office of the CFO Senior Associate to join their team. This... ...modeling, budgeting, and supporting private equity clients to achieve sustainable performance improvement... ...and is based in New York, NY with a hybrid work model. #J-18808-Ljbffr Selby...SeniorPrivate clientWork at office
- ...Florida Bar admission is preferred. The role involves advising high-net-worth clients on estate planning and implementing advanced wealth transfer... ...mentorship and opportunities for professional growth in a hybrid or in-office setting. #J-18808-Ljbffr VCG Attorney...High net worthWork at office
- ...McLennan Agency is looking for an Insurance Producer focused on Private Clients in New York. The role involves developing clients through a... ...sales skills. Benefits include generous time off, hybrid work options, and professional development opportunities. Join...Private client
$95.5k - $195.4k
...join the IronSpire Group. The role involves providing high-level tax consulting for ultra-high-net-worth clients, managing complex engagements, and ensuring... ...years of relevant experience. This position supports a hybrid work model and offers a competitive salary between...High net worth- ...located in New York is seeking an Insurance Producer to join their Private Client team. The role demands strong B2B sales experience and an... ...and proficiency in MS Office. This position offers generous benefits and a hybrid work model. #J-18808-Ljbffr Marsh McLennan AgencyPrivate client
- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...Private clientHigh net worth
$300k
...is seeking a Technical Tax Partner for a senior leadership role focused on sophisticated... ...for multinational entities and ultra-high-net-worth individuals. The ideal candidate will have... ...starting salary of $300,000 annually and a hybrid work environment. The role provides...High net worthFull time- ...Florida. This role involves managing complex tax engagements for high net worth individuals and firms, providing strategic planning, and... ...federal and state tax returns. The ideal candidate has strong client service skills, over 7 years of public accounting experience,...Private clientHigh net worthFlexible hours
- ...Beach, FL. This role offers a mid-level attorney the chance to engage in sophisticated real estate transactions for high-net-worth clients, focusing on private client and estate planning matters. Duties Collaborate with estate planning attorneys on wealth transfer...Private clientHigh net worth
- ...advisory firm is seeking a Client Services Associate in... ...exceptional service to Ultra High Net Worth clients. Candidates must... ...a competitive salary, bonus potential, and a hybrid work environment, allowing for one work-from-home day per week. #J-18808-Ljbffr CV AdvisorsHigh net worthWork from home1 day per week
- ...Florida, NY, to provide tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate... ...needs while working collaboratively with financial advisors and private bankers to ensure comprehensive service delivery. #J-18...SeniorHigh net worth
- ...Analyst in Florida, United States. This role requires strong analytical skills and the ability to build relationships with high net worth clients. The successful candidate will anticipate client needs and provide tailored financial solutions. A Bachelor's degree is required...SeniorHigh net worth
- Cruise Planners HQ in New York seeks a senior accountant to partner with the current Senior... ...for AR/AP. The role requires strong private corporate accounting experience and the ability... ...financial reporting in a dynamic, hybrid work environment. #J-18808-Ljbffr Cruise...Senior
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial... ...mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore,...Private clientHigh net worthWork at office
- ...multiple PE funds, continue vehicles, SPVs, and management entities, while coordinating with a third‑party administrator and CF O. This hybrid role includes a $180K-$210K base, bonus, and strong benefits. You will manage month‑end to year‑end closes, ensure NAV accuracy,...Senior
- ...responsible for preparing and reviewing complex individual, trust, and business tax returns for high-net-worth clients. This role involves partnering with wealth advisors to deliver proactive tax strategies. Successful candidates will possess a Bachelor's Degree, an active...SeniorHigh net worth
- Jobtailor in the United States seeks a seasoned Client Service professional to support large Corporate and Private Client Group clients. You will apply banking knowledge... ...servicing requests while ensuring compliance and high client satisfaction. Applicants should bring 5-7...SeniorPrivate client
- M&T Bank Corporation is seeking a Senior Wealth Advisor in Palm Beach, Florida. This role involves leading client relationship teams while promoting the company's wealth... ...and a proven track record managing high net worth clientele. Ideal candidates will possess a...SeniorHigh net worth
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