HNW Executive
Employment Specialists Ltd
Search For Job Vacancies: Insurance, Financial and Legal We’re recruiting for an experienced Insurance High Net Worth professional to manage a portfolio of HNW Clients. You’ll understand that your clients rely on your expertise while you build strong, trusted, and profitable relationships with them, within a successful and growing business that is full of opportunity. You’ll be working in a very supportive environment within a friendly and experienced team. The role of the HNW Executive involves: Managing your portfolio of High Net Worth Clients. Supporting your clients all year round. Developing relationships and helping clients find the right Insurance products to fit their needs. Tailoring your approach, working with clients face to face, on the phone or via video calls. Renewal is your main priority but you’ll also focus on growth by offering solutions from a diverse range of brands and a wide breadth of products. The experience you need to demonstrate as a HNW Executive includes: Experience handling the Insurance requirements of HNW clients. Proactive use of initiative to identify opportunities to assist clients and grow the business. Excellent communication and interpersonal skills, comfortable dealing with demanding customers. A positive outlook, engagement, collaboration, and resilience to adapt while working well with your team and supporting others. Benefits Holiday entitlement of 26 days plus bank holidays. 24‑hour support for physical and mental wellbeing. Annual salary with a role‑based incentive. #J-18808-Ljbffr Employment Specialists Ltd
$81k - $125k
A leading insurance brokerage is seeking a Senior Account Executive to manage high net worth client accounts. This full-time position involves building client relationships, negotiating complex insurance terms, and ensuring accurate account management. A bachelor’s degree...High net worthRemote jobFull time- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in Jericho, New York. The ideal candidate will manage relationships with UHNW and HNW clients, leveraging strong networks and collaboration across departments...High net worth
$38 - $42 per hour
NextPath Career Partners is seeking a Financial Analyst to join our client’s team in Locust Valley, NY. This on-site contract position offers a salary of $38-$42 per hour, depending on experience. The ideal candidate should possess a Bachelor’s degree, at least 5 years ...High net worthHourly payContract work$100k - $145k
...Senior – Public Accounting $100,000 - $145,000 New York, NY +1 Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work Jobot Pro: Kal Mayer Easy Apply Now A bit about us: We are a well-established, mid-sized public...High net worthWork at officeLocal area$350k
...develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI’s and or an established book of clients... ...7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products #J-18808-Ljbffr Avior Executive SearchHigh net worth$90k - $160k
Tax Supervisor - Private Client Services Salary Range $90,000.00 - $160,000.00 Salary/year Position Type Full Time / Experienced Level Category Tax Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously...High net worthFull time- ...Job Description High-Net-Worth Personal Lines Account Executive Hybrid | Annual Bonus Opportunities We are seeking an experienced... ...Qualifications ~ Experience managing a Private Client/ HNW Personal Lines book ~ Active P&C License ~...High net worthWork at office
$350k
Benefits Pulled from the full job description Dental insurance Health insurance Paid time off Vision insurance Responsibilities: - Provide strategic tax planning and consulting services to clients - Manage and oversee tax compliance and reporting...Full timeRelocationMonday to FridayShift workWeekend workDay shift$90 - $120 per hour
EY is seeking a Seasonal Tax Manager to join their Private Client Services team. This role will handle complex tax planning and compliance projects for privately held companies and their owners, focusing on high-net-worth individuals and families. Candidates should have...High net worthRemote jobSeasonal work$88k - $123.74k
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...High net worthFlexible hours$140k - $210k
...Established CPA Firm Looking to Grow Their Team! Hybrid Schedule + HNW / Generalist Tax Work This Jobot Job is hosted by: Kal Mayer Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $140,000 - $210,000 per year A bit...High net worthWork at officeLocal areaRemote work- ...as professionals and a Firm, find inspiration to do our best work What work you will be responsible for: Develop and execute strategic plans to achieve Tax growth targets. Implement sales strategies with Practice and Go-To-Market leaders to drive profitability...High net worthLocal area
- ...transitional situations Perform Chief Restructuring Officer (CRO)-type responsibilities, including cash flow oversight, operational execution, stakeholder communications, and turnaround implementation Lead and mentor engagement teams while managing multiple client...High net worthLocal areaRemote work
$80k - $110k
...Chief Philanthropy Officer The Chief Philanthropy Officer oversees the planning, development, and execution of a comprehensive fundraising program for the Boys & Girls Clubs of Nassau County Foundation (BGCNCF). This key leadership position plays a vital role as the...High net worthFull timeWork at officeWeekend workAfternoon shift$60k - $200k
...across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Commercial Lines Sales Executive (...High net worthBase plus commissionImmediate start$69k - $87k
...NFP Corp is looking for an Account Manager or Executive to manage client relationships and prepare strategic applications. The position can... ...Bethesda, MD. Candidates with relevant experience in the HNW market and strong relationships with key carriers are encouraged...High net worth$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This role focuses on serving privately held companies and their owners and families—from family‑owned businesses to private equity...High net worthHourly paySeasonal workRemote work- Summary: Our award-winning client is seeking a Tax Accountant to join their team. Lead as a Tax Manager, steering multiple client engagements, fostering collaboration among staff, supervising and mentoring accountants, reviewing diverse tax returns, specializing in...High net worth
$270k - $320k
...Senior Vice President, Chief Accounting Officer (CAO) The Senior Vice President, Chief Accounting Officer (CAO) is the senior executive responsible for the accuracy, integrity, and governance of all accounting and financial reporting across CardWorks, Inc., with enterprise...Temporary workWork at officeRemote work$175k - $185k
Job Details Job Type Administrative Salary Range $175,000- $185,000 Start Date As soon as possible FLSA Status Exempt Application Deadline Oct 30, 2026 Contact Please submit an online application ...Temporary workFor contractorsLocal areaImmediate start$70k - $90k
...Plainview, NY or Warrington, PA office with a hybrid work schedule from either. We will consider a remote option for experienced PCG/HNW candidates within the East Coast who are familiar with such markets and can report to one of those offices as required. Essential...High net worthWork at officeRemote work$145k - $160k
The Nature Conservancy is seeking an Associate Director of Development III in Cold Spring Harbor, NY. This pivotal role involves developing and managing fundraising strategies, focusing on high-net-worth individuals to secure significant gifts. The ideal candidate will ...High net worth- ...bonuses) and real advancement potential. They are seeking a talented Tax Manager with strong interest and experience working with ultra HNW individuals. This Tax Manager role can be 100% remote or hybrid if you live in the greater NY area. * 5+ years of experience with a...High net worthLive inRemote work
- divh2Senior Tax Accountant/h2pClient is a highly reputable and growing CPA firm located on the Nassau/Suffolk border in Long Island./ppDue to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as ...High net worthFull timeWork experience placement
$145k - $160k
The Nature Conservancy is hiring an Associate Director of Development III in Cold Spring Harbor, NY. This role involves developing and managing fundraising strategies to cultivate individual donors and raise over $2 million annually. The successful candidate will engage...High net worth$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This senior role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial...High net worthFull time$85k - $100k
...potential has no limits HUB is the place for you. Senior Account Executive We are looking for a Senior Account Executive to join our... ...existing client relationships Must have experience working with HNW carriers Chubb, Pure, Cincinnati, Berkley One, and AIG/PCS...High net worthWork experience placementLocal area- Tax Senior (Penn Plaza) New York, New York, United States About the Job Senior Tax Accountant Location: New York City (Penn Plaza or Jericho) Join a reputable CPA firm with a prominent presence in New York City, Penn Plaza, as well as offices in New Jersey...High net worth
$121.58k - $173.99k
...special place Sunrise is to be a part of. COMMUNITY NAME Sunrise of Glen Cove Job ID 2026-242192 JOB OVERVIEW The Executive Director is responsible for overall leadership, management, and success of the community. Responsibilities include but are not limited...Full timeWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift- Develop/implement the firm's long-term vision, mission, and strategic goals. Ensure the firm's financial health, including managing cash flow, investments, and profitability. Monitor and improve internal systems and processes, ensuring efficiency and effectiveness...
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