Private Client Practice Leader - High-Net-Worth Concierge
$100k - $200kCommunity Bank, N.A.
Community Bank, N.A. is seeking a Private Client Practice Leader in Rochester, NY to manage complex personal risk clients. The role involves delivering exceptional service, building business growth, and managing strategic relationships through Centers of Influence. Candidates should possess 5+ years in personal lines client management, excellent communication skills, and a valid NYS Property/Casualty Agents/Brokers license. Compensation ranges from $100,000 to $200,000 with competitive benefits and professional development opportunities. #J-18808-Ljbffr Community Bank, N.A.
- A financial services firm is seeking a Private Client Practice Leader to manage a book of complex personal risk clients. The ideal candidate will have strong expertise in high net worth insurance and excellent relationship skills. Responsibilities include achieving book...Private practicePrivate clientHigh net worth
$100k
...with friendly, personalized, high-quality financial services... ...recognize that our high net worth and private clients require a level of... ...standard. The Private Client Practice Leader is responsible for managing... ...management strategies and concierge‑level attention. Retain and...Private practicePrivate clientHigh net worthLocal area$155k - $220k
...collective thinking. Our nationally recognized Private Clients lawyers partner with individuals,... .... The team develops and implements practical planning solutions geared to protect... ...candidate will have experience representing high net worth individuals, trusts, partnerships,...Private practicePrivate clientHigh net worthWork experience placement$90 - $120 per hour
EY is seeking a Seasonal Tax Manager in Rochester, NY, to join their Private Client Services team. This role involves reviewing complex individual tax returns and managing compliance for high‑net‑worth individuals and families. Candidates should hold a valid US CPA...Private clientHigh net worthRemote jobHourly paySeasonal work- Community Financial System, Inc. seeks a Private Client Practice Leader in Rochester, NY to manage complex personal risk clients. Responsibilities include client relationship management, driving new business through Centers of Influence, and achieving growth targets. Qualified...Private practicePrivate client
$60k - $200k
...payroll & HR solutions. Commercial Lines Sales Executive (Client Advisor) Position Overview World’s Client Advisors... ...challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing...Private clientHigh net worthBase plus commissionImmediate start$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere... ...Services (PCS) is a growing practice within EY, dedicated to... ...equity owned companies, all high‑growth private companies. In... ...income tax planning for high‑net‑worth individuals and families, partnership...Private clientHigh net worthHourly paySeasonal workRemote workFlexible hours- ...actively building out its coverage of the Private Bank and its strategy designed to support its Family Office and High‑Net‑Worth clients. This Vice President will fill a new role... ...& CFO services, luxury travel & concierge, yachting and more. You will be a key member...Private clientHigh net worthWork at office
- MedCBO, Inc is seeking a Cardiology Physician for an independent practice opportunity, based in various U.S. markets including Rochester, New York. This position offers autonomy along with operational support for non-clinical business functions. Ideal candidates will have...Private practice
$25 - $38.46 per hour
Private Client Banker - Perinton page is loaded## Private Client Banker - Perintonlocations: Fairport... ...Key’s clients and Key. **Education*** High School Diploma , GED, or equivalent... ...maintaining strong relationships with high-net-worth clients, providing personalized service...Private clientHigh net worthHourly payWork experience placementDay shift$40 - $60 per hour
...Metro Psychotherapy & Counseling is a group private practice that provides psychotherapy to young adults, Middle aged adults, elderly, and... ...in not just on a creating safe and prosperous space for our clients, but for our staff as well. The position is a remote position...Private practiceRemote workFlexible hours- ...Lending Specialist in Rochester, NY, to manage complex borrowing relationships and provide innovative credit solutions to ultra-high net worth clients. You will collaborate with talented colleagues across various functions to enhance the client experience and drive...High net worth
- ...travel service company is seeking a Remote Travel Customer Representative to provide support to travelers. This role involves assisting clients with inquiries, trip updates, and ensuring a positive experience. The ideal candidate should have strong communication skills and...Remote workFlexible hours
$65.3k - $104.3k
City National Bank is hiring a Private Banking Officer II in Rochester, NY, to provide servicing for private banking clients and assist with deposit operations. Candidates must have at least 7 years of banking experience and strong interpersonal and analytical skills. The...Private client- ...ABOUT THE AREA: Located in Brighton, NY just 3 miles from Rochester, NY ABOUT THE POSITION: Private Practice with 5 locations Practice started in 2002 Doctor - owned group practice Will be working alongside another Pediatric Dentist In - office...Private practiceWork at officeRelocation
- JPMorgan Chase & Co. seeks a Private Client Investment Associate in Rochester, NY, for Wealth Management. The role involves supporting Private Client Advisors through operational requests and relationship management to enhance client satisfaction. Candidates must hold...Private client
- ...ABOUT THE AREA Located in Brighton, NY, just 3 miles from Rochester, NY. ABOUT THE POSITION Private practice with 5 locations, established in 2002. Doctor-owned group practice. Collaborate with another Pediatric Dentist. In-office anesthesiologist...Private practiceWork at officeRelocation package
$17.86 - $23.22 per hour
Intermountain Healthcare is looking for a compassionate Patient Service Representative in Ogden, Utah. This full-time role requires at least six months of customer service experience. You will provide excellent service to patients, handle appointment scheduling, verify ...Hourly payFull time$125k - $165k
...Associate with 4-6 years of experience. The candidate will advise high-net-worth clients on tax and estate planning, wealth preservation, and charitable giving. This role includes collaboration with various practice areas to offer comprehensive solutions. The position offers...High net worth- A leading financial services firm in Rochester, NY is looking for a Private Client Advisor. This role involves providing comprehensive financial planning and advice, emphasizing relationship management over portfolio management. The ideal candidate will have at least 2...Private client
- A leading financial institution in Rochester seeks a Select Growth Advisor to support Private Client Advisors in offering comprehensive financial planning. The role demands strong analytical skills and a deep understanding of wealth management, as you will provide exceptional...Private client
$170k
Leah Yosef International in Rochester, New York is looking for a Lead Wealth Manager to manage complex relationships with high-net-worth clients. The role involves comprehensive financial planning, succession planning, and risk management, with a first-year compensation...High net worth- ...be adept at strategic planning, project management, and have the ability to engage with a wide range of constituents, including high-net-worth individuals and community stakeholders. The Vice President will also be responsible for ensuring compliance with legal and...High net worth
- A leading financial services firm in Rochester is seeking a Private Client Advisor to provide financial planning and investment solutions to individuals and families. You will focus on building client relationships and delivering personalized solutions while fostering...Private client
- TwinThread is seeking a Private Client Advisor for their Monroe location. The role involves offering comprehensive financial planning and investment solutions tailored to clients' needs. Ideal candidates will have at least 2 years of experience in financial advisory, possess...Private clientFull time
$150k - $200k
...Our client, a well-established and highly respected AM Law 200 firm, is looking to add a Trusts & Estates... ...role include: Working with high-net-worth clients and business clients on estate... ...setting Must be admitted to practice in New York State. Admittance to...High net worth- J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses...Private client
- ...ABOUT THE PRACTICE This is a well-established, doctor-owned private group practice with five locations across the region. Founded in 2002, the group has built a strong reputation for delivering comprehensive, high-quality dentistry in a modern and patient-centered...Private practiceFull timeWork at officeRelocation package
- ...and motivated to provide a first‑class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are... ...conduct 'what‑if' scenario‑based analysis. Work with Team Leader to monitor risk metrics across the team Work with...Private client
- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...Bank’s credit solutions to ultra-high net worth clients and advising on implementation... ...Responsibilities Act as internal sales leader for the credit product, liaising with...High net worthLocal area
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