Private Client Insurance Advisor — Flexible Options
$75k - $85kIMA Financial Group, Inc.
IMA Financial Group, Inc. in Bellevue, WA is seeking a dedicated professional to support daily account servicing and client advisement needs. Ideal candidates will have strong communication skills and the ability to manage renewals while cultivating client relationships. The role requires 2+ years of experience, critical thinking, and proficiency with Microsoft Office. A Property and Casualty license will be necessary for this position. Join our team to enjoy a competitive salary range of $75,000 to $85,000 and a robust benefits package. #J-18808-Ljbffr IMA Financial Group, Inc.
$75k - $85k
...Responsibility for daily account servicing and client advisement needs including client and insurance company inquiries, processing daily carrier downloads... ...Travel Accident Identity Theft Paid Time Off Flexible Work Options Paid Holidays Sabbatical Gift Matching Well‑...Flexible hoursPrivate clientTemporary workInternshipWork at officeLocal area$77.97k
...Newcastle Washington Job Summary The Private Client Advisor's focus will be on our Mass Affluent... ...(CFP) (preferred) Resident State Insurance Licenses (Life, Variable, and... ...in-office presence, while providing flexible options in circumstances where roles can be...Flexible hoursPrivate clientTemporary workBank staffWork at officeNight shift- ...Fairygodboss is seeking a Private Client Banker in Sammamish, WA. In this role, you will manage meaningful banking relationships with a... ...least one year of banking experience, and the ability to work flexible hours, including weekends. We offer competitive salary and various...Flexible hoursPrivate client
$112k - $210k
...defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires... ...Series 7, 24 and 66; Life & Health Insurance licenses (Required). Ability to... ...in-office presence, while providing flexible options in circumstances where roles can be...Flexible hoursPrivate clientTemporary workWork at office- ...we invite you to help clients unlock their potential... ...focusing on Form 1065 for private equity operating... ...capitalization and recovery options, as well as GILTI and... ...a peer. Location is flexible. Managerial Profile... ...Medical, Dental, and Vision Insurance starting on your first...Flexible hoursPrivate clientRemote work
$85k - $125k
...Private Client Underwriter *This position is open to multiple Burns & Wilcox branch... ...those looking to excel in the specialty insurance career. Interested? Join our team!... ...$125,000 based on qualifications Flexible and hybrid options Health benefits & 401K with employer...Flexible hoursPrivate clientPrivate practiceWorldwide$150k
JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager to oversee high-net-worth client relationships across banking, lending, and investments. The role involves building trust, providing targeted advice, and developing solutions to enhance clients' financial...Private client$85k - $125k
...hiring for a position within their Private Client Practice. This role involves building... ...a minimum of 3 years in personal insurance underwriting. The benefits include... ...ranging from $85,000 to $125,000, flexible and hybrid work options, and employer-funded education courses...Flexible hoursPrivate clientPrivate practice- A leading financial services firm in Redmond is seeking a Private Client Advisor to offer comprehensive financial planning. In this role, you... ...Series 7 and 66. You will educate clients about investment options, focusing on their overall financial needs. This position promotes...Private client
- A leading financial services company is seeking a Private Client Advisor in Bellevue, WA. The role involves offering personalized financial planning and advice to clients, focusing on relationship management and client acquisition. Candidates should have at least 2 years...Private client
- A locally owned insurance agency in Seattle is seeking an Agent Team Member to build customer relationships and educate them on insurance options. The role offers a flexible hybrid work environment with competitive benefits, including salary, commission, and up to four...Flexible hours
- A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating...Private client
$78k
J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business. The ideal candidate...Private client$155 per hour
...transactional support to other Real Estate and Land Use clients, especially in local counsel review and opinion work, and to the Private Client Services group generally. Manage real... ...depending on qualifications and experience. Flexible work schedule is encouraged in a collegial...Flexible hoursPrivate clientHourly payLocal area$112.2k - $168.3k
...that’s vital to our clients and the... ...consultant and trusted advisor who is motivated by... ...sophisticated public- and private sector clients who... ...implications, options, and tradeoffs... ...saving accounts, flexible spending accounts,... ...dismemberment (AD&D) insurance, short-term/long-term...Flexible hoursPrivate clientFull timeTemporary workPart timeFor contractorsCasual workLocal areaWorldwide$155 per hour
...collaboration, dedication to serving our clients, and mutual respect. This position is an... ...review and opinion work, and to the Private Client Services group generally. Qualifications... ...on qualifications and experience. Flexible work schedule is encouraged. Perkins Coie...Flexible hoursPrivate clientHourly payLocal area$119k - $164.66k
...relationships with diverse and dynamic clients? If so, we invite you to... ...Manager opportunity on our Private Client Services team. In... ...expect: Comprehensive Insurance Coverage: We offer fully paid... ...your first day. Time Off & Flexibility: Enjoy 10 paid holidays, up to...Flexible hoursPrivate clientTemporary workWork experience placement- A local insurance agency in Kirkland, WA is seeking a Customer Service Representative to build relationships with customers and educate them on insurance options. The ideal candidate will have strong communication skills and a passion for helping people. This role offers...Local area
$76k - $193k
...Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for... ...Tacoma, WA 98402 Position Responsibilities Educate clients on financial planning and insurance options. Provide excellent customer service and build...Flexible hoursLocal areaWork from home$60k - $250k
## Commercial Insurance AdvisorSolicitarremote type: Hybrid Workinglocations... ...solutions that put our clients in control. Our growing... ...you with competitive and flexible benefits options that are rooted in your... ...potential as their insurance advisor. Through our Sales Enablement...Flexible hoursWork at officeLocal area- ...Private Client Group Account Manager In a rapidly changing world... ...one of the worlds' largest insurance brokers, our focus is... ...other Private Client Group Advisors. Qualifications: P &... ...you with competitive and flexible benefits options that are rooted in your current...Flexible hoursPrivate client
$69k
...Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This... .... You will work remotely, serving clients by providing guidance and... ...renewals Unionized position with stock options Comprehensive benefits package including...Flexible hoursRemote jobWork from home- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Skills At least 2 years in a Financial Advisor role or equivalent financial services experience... ...active Life, Health and Long Term Care Insurance license is required or must be obtained...Private client
$130k - $230k
...consulting firm, partnering with clients to solve the world's most... ...voluntary benefits, perks, flexible work options, well-being resources,... ...assistance program, business travel insurance, service recognition awards... ...partner with public- and private-sector clients to create...Flexible hoursPrivate clientWork at officeLocal areaWorldwide- ...unexpected. As one of the world's largest insurance brokers, our focus is dedicated to... ...insurance solutions that put our clients in control. Our growing team of professionals... ...providing you with competitive and flexible benefits options that are rooted in your current needs...Flexible hoursWork at officeLocal area
- ...J.P. Morgan Chase is seeking a Private Client Advisor in Redmond, WA, to provide comprehensive financial planning and advice. The role involves building client relationships and delivering personalized investment solutions. You will require at least 2 years in a Financial...Private client
$225k - $315k
...consulting firm, partnering with clients to solve the world's most... ...voluntary benefits, perks, flexible work options, well-being resources,... ...assistance program, business travel insurance, service recognition awards... ...partner with public- and private-sector clients to create...Flexible hoursPrivate clientLocal areaWorldwide- ...unexpected. As one of the world's largest insurance brokers, our focus is dedicated to... ...insurance solutions that put our clients in control. Our growing team of professionals... ...providing you with competitive and flexible benefits options that are rooted in your current needs...Flexible hoursWork at officeLocal area
$75k - $80k
...executing the aesthetic vision for private label clients, primarily in the drinkware... ...in a team environment Flexible with changes in direction... ...Death & Dismemberment Insurance*Eligibility in the Company'... ...Opportunities- 4 hours of paid optional volunteer time (annually)*...Flexible hoursPrivate clientHourly payFull timeTemporary workSeasonal work$100k - $275k
...financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and... ...tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal skills, and an ability to drive...Private client
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