Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor — High-Net-Worth Insurance (Hybrid)

Marsh McLennan Agency

Marsh McLennan Agency in Florida is seeking a Private Client Advisor to deepen relationships with high-net-worth clients. You’ll analyze exposures, recommend tailored coverages, and present market data to help clients make informed decisions. You’ll manage renewals, draft proposals, conduct annual Client Advisory reviews, and pursue growth through referrals while coordinating with multiple carriers, all within a culture that values service, ethics and compliance. #J-18808-Ljbffr Marsh McLennan Agency

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Private Client Advisor — High-Net-Worth Insurance (Hybrid) in Miami, FL vacancy
  •  ...Client Advisor Our not-so-secret sauce. Award-...  ...MMA) provides business insurance, employee health &...  ...benefits, retirement, and private client insurance...  ...insurance experience with High-Net-Worth clientele ~...  ...development opportunities Hybrid work Charitable... 
    Private client
    High net worth
    Local area
    Night shift

    Marsh LLC

    Miami, FL
    2 days ago
  • Marsh McLennan Agency seeks a Client Advisor for the Private Client Services team. You will analyze client exposures, advise on coverage...  ...client retention. With 3+ years in personal lines insurance for High-Net-Worth clients and a P&C license, you will renewals and expand... 
    Private client
    High net worth

    Marsh McLennan

    Miami, FL
    4 days ago
  • Title: Personal Lines Insurance Account Executive, High-Net-Worth Location: State of...  ...position* Our client, an established Top...  ...with producers, risk advisors, carrier underwriters...  ...Chubb, PURE, AIG Private Client Group, Berkley...  ...into office on a hybrid basis. The specific... 
    Private client
    High net worth
    Live in
    Work at office

    SolomonEdwards

    Miami, FL
    9 hours ago
  •  ...can make your mark as a Client Advisor at MMA.MMA.Marsh...  ...MMA) provides business insurance, employee health & benefits...  ..., retirement, and private client insurance solutions...  ...Our future colleague. High school diploma or...  ...development opportunities Hybrid work Charitable... 
    Private client
    Work at office
    Local area
    Night shift

    MMC

    Miami, FL
    3 days ago
  • Bessemer Trust in Miami is seeking an Associate Client Advisor to support ultra-high net worth clients by building relationships and coordinating service delivery across trust, investments and planning. You will liaison with Client Advisors and internal teams, preparing... 
    High net worth

    Bessemer Trust

    Miami, FL
    4 days ago
  • Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service... 
    Private client
    High net worth

    Bci Miami

    Miami, FL
    2 days ago
  •  ...Personal Lines Account Manager - Private Client HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad...  ...Manager - Private Client manages a book of high-net-worth insurance business, while acting with a high... 
    Private client
    High net worth
    Full time
    Temporary work
    Work at office
    Local area

    HUB International

    Miami, FL
    6 days ago
  •  ...are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit...  ...their careers in a fulfilling way.  A hybrid between a general tax practice and a hyper...  ...middle-market companies, as well as high net worth individuals, family offices, not-for-... 
    Private client
    High net worth
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    Miami, FL
    5 days ago
  •  ...seeking a Tax Partner for our Private Client Services (PCS) practice,...  ...and compliance solutions to high net worth individuals, family offices,...  ...Responsible For:Serve as a trusted advisor to high-net-worth...  ...careers in a fulfilling way.  A hybrid between a general tax practice... 
    Private client
    High net worth
    Full time
    Private practice
    Local area

    EisnerAmper

    Miami, FL
    5 days ago
  •  ...is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking...  .... This position follows the company's hybrid schedule with 3 days a week spent in office...  ...owned, closely held businesses and high net worth individuals with the solutions they... 
    Private client
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    3 days per week

    EisnerAmper

    Miami, FL
    5 days ago
  •  ...sophisticated global assets, international counterparties, or high-net-worth private clients Most importantly, we want someone whose litigation...  ...Dallas, or Houston . Depending on the candidate, this can be a hybrid or remote role, with flexibility appropriate to the... 
    Private client
    High net worth
    Permanent employment
    Contract work
    Immediate start
    Remote work

    Wolf Global

    Miami, FL
    9 hours ago
  •  ...a Tax Director to join the Private Client Services (PCS) practice, able...  ...billing and engagement economics Highly proactive approach to...  ...careers in a fulfilling way. A hybrid between a general tax...  ...companies, as well as high net worth individuals, family offices,... 
    Private client
    High net worth
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    Miami, FL
    4 days ago
  •  ...solutions company that helps clients around the world turn...  ..., with an emphasis on High Net Worth clientele. Responsible...  ...to clientsMaintains insurance records for accounts...  ...Personal Insurance/Private Client industry, preferredHigh...  ...colleagues work in a ”hybrid” style, with a mix of... 
    Private client
    High net worth
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Willis Towers Watson

    Miami, FL
    3 days ago
  • Overview The VP; Relationship Manager in the Private Client Services Department under the Wealth...  ...and experience interacting with high‑net worth clients. An in‑depth knowledge of the...  ...Posting Locations In this role you can work hybrid from Miami, Florida, United States #J... 
    Private client
    High net worth
    Work at office

    Ocean Bankshares

    Miami, FL
    2 days ago
  •  ...2–5 years of experience to join its highly regarded Private Client & Wealth Planning practice in Florida...  ...estate plans tailored to high-net-worth individuals and families. Advise...  ...relationships and serve as a trusted advisor. Collaborate with attorneys across... 
    Private client
    High net worth
    Private practice

    Capstone Search Partners

    Miami, FL
    4 days ago
  •  ...Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). Headquartered in...  ..., Safra National Bank is a leading private bank with a devoted team of relationship...  ...sophisticated U.S. and international high net worth clients. The Banking Operations Specialist... 
    Private client
    High net worth
    Full time
    Work at office

    Safra National Bank of New York

    Miami, FL
    16 days ago
  •  ...Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations...  ...includes these skills: High school diploma or equivalent...  ...professional development opportunities Hybrid work Charitable contribution... 
    Private client
    Local area
    Night shift

    Marsh & McLennan

    Miami, FL
    4 days ago
  • Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its...  ...(ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients. The program offers in-depth training... 
    Private client
    High net worth

    Imea

    Miami, FL
    9 hours ago
  • Marsh McLennan Agency is seeking a High Net Worth Account Manager in a hybrid role. Based in Florida with regional offices, you will educate clients, assess coverage, and manage complex accounts for luxury clientele. You will collaborate with carriers, underwriters, and... 
    High net worth

    Marsh McLennan Agency

    Miami, FL
    9 hours ago
  • BBVA Global Wealth Advisors in Miami seeks an entry-level Financial Advisor Associate to support a Financial...  ...Advisor in delivering wealth management solutions to high-net-worth clients. The role offers exposure to private banking services and client relationship... 
    Private client
    High net worth

    BBVA Global Wealth Advisors

    Miami, FL
    9 hours ago
  • $110k - $215k

    Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and...  ...candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a... 
    Private client
    High net worth

    Bank of America

    Miami, FL
    9 hours ago
  •  ...and investments on behalf of a private, worldwide clientele. Our...  ...entities — including a law firm and insurance-related account management...  ...the kind of hands-on, high-trust financial stewardship that...  ...international nature of our clients, and we pride ourselves on a... 
    Private client
    Full time
    Work at office
    Worldwide

    Puebla Investments LLC

    Miami, FL
    18 days ago
  •  ...Chase & Co. in Miami, FL invites you to become a Relationship Manager in Consumer and Community Banking. You will cultivate high-net-worth client relationships across banking, lending and investments, delivering tailored advice and solutions that align with clients' objectives... 
    Private client
    High net worth

    Next Frontier Capital

    Miami, FL
    2 days ago
  • Alvarez & Marsal (A&M) is seeking a Director to join our Private Client Services practice in a growing team. You will oversee accounting...  ...management across multiple engagements. A background in high net worth accounting and CPA is highly valued. #J-18808-Ljbffr Alvarez... 
    Private client
    High net worth
    Private practice

    Alvarez & Marsal

    Miami, FL
    9 hours ago
  • JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences... 
    Private client
    High net worth

    JPMorgan Chase & Co.

    Miami, FL
    9 hours ago
  •  ...opportunity to work on complex cross-border tax matters for high-net-worth individuals. The ideal candidate will have a minimum of 2 years...  ...and an LL.M. in Taxation. Responsibilities include advising clients, managing tax planning matters, and collaborating with attorneys... 
    Private client
    High net worth

    Ekspert Counsel

    Miami, FL
    9 hours ago
  • $200k

     ...StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive,...  ...service the investment needs of ultra-high net worth clients in the US.Responsibilities:...  ...01(k); life, accident, and disability insurance; and wellness programs. Citi also offers... 
    Private client
    High net worth
    Full time
    Local area

    Citigroup

    Miami, FL
    5 days ago
  •  ...VP Private Client Group Banker The VP Private Client Group Banker is responsible for maintaining...  ...substantially expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients. Operating as a trusted advisor, the individual leverages an elite suite... 
    Private client
    High net worth
    Local area

    Banco de Crdito e Inversiones

    Miami, FL
    9 hours ago
  • Marsh McLennan Agency (MMA) is seeking a High Net Worth Account Manager in a hybrid Miami-area role. You will build trusted relationships with affluent clients, educate them on coverage options, and coordinate with carriers and underwriters for optimal placements. The... 
    High net worth
    Work at office

    MMC

    Miami, FL
    2 days ago
  •  .... Join a diverse team helping high-profile clients understand, analyze, and respond...  ...senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients...  ...coverage, disability and life insurance, 401(k) plans, and a robust... 
    Private client
    High net worth
    Local area

    KPMG

    Miami, FL
    6 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor — High-Net-Worth Insurance (Hybrid). Be the first to apply!