HNW Personal Lines Advisor - White-Glove Client Partner
Acrisure
A leading fintech firm in Michigan seeks a Personal Lines High Net Worth Client Advisor. In this role, you will provide bespoke service and advisory strategies to affluent clients, managing complex personal insurance accounts. The position requires strong sales abilities, experience with HNW clients, and proficiency in Microsoft Office. A Bachelor's degree and a Property & Casualty license are mandatory, along with 3-5 years in Personal Lines insurance. Benefits include competitive compensation and generous paid leave. #J-18808-Ljbffr Acrisure
- ...support together, we connect clients with customized solutions... ...Summary We are seeking a Personal Lines High Net Worth Client Advisor to join our growing team.... ...that delivers “white gloves” service and advisory strategies... ...with key clients and HNW prospects. The role manages...High net worthTemporary workWork at officeFlexible hours
- ...General Information: Primary Location: White Lake Employee Status: part Time... ...: LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant... ...and existing consumer and business clients. This role focuses on meeting members'...SuggestedWeekly payFull timePart timeFlexible hoursShift work
- ...and investment holdings with client portfolios and make appropriate... ...professional support to Financial Advisors by preparing industry and... ...analytics used in Investment Strategy white papers for Financial Advisors.... ..., with little supervision. Partner with other functional areas to...High net worthWork experience placementWork at office
- ...Merrill Advisor Development Program - Financial Advisor: West Central... ...and Wealth Management Client Associates help clients pursue... ...life they envision through a personal relationship with their advisory... ...core banking and investment partners. Connect to all the solutions...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- A leading financial services organization is seeking a Sales Executive - Personal Lines / High Net Worth in Rochester, MI. The role involves cultivating relationships with affluent clients, providing tailored insurance solutions, and leveraging a comprehensive risk-management...High net worth
- Bank of America is seeking a Financial Advisor in Auburn Hills, Michigan. In this role, you will work closely with high-net-worth individuals... .... Responsibilities include developing business, managing client interactions, and collaborating with financial teams....High net worth
- Bank of America is looking for an Advisor Development Program - Financial Advisor in Auburn Hills, Michigan. This role involves working with high-net-worth individuals to identify their needs and provide comprehensive financial solutions. You will build relationships, recommend...High net worthTraineeship
$18 - $20 per hour
...Warehouse Parts Runner Carter's Plumbing, Heating & Cooling - White Lake, MI Top candidates will be reliable and possess a "... ...conveys professionalism, confidentiality, courtesy, fairness, personal integrity, and respect for others. Physical requirements include...Work experience placementFlexible hours- Bank of America is looking for candidates for the Advisor Development Program as Financial Advisors in Bloomfield Hills, Michigan. This role involves working closely with high-net-worth clients to identify their financial needs and deliver tailored investment solutions....High net worth
- ...wealth management firm is seeking a Financial Advisor to assist high-net-worth individuals in... ...goals. The role includes developing client relationships, recommending tailored investment... ..., and engaging in training to promote personal growth. Ideal candidates will have prior...High net worthDay shift
- ...Chase in Waterford Charter Township, MI, is seeking a Private Client Advisor to provide financial planning and advice to individuals and... .... You will support clients at all wealth levels, delivering personalized investment solutions. Responsibilities include building...
- A leading financial services firm is seeking a Private Client Advisor to offer personalized financial planning and investment solutions to clients. Responsibilities include building strong client relationships, fostering a culture of diversity, and easily educating clients...
- ...and investment holdings with client portfolios and make appropriate... ...professional support to Financial Advisors by preparing industry and... ...analytics used in Investment Strategy white papers for Financial Advisors.... ..., with little supervision. Partner with other functional areas to...High net worthWork experience placementWork at office
- ...high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your... ...join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.... ...functions well within formal and dotted-line reporting relationships. Builds role...Work experience placementLocal areaImmediate startRelocation
- ...legacy, and other life goals through investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through personal relationships with advisory teams committed to their needs. Job Overview As an...High net worthInterim roleImmediate startShift workDay shift
- ...create long-term relationships with broker partners, to help grow their businesses and sell... ...industry knowledge and unparalleled client service to another level and you can be... ...provide a pathway to a more successful personal and professional life. From the team...Full timeContract workWork at officeRelocation
$16 per hour
Job Title Location Pontiac, Pontiac, MI, 48341, United States Base Pay $16.00 / Hour Other Compensation Tips Employee Type Full-Time Non-Exempt Manage Others No Description Common CitizenFull time$16 per hour
Job Title Location Pontiac, Pontiac, MI, 48341, United States Base Pay $16.00 / Hour Other Compensation Tips Employee Type Part-Time Manage Others No Job Description Description Common CitizenPart time- ...eager to make a difference in the aviation industry? Williams International invites you to be a part of our Product Support Technical Advisor team, where your expertise will have a direct impact on the operations of cutting-edge business and military jets. This is more...For contractorsNight shift
- TwinThread seeks a Private Client Advisor in Bloomfield Hills, Michigan, offering financial planning and personalized investment solutions. Ideal candidates have at least 2 years in financial advising with strong relationship management skills. You will build and maintain...
- A leading aviation company based in Pontiac, MI, seeks a Technical Advisor for critical support in the aviation industry. This role involves conducting research on engine maintenance, collaborating with teams, and providing instructions to technicians. Candidates should...Night shift
- ...Description Job Title: Senior Financial Advisor Location: Farmington Hills, MI... ...financial advice for an existing book of client accounts Lead client meetings to review... ...plans, and investment strategies Develop personalized strategies addressing tax, estate, and...High net worthFull time
- A leading financial services firm in Birmingham, MI, is looking for a Private Client Banker to manage banking relationships for affluent clients. The role involves acquiring new clients, providing tailored financial advice, and ensuring compliance with banking regulations...
- ..., lifting, bending. Qualifications needed to perform this position: GED or equivalent Must be familiar with Outlook 360 Must be familiar with Excel. Position Type/Expected Hours of Work: This is a full-time position. Gardner White Furniture & MattressFull time
- ...approximately 13,000 employees and operations in more than 20 manufacturing plants and multiple technical centers globally, Nexteer partners with nearly every major global and regional automotive manufacturer. Employment Agencies Employment agencies are an...Contract workLocal areaRelocation package
- ...and cutting-edge technology across North America. This role will partner with other corporate functions and divisions to develop... ...Employee Assistance Program Future Growth Opportunities, including personal and professional And many more benefits that come with...For contractorsImmediate startWorldwideVisa sponsorshipWork visaRelocation package
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel... ...receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)...Immediate startAfternoon shift
$15.17 - $17.85 per hour
...commitments utilizing account management tools · Complete assigned routes for deliveries, pickups, and account follow-ups · Deliver white-glove customer service in-store, over the phone, and in customers’ homes · Contribute to sales growth and generate new rental...Hourly payWeekly payFull timeLocal areaFlexible hoursWeekday work- ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)...Immediate startAfternoon shift
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors...
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