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

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the HNW Personal Lines Advisor - White-Glove Client Partner in Waterford, MI vacancy
  •  ...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 worth
    Temporary work
    Work at office
    Flexible hours

    Acrisure

    Waterford, MI
    2 days ago
  •  ...Personal Lines High Net Worth Client Advisor A global fintech leader, Acrisure empowers millions of ambitious...  ...driven individual that delivers "white gloves" service and advisory strategies to...  ...face meetings with key clients and HNW prospects. This is a high-income,... 
    High net worth
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    Acrisure

    Commerce Township, MI
    1 day ago
  •  ...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 worth
    Day shift

    National Black MBA Association

    Auburn Hills, MI
    4 days ago
  •  ...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... 
    Suggested

    Aumni

    Waterford, MI
    2 days ago
  • 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... 
    Suggested

    JPMorganChase

    Waterford, MI
    21 hours ago
  •  ...Hills, MI and have 16 offices spread across six countries. We partner with Fortune 500 companies to address complex business challenges...  ...ability in prospecting, cold calling, lead generation, and client presentations within a B2B environment. Skilled at building... 
    Local area
    Worldwide

    V2Soft

    Bloomfield Hills, MI
    2 days ago
  •  ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...  ...with core banking and investment partners. Connect to all the solutions we provide... 
    High net worth
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Auburn Hills, MI
    2 days ago
  • $18 - $22 per hour

     ...of the Role Joe Lunghamer Chevrolet Inc is seeking a Parts Advisor to join our team. Are you the ideal candidate? Are you organized...  ...providing top-notch customer service and quality vehicles to our clients. Joining our team means becoming part of a dynamic and... 
    Hourly pay

    Lunghamer Buick GMC Inc

    Waterford, MI
    4 days ago
  • $40k - $70k

     ...Experienced Parts Advisor L0434 Suburban Ford of Waterford Suburban Ford of Waterford Pay: $40,000 to $70,000 annually based...  ...You'll Do Greet customers and respond to phone, email, and in-person parts inquiries Identify parts needs, check availability,... 
    Temporary work
    Flexible hours
    Afternoon shift

    Lithia

    Waterford, MI
    2 days ago
  • 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... 

    Aumni

    Bloomfield Hills, MI
    4 days ago
  •  ...Chase & Co. in Bloomfield Hills invites an experienced Private Client Advisor to deliver comprehensive financial planning and investment...  ...clients on digital channels, maintain fiduciary integrity, and partner to deepen client relationships across banking and investment... 

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    21 hours ago
  •  ...Bloomfield Hills, MI seeks an experienced Trusts and Estates Attorney/Partner to join the firm. A portable book of business and strong...  ...probate, and trust law are expected. The role emphasizes developing client relationships, advising on tax strategies, and leading... 
    High net worth

    BCG Attorney Search

    Bloomfield Hills, MI
    3 days ago
  •  ...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 includes... 
    Work experience placement
    Flexible hours

    Sila Services

    White Lake, MI
    20 days ago
  • J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to provide client service...  ...marketing and administrative support to Private Client Advisors. You will assist with account openings, money movement and investment... 

    Next Frontier Capital

    Bloomfield Hills, MI
    3 days ago
  •  ...complex estate planning, tax considerations, probate administration, and fiduciary matters. The attorney will advise high-net-worth clients, draft wills and trusts, manage trust administration, and develop new client relationships to grow the practice. #J-18808-Ljbffr... 
    High net worth

    Warner Norcross + Judd

    Bloomfield Hills, MI
    2 days ago
  •  ...Personal BankerThe Personal Banker is the face of Oxford Bank and...  ...with both consumer and business clients. Personal Bankers demonstrate...  ...the functions of all lines of business at Oxford Bank. Personal...  ...Personal Banker or bank experts/partners. The Personal Banker is the... 
    Temporary work
    Work at office

    Oxford Bank

    Clarkston, MI
    1 day ago
  • MSU Federal Credit Union is seeking a Financial Services Specialist to provide superior member experiences and tailored financial guidance at our Sashabaw and Ortonville branches in Michigan. The role emphasizes cross-selling products, delivering education, and maintaining...
    Full time

    MSU Federal Credit Union

    Clarkston, MI
    3 days ago
  •  ...is seeking motivated individuals in Michigan to start a career in insurance and financial services. You will work one-on-one with clients to tailor life and health solutions while building lasting relationships and a rewarding professional path. The role emphasizes robust... 
    Traineeship

    Bankers Life

    Clarkston, MI
    4 days ago
  •  ...The ideal candidate will serve as a thought leader, mentor, and technical advisor, driving excellence in hardware design, reliability, manufacturability, and performance across multiple product lines.Responsibilities:Lead the definition and evolution of electronic... 

    Stellantis

    Auburn Hills, MI
    4 days ago
  • location_onBirmingham, West MidlandsacutePermanentPrivate Client Tax Manager Location: BirminghamJob Type: Full Time | Hybrid The role...  ...and advisory workGood technical knowledge across a range of personal tax mattersExperience managing client relationships and deadlinesACA... 
    Full time

    LHH

    Birmingham, MI
    4 days ago
  •  ...Brighton, Michigan;West Bloomfield, Michigan; White Lake, Michigan; Southfield, Michigan;...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...Grows business knowledge and network by partnering with experts in small business, lending,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bloomfield, MI
    1 day ago
  •  ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and...  ...receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Birmingham, MI
    11 hours ago
  • 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... 

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    4 days ago
  •  ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team...  ...with core banking and investment partners. Connect clients to all of the solutions... 
    High net worth
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Bloomfield Hills, MI
    2 days ago
  •  ...General Function:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education...  ....Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment),... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Clarkston, MI
    2 days ago
  •  ...Professional to work 1:1 with our Recipients. You will be working in our clients homes while supporting, encouraging and helping with skill...  ...them into the community to help grow and strengthen their personal goals outside of their home environment. ExpertCare services... 
    Weekly pay
    Full time
    Part time
    Flexible hours

    ExpertCare

    West Bloomfield, MI
    17 days ago
  •  ...-established and highly respected law firm is seeking a talented Trusts & Estates Associate Attorney to join its growing private client practice. This is an excellent opportunity for an attorney who enjoys working with high-net-worth individuals, families, and business... 
    High net worth
    Full time
    Private practice

    CC Services

    Birmingham, MI
    2 days ago
  • J.P. Morgan Chase in Bloomfield Hills, MI is seeking a Private Client Investment Associate within Wealth Management. You will provide client service, support advisors, and help manage wealth planning for high-net-worth clients. You will handle account openings, money movements... 
    High net worth

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    4 days ago
  • 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... 

    Next Frontier Capital

    Bloomfield Hills, MI
    3 days ago
  • Overview At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors... 
    Full time

    JPMorganChase

    Bloomfield Hills, MI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to HNW Personal Lines Advisor - White-Glove Client Partner. Be the first to apply!