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
- ...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 worthTemporary workWork at officeImmediate startFlexible hours
- The Jonus Group in Michigan is seeking a dedicated Personal Lines Account Manager to manage personal lines accounts, service clients, and contribute to agency growth in a fast-paced team. The role requires a P&C license, 1-2 years’ experience, proficiency with Epic, and...SuggestedRemote job
- ...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
- 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
- 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
- First American in Bloomfield Hills, MI is seeking an experienced Title Underwriter to join our Agency Division. With 5-7 years of underwriting experience, you will support issuance of real estate title insurance, review policies, and ensure compliance with applicable laws...
- ...Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team. This role focuses on delivering concierge-level service and consultative strategies to affluent clients, building trust through face-to-face meetings and expert risk guidance....High net worth
- ...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...
$25 - $38.46 per hour
...Private Client Banker Location: 6525 Orchard Lake Road - West... ...a problem solver, trusted advisor, and partner to the people and businesses... ...impact we can have on their day, personally, professionally, and... ...partnerships with branch teammates and line of business partners through...High net worthHourly payWork experience placementDay shift- ...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 areaWorldwide
- ...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 clients to all of the...High net worthTraineeshipWork at officeShift workDay shift
- ...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
- ...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...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$18 - $20 per hour
...Description of the role: Joe Lunghamer Chevrolet Inc is seeking a Parts Advisor to join our team. Are you the ideal candidate? Are you... ...providing top‑notch customer service and quality vehicles to our clients. Joining our team means becoming part of a dynamic and...Hourly payImmediate start- 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...
$63k - $154k
...support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information....Work at officeRemote workWork from homeFlexible hours- ...Counter Opportunity HERE IS YOUR OPPORTUNITY TO HAVE ALL LATE NIGHTS AND WEEKENDS OFF! We are seeking an experienced Parts Counter person with excellent customer service skills and a winning attitude. At Bowman Auto Group we strive to make every customer a customer...Night shift
$19 per hour
...hospitality , guest experience, and personalized service, Go Rentals is the... ...a team known for delivering white-glove service to private aviation... ...executives, and aviation partners, ensuring every interaction... ...relationships with our clients by going that extra mile in...High net worthLocal areaShift work$45k - $60k
...Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and detail-oriented Personal Lines Account Manager... ...in managing and servicing personal lines accounts, ensuring client satisfaction, and contributing to the growth of an agency. If...Remote work- ...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
- 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...
- ...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
- Job Summary The Personal Banker is the face of Oxford Bank and will... ...both consumer and business clients. Personal Bankers demonstrate... ...understand the functions of all lines of business at Oxford Bank.... ...Personal Banker or bank experts/partners. The Personal Banker is the...Full timeTemporary workWork at officeMonday to Friday
$50k - $80k
...access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary...Work at officeFlexible hours- 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
$50k - $80k
Bankers Life is seeking ambitious individuals to become Financial Professionals who will build a client base, grow relationships, and guide clients through key financial decisions using our expansive product portfolio. The role offers sponsored coursework and mentorship...Work at officeFlexible hours- ...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 officeFlexible hoursShift workWeekend workDay shift
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