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
- Northern Trust is seeking a Senior Relationship Advisor II in Wealth Management to manage complex HNW/UHNW client relationships and deliver fiduciary and administrative services. The ideal candidate collaborates with client service teams, external advisors, and NT resources...High net worth
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- 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
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...Be a problem solver, trusted advisor, and partner to the people and businesses... ...communities. The Private Client Banker (PCB) is part of the... ...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- ...Advisor Development Program- Financial Advisor Merrill Wealth... ...Advisors and Wealth Management Client Associates help clients pursue... ...life they envision through a personal relationship with their... ...core banking and investment partners. Connect to all the solutions...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...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
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...of the Role Joe Lunghamer Chevrolet Inc is seeking a Parts Advisor to join our team. Are you organized, customer-focused, and ready... ...providing top-notch customer service and quality vehicles to our clients. Joining our team means becoming part of a dynamic and...Hourly pay$17 - $20 per hour
Great Teams Don't Happen by Accident Built with Intent. Driven by YOU. At Gerber Collision & Glass, our teams work to provide the elite infrastructure and supportive environment you need to Be the Best and outperform at every touchpoint in collision and glass services...Daily paidFull timeTemporary work- ...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
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Joe Lunghamer Chevrolet Inc is seeking a Parts Advisor to join our team in Waterford Twp, MI. You will manage inventory, assist technicians, and provide top-tier service to retail and wholesale customers. We value work ethic, teamwork, and a willingness to learn new technology...- Fifth Third Bank is seeking a Wealth Management Advisor II in Birmingham, MI to serve as a trusted advisor to Private Bank clients, coordinating specialists to meet wealth goals. You will profile client needs, drive AUM growth, and coordinate with attorneys and CPAs to...
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...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're... ...we do is our purpose: We partner for positive impact to improve the... ...flexibility that you need to balance your personal and professional lives - the best of...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...We are hiring Financial Advisors to help clients plan for their financial future. The role focuses on building and managing a client practice... ...incentive travel. The flexibility that you need to balance your personal and professional lives – the best of both worlds. A culture...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $60k
...Personal Lines Account Manager Job Summary Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a dynamic team.... ...pivotal 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
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- ...Citizens Private Client Relationship Manager (PCRM) At... ...Private Client provides personalized, world class financial planning... ...other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial... ...with colleagues in other lines of business including...High net worthLocal area
- Edward Jones is seeking Financial Advisors in Waterford Charter Township to assist clients in planning for their financial future. This role includes building a client practice and achieving performance targets. The firm provides paid training, a competitive compensation...
- 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
- Jonus Group in Michigan is seeking a dedicated Personal Lines Account Manager to service client accounts, manage renewals, and support agency growth. You will handle a split book, focusing 20% on new business and 80% on renewals. The role requires a Property & Casualty...Remote work
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Bankers Life in Clarkston, MI is looking for ambitious individuals to join our team as Insurance Sales Agents and Financial Representatives. This role is perfect for those who have a passion for helping others achieve financial goals and enjoy networking. As part of our...- ...Personal Banker Associate I page is loaded## Personal Banker Associate Ilocations: Clarkston, MItime type: Full timeposted on: Posted... ...* Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring...Work experience placementWork at office
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