HNW Personal Lines Account Executive - Trusted Advisor
$80k - $95kAcrisure LLC
Acrisure is seeking a Personal Lines High Net Worth Account Executive in Needham, MA, to manage client relationships and provide expert coverage recommendations. This role requires 3–5 years of experience in personal lines insurance, preferably with high-net-worth clients, and a Property & Casualty license. Key responsibilities include developing trusted client relationships, reviewing exposures, and delivering outstanding customer service. The position offers a comprehensive benefits package including medical, dental, and wellness resources, with a pay range of $80,000–$95,000 annually. #J-18808-Ljbffr
$80k - $95k
...services and more. Job Summary The Personal Lines High Net Worth Account Executive will manage annual exposure... ...client relationships to become a trusted advisor and primary point of contact. Review... ...insurance experience; preferably with HNW or private client clientele....High net worthWork at officeImmediate start$220k - $250k
...A nationally recognized firm is seeking a mid-level Trusts & Estates Associate (4+ years) to join its Private Client department in their... ...? Nationally respected private client platform Sophisticated HNW/UHNW client work Collaborative, team-oriented culture Required Qualifications...High net worthWork at office- ...Oliver Wyman, LLC is seeking a Personal Lines Motorsports Account Executive to provide exceptional service to high-net-worth clients with motorsports and collector vehicles. You will support a high-volume portfolio and deliver tailored coverage solutions while managing...High net worthRemote work
- ...increase your bottom line – Contact Deland, Gibson... ...skills with executives Business etiquette with... ...Self‑motivation and accountability to get the job done An... ...thrived working as a trusted advisor for its client base.... ...new business sales for Personal, Commercial, Benefits...High net worthWork experience placementFlexible hours
$66k - $123.1k
...Remote position Personal Lines Motorsports Account Manager Our not-so-secret... ...as a Private Client Advisor at Marsh McLennan Agency (... ...Lines Motorsports Account Executive on the Motorsports Practice... ...solutions, and acting as a trusted advisor to protect the unique...High net worthMinimum wageLocal areaRemote workNight shift$163.5k - $251.9k
...professional within the firm's trust company responsible for... ...solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW... ...& Growth Develop and execute plans to grow trust, fiduciary... ...relationships, including intake, account acceptance, and coordination with...High net worthWork experience placementWork at office$163.3k - $204.15k
...Senior Philanthropic Advisor Boston College seeks a Senior Philanthropic... ...Advisor serves as a trusted institutional representative... ...requires exceptional judgment, executive presence, and the ability to... ...principal-level investments. Personally qualify, cultivate, solicit,...High net worthFull timeWork at office- ...are recruiting for a top tier advisor/team in the greater Boston market... ...investment, banking and trust/estate solutions for core clients... ...Wealth Management working with HNW/UHNW individuals and families.... ...managed portfolios, brokerage accounts, portfolio reviews, deposit...High net worth
- ...Epic Search Partners is seeking a lateral attorney or attorney group to join their acclaimed Trust and Estate Planning practice. This role offers a unique opportunity to work with high-net-worth clients, providing expert legal services primarily based from their Boston...High net worth
$100k - $300k
...Wealth Advisor RWA Wealth Partners is a boutique wealth management... ...values respect, teamwork and personal growth, consider joining us at... .... You’ll serve as a trusted partner to clients, offering... ...preferably Business, Economics, Accounting or Finance related), master’s...High net worthLocal area$124.28k - $186.16k
...details for this role. Line of Business: TD Wealth... ...Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts, estates, personal retirement and agency relationships... ...new clients ~ Strong execution skills and action oriented...Work experience placementWork at officeLocal areaWork from homeFlexible hours- ...Director, Wealth Advisor Choreo is a wealth management firm built... ...while establishing Choreo as a trusted advisor brand in the local... ...Experience scaling a market. Strong HNW client experience.... ...teams in their professional and personal lives. We seek to provide employees...High net worthLocal area
- ...Marina Sirras & Associates LLC is seeking a mid-level Trusts & Estates Associate with 4+ years of experience for their Boston office. This role entails working with high-net-worth individuals on complex estate planning and trust administration matters. Candidates must...High net worthWork at office
$75k - $125k
...Associate Wealth Advisor Argent Wealth Management has been a trusted investment management and financial... ...-focused service, personal attention, and... ...taxation relating to advising HNW and UHNW relationships... ...encouraging trust and accountability in all client and team...High net worthPermanent employmentWork at officeLocal areaFlexible hours- ...with offices in Boston, MA. BSP focuses on Financial Services, Accounting & Finance, Human Resources, and Administrative Services for... ...employers. Role Description This Professional Fiduciary Trust Advisor role is a contract position based in Boston, MA, with a hybrid...Permanent employmentContract workTemporary workWork from home
$80k - $90k
.... Merrill’s Financial Advisors and Wealth Management... ...they envision through a personal relationship with... ...their needs. We believe trust comes from transparency... ...customers to specialists, and executing highly customized... ...procedures to open account(s) as appropriate. Acts...High net worthInterim roleImmediate startShift workDay shift- ...Leah Yosef International in Boston is seeking a Wealth Advisor to join their dynamic RIA. This position focuses on serving high net worth individuals and multi-generational families, providing comprehensive wealth management services. The ideal candidate will have an advanced...High net worth
$175k - $225k
A leading investment advisory firm in Boston is seeking a Senior Financial Planner with at least 10 years of experience in comprehensive financial planning. The role emphasizes fiduciary responsibility, client relationship management, and collaboration across teams. Candidates...High net worthFull timeWork at office- ...RWA Wealth Partners is seeking experienced Wealth Advisors to manage high-net-worth client relationships and provide comprehensive financial planning. The ideal candidate will have a minimum of 10 years in wealth management and possess a CFP credential. This role emphasizes...High net worth
- ...Seeking a hybrid Personal Lines UHNW & Family Office SR Account Manager for a top 5 national retail broker located in Dedham, MA or Boston, MA. This position can be housed hybrid (2 days a week and remotely for certain situations) The SR Account Manager’s main responsibility...High net worthWork at officeRemote work2 days per week
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+ | Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership... ...in Boston. This is an opportunity to step into a trusted advisor role, working closely with high-net-worth individuals, families...High net worthPrivate practice$80k - $90k
Bank of America is looking for a Financial Advisor in Wellesley to help clients with their investment needs. This role involves building relationships with high-net-worth individuals, delivering tailored financial advice, and leveraging Merrill’s resources for comprehensive...High net worth$295k
...members, Board or IC members, Family Office staff and outside advisors), driving investment strategy and asset allocation, investment... ...objectives, policies, and asset allocations for complex portfolios and trust structures Represent Cambridge Associates externally through...High net worthWork at officeLocal areaWorldwide$190k - $270k
...skipping tax planning, with an understanding of tax compliance and return preparation. Administer estates and trusts, including routine probate matters, trust accounting, and fiduciary guidance under Massachusetts law. Advise high‑net‑worth clients on business succession,...High net worthPrivate practiceLocal area$160k - $200k
...various internal specialists to deliver integrated wealth strategies and ensure compliance with relevant mandates. The position offers a competitive salary range from $160,000 to $200,000, alongside an attractive benefits package. #J-18808-Ljbffr Rockland Trust CompanyHigh net worth$230k - $300k
Citizens Bank is seeking a Private Bank Relationship Manager based in Boston, MA, responsible for developing high net worth client relationships. This role demands 10+ years of experience in Private Banking and offers a competitive salary range of $230,000 - $300,000 annually...High net worthWork at office- ...NACBA is seeking a Trust and Estate Attorney in Waltham, Massachusetts, with 2–5 years of trust and estate experience. This role offers significant client contact and the chance to work on sophisticated estate planning matters for high net worth individuals. The ideal...High net worth
- New England Private Wealth Advisors, LLC is seeking an experienced Tax & Financial Planning Specialist to join their team in Wellesley, MA. The ideal candidate will have at least 5 years’ experience in tax and financial planning, focusing on high-net-worth clients. This...High net worth
$98k - $124k
...high net worth and institutional client accounts within the Private Bank, while meeting all... ...standards applicable to fiduciary or PB Trust accounts. Ability to analyze and resolve... ...Managers, Bankers, and internal partners to execute portfolio strategies. High attention to...High net worthWork at officeLocal areaWork from homeFlexible hours- ...creation. This role reports directly to the Chief Executive Officer / President.Role Overview:We are seeking an... ...with investors, family offices, registered investment advisors, institutional investors, consultants, and HNW individuals- Develop, maintain, and actively manage...High net worth
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