Senior HNW Personal Lines Account Executive & Advisor
$56k - $132kNFP Corp
A leading insurance company in San Francisco is seeking a Senior Account Executive to interact with clients and maintain relationships. The role involves negotiating terms with carriers and preparing marketing strategies for clients. Candidates should have over 8 years of experience and strong leadership skills. Benefits include a competitive salary ranging from $56,000 to $132,000, health programs, and a focus on employee relationships. This is an excellent opportunity for a dynamic professional in the insurance sector. #J-18808-Ljbffr NFP Corp
$56k - $132k
...organization of consultative advisors and problem solvers. We... ...Summary: The Senior Account Executive interacts with clients on a... ...their Supervisor on difficult lines. This role requires the employee... ...with a variety of people/personalities Strong leadership skills...SeniorHigh net worth$56k - $132k
...organization of consultative advisors and problem solvers. We... ...please visit: Summary: The Senior Account Executive interacts with clients on a... ...their Supervisor on difficult lines. This role requires the... ...interact with a variety of people/personalities. Strong leadership skills....SeniorHigh net worth- An established industry player is seeking a dynamic Wealth Advisor to join their innovative team. This role offers the chance to work with high-net-worth clients, providing sophisticated financial planning and investment advice. The firm boasts a strong culture of support...SeniorHigh net worth
- A financial services firm in San Francisco is seeking experienced Financial Advisors to provide high-level financial advice and support to high-net-worth clients. Candidates should have a Bachelor's degree and the CFP designation, along with at least 7 years of related...SeniorHigh net worth
- Page Executive is looking for a financial services professional in San Francisco. The role involves driving growth in assets under management and delivering exceptional client service to high-net-worth individuals. Candidates should possess a bachelor's degree and have...SeniorHigh net worth
$150 per hour
...Must-Have ~8+ years in investment management, with 5+ years as a PM or Co-PM. ~ Proven track record managing institutional or HNW portfolios. ~ Strong expertise in portfolio optimization, risk management, and alpha generation. ~ Deep understanding of market dynamics...SeniorHigh net worthContract workSummer workRemote work- Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and develop long-term relationships with clients across locations nationwide. Candidates should have over 5 years of experience as a Financial Advisor or Wealth...SeniorHigh net worth
- GiveDirectly is seeking a Senior Manager to strengthen our presence in the San Francisco tech community and foster high-net-worth giving. You will oversee the entire donor lifecycle, actively engaging with influential figures to secure substantial contributions aimed at...SeniorHigh net worth
- Travelers Canada is seeking an Account Executive Officer (AEO) to manage and grow a book of business in Walnut Creek, California. This role demands strong underwriting and negotiation skills, as well as the ability to build relationships with both internal and external...Senior
$200k - $300k
A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree...SeniorHigh net worthFull time$200k - $300k
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years of investment-related experience, expertise in providing customized investment solutions, and the ability to ...SeniorHigh net worthFull time- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most...SeniorHigh net worth
$120.4k - $198.7k
...1 What Is the Opportunity? National Accounts provides casualty solutions for clients... ...Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will... ...partners by regularly meeting in person with agents, brokers, and customers to market...SeniorLocal area- ...assets under management (AUM) and generate new client inflows in line with annual targets Build and maintain strong relationships... ...Deliver exceptional client service and ensure accurate, timely execution of client requests, including cash movements, securities transfers...SeniorHigh net worth
$109.3k - $180.2k
....00 Target Openings: 1 Opportunity The Account Executive Officer (AEO), Technology will partner... ...external partners by regularly meeting in person with agents and brokers to market and... ...experience with experience in commercial lines. Deep knowledge of commercial lines...SeniorLocal area$70k - $200k
...information, please review .The Financial Advisor is a strategic professional who stays... ...client base in the United States.* Manage accounts of high net worth investors and jointly... ...private client accounts only by referral or personal contact with an individual seeking to do...SeniorHigh net worthFull time$57.5k - $106.5k
...priorities and best sequence for execution of business / group strategy... .... Broader work or accountabilities may be assigned as needed.... ...execution of your role, in line with our Risk Culture and within... ...products - In‑depth. Knowledge of Personal and Commercial banking...SeniorHigh net worthPart timeLocal area$170k - $210k
...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors?... ...institution (preferably Business, Economics, Accounting or Finance related); Master's degree a... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...SeniorHigh net worthTemporary workWork at officeRemote workFlexible hours$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants... ...and alternative investments, managed account solutions, best-in-class research and... ...relationships with existing clients in Citi Personal Wealth Management and Retail bank...SeniorHigh net worthFull timeWork at office$145k - $185k
...years of specialized expertise, the team is recognized for its deep industry knowledge, strong client relationships, and disciplined execution. We are seeking a highly skilled professional to join our team and support continued growth in this dynamic and specialized market...SeniorWork at office$136.8k - $198.38k
...Yourself. The Ideal candidate lives in the San Francisco Bay area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$90k - $125k
Senior Account Managers on our Financial & Professional Services teams lead integrated communications... ...high-level strategy and day-to-day execution across media relations and integrated... ...thrive in an environment that values personal accountability, high standards, and boundless...SeniorSummer holidayWork at officeLocal areaRemote workFlexible hours3 days per week- ...Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+ years of industry experience, hold Series 7, 63, and 65 licenses...SeniorHigh net worth
- A leading law firm in San Francisco is seeking an experienced Attorney for their Estates and Trusts practice. Ideal candidates should possess 5-10 years of experience in probate and trust administration, focusing on estate and income tax planning for high-net-worth clients...SeniorHigh net worth
- ...compliance oversight. The ideal candidate will have over 7 years' experience in trust administration, effective project management skills, and a commitment to providing exceptional client service. A competitive salary and benefits are offered. #J-18808-Ljbffr Parallel AdvisorsSeniorHigh net worth
- Jobot is seeking a Remote Senior Family Law Attorney specializing in complex high-net-worth asset division. Join our dedicated team in San Francisco, California, to provide top-tier legal representation to clients. The ideal candidate will have over 7 years of experience...SeniorHigh net worthRemote job
- A remote accounting firm based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience. The role focuses on tax planning and advisory services for ultra-high-net-worth clients and requires strong leadership skills to mentor junior staff...SeniorHigh net worthRemote job
$220k
HNW/UHNW Individuals & Partnership Tax | Up to $220K + Awesome Benefits... ...CPA firms is looking for a Senior Tax Manager with a clear path... ...and when they find the right person, the trajectory is real and... ...licensed 15+ years in public accounting tax - individual, partnership,...SeniorHigh net worth$80k - $105k
...Account Executive, Personal Lines This role blends the sales position and responsibilities with those of a typical Account Executive position.... ...in this together as a team, as a family, and as trusted advisors to many. Do Good: This is our core. We strive to do...Work experience placementWork at officeNight shift- Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate will have 7-15+ years of wealth management experience and proven ability to deliver comprehensive financial advice. This hybrid...High net worthWork at office
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