High-Net-Worth Personal Lines Advisor
$70k - $90kNFP Corp
NFP Corp in New York, New York, is seeking an Account Executive within its P&C Private Client Group. This role involves interacting with clients and developing strong relationships. You will manage applications and renewals while aiming for growth into a lead consultant role. The position offers a hybrid work schedule and targets high-net-worth individuals. A competitive salary range of $70,000 – $90,000 is offered based on experience and qualifications, along with performance-based incentives. #J-18808-Ljbffr NFP Corp
- ...Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and... ...advisory services. Candidates should have a minimum of 5 years in personal lines insurance and an active Property/Casualty License. The role...High net worthRemote jobWork at office
- ...leading financial services organization seeks a Private Client Advisor in New York. This role focuses on providing personalized financial planning and investment solutions to clients, from beginners to high-net-worth individuals. The ideal candidate will have strong...High net worth
- ...leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional... ...Silvercrest's client-centric approach emphasizes personalized solutions underpinned by fiduciary...High net worthWork at office
$85k - $95k
Yieldstreet is looking for an Investor Support Associate in New York to be the key contact for high-net-worth clients managing private market portfolios. This role demands clear communication and a strong understanding of investment concepts to assist investors effectively...High net worth- ...our Private Banking clients. The role offers the opportunity to engage with the local trusts and estates community while helping high-net worth clients manage their estates. This position emphasizes flexibility, allowing for a part-time schedule and telecommuting...High net worthPart timeLocal areaRemote workFlexible hours
$18k - $25k
Flex is looking for a Customer Support Specialist in San Francisco. This role focuses on delivering premium service to high-net-worth members, assisting with banking, credit, and payment issues. The ideal candidate has over 2 years of experience in fintech support and...High net worthFlexible hours$2,500 - $3,000 per month
Crawford Thomas Recruiting is seeking an Inside Sales Representative for a client in New York. The ideal candidate will connect with high-net-worth individuals interested in property investment opportunities in the UK. Responsibilities include identifying and engaging...High net worth- ...A nationally recognized, Barr's Top 10 Registered Investment Advisor (RIA) is seeking a Wealth Advisor to join its New York City office... ...and a clearer path toward becoming a trusted advisor to High Net Worth and Ultra High Net Worth families. Qualifications Ideal candidates...High net worthWork at office
- Silver Air, LLC is seeking a Private Jet Advisor based in New York to develop and maintain relationships with ultra-high-net-worth clients. In this role, you will leverage... ...platform for private jet memberships, providing personalized services and capitalizing on a strong...High net worth
- Innovestinvestments in New York is seeking a key representative to manage high-net-worth clients in North America. This role focuses on fostering investments in Sri Lanka by delivering personalized advisory and utilizing credible data. The ideal candidate will possess a...High net worth
- A leading wealth management firm in New York is seeking an experienced Wealth Advisor to join their Advisory team. The successful candidate will manage a portfolio of high-net-worth clients, delivering exceptional financial insights and tailored solutions. You will engage...High net worth
- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The role centers on delivering sophisticated financial planning strategies while leveraging advanced technology. Candidates...High net worth
$118k - $170k
...focusing on client engagement and driving sales activity. The ideal candidate will attend gallery events and actively follow up with high-net-worth individuals, ensuring a seamless experience while contributing to production goals. This role requires a competitive mindset, a...High net worth- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will have...High net worth
$120k - $150k
...Partners, Inc is seeking an experienced financial advisor to provide comprehensive wealth management services to high-net-worth clients. The ideal candidate will have over... ...investment proposals, and offering personalized financial planning advice. The position offers...High net worth$100k - $250k
Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients...High net worth- ...Divisions is seeking a dedicated Chartered Financial Planner to guide high and ultra-high net worth clients through their complex financial lives. The role emphasizes client relationship management and personalized financial advice in a collaborative environment with...High net worth
$80k - $90k
Dormont Manufacturing Co is hiring for the position of Financial Advisor with Merrill Wealth Management. This role involves working closely with high-net worth individuals to understand their financial goals and deliver tailored investment solutions. Candidates should...High net worth- ...Senior Philanthropic Advisor The Senior Philanthropic Advisor is responsible for providing... ...and structures, and the financial and personal issues affecting wealthy families. The... ...experience working successfully with high-net-worth individuals and successful closure of...High net worthWork experience placementWork at officeLocal areaWeekend workAfternoon shift
- Silver Air, LLC is seeking a Private Jet Advisor for its Upper East Side, Tribeca & the Hamptons operations. The ideal candidate will build relationships with ultra-high-net-worth clients and deliver exceptional service without the constraints of traditional charter sales...High net worthBase plus commission
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and... ..., including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record...High net worthTemporary workWork experience placement- 2026 Global Private Bank Full-time Advisor Program Launch your career in private banking... ...clients and serve existing ones. Deliver highly customized and comprehensive solutions... ...accountable for identifying and managing high net worth and ultra‑high net worth client...High net worthFull timeWork experience placementVisa sponsorship
- HSBC is seeking a Wealth Relationship Manager in New York. This role focuses on building relationships with high-value clients, providing tailored financial solutions, and leveraging expertise in wealth planning. You’ll engage in client assessments and represent HSBC in...High net worth
- Dormont Manufacturing Co is seeking a Financial Advisor for its Advisor Development Program. You will work closely with high-net worth individuals, developing relationships, identifying needs, and providing tailored financial solutions. This is a unique opportunity to...High net worth
$250k - $300k
...The firm is committed to bridging institutional research with personalized wealth advice, offering a salary of $250,000-$300,000+. This... ...role for professionals looking to make an impact in high-net-worth and institutional capital management. #J-18808-Ljbffr Vaco Recruiter...High net worth$250k - $300k
...between sophisticated institutional research and bespoke wealth advisory. We are seeking a Senior Financial Advisor to serve as a primary steward for high-net-worth and institutional capital. This is a strategic appointment for a seasoned professional (12+ years) who...High net worthShift work- ...based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth... ...5-7 years of experience working with high net worth clients and advanced qualifications such...High net worth
$75k - $150k
LE010 Manning & Napier Advisors, LLC seeks a Financial Advisor to collaborate with clients and develop new relationships across various client types. The role requires establishing trust, discussing client investment goals, and monitoring portfolios. A Bachelor’s degree...High net worth- ...As a wealth advisor you will work directly with the wealth management team to create... ...and be driven to grow professionally and personally. Responsibilities Work with wealth advisor... ...wealth management advice to high net worth clients Prepare thoughtful, customized...High net worth
- ...financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions.... ...ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP, CPA,...High net worth
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