HNW Personal Lines Client Advisor
$60k - $200kWorld Insurance As
A leading insurance broker in Seattle is seeking an Insurance Sales Producer - Personal Lines Client Advisor. In this role, you will identify and engage new clients while leveraging a comprehensive insurance platform. The ideal candidate has proven insurance sales experience and the ability to build lasting client relationships. Compensation includes a base salary ranging from $60,000 to $200,000+ based on performance with substantial benefits. #J-18808-Ljbffr
$70k - $100k
...dedicated professional to manage high-net-worth and affluent client accounts. You will ensure a minimum retention of client accounts... .... The ideal candidate will have 8 years of experience in Personal Lines Property & Casualty Insurance and must hold a state license. This...High net worth$56k - $132k
...organization of consultative advisors and problem solvers. We help... ...Account Executive interacts with clients on a day-to-day basis while... ...Supervisor on difficult lines. This role requires the employee... ...interact with a variety of people/personalities. Strong leadership skills....High net worth$56k - $132k
...organization of consultative advisors and problem solvers. We help... ...Account Executive interacts with clients on a day-to-day basis while... ...Supervisor on difficult lines. This role requires the employee... ...interact with a variety of people/personalities. Strong leadership skills....High net worth- ...Seattle is looking for a Senior Account Executive to interact with clients daily and maintain relationships. This role involves preparing... ...renewals. The position requires significant expertise in multi-line accounts and the ability to negotiate effectively. Candidates should...High net worth
$56k - $132k
...organization of consultative advisors and problem solvers. We help... ...Account Executive interacts with clients on a day-to-day basis while... ...Supervisor on difficult lines. This role requires the employee... ...interact with a variety of people/personalities Strong leadership skills...High net worth$70k - $100k
...independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to... ...Knowledge, Skills and Abilities: ~8 years' experience in Personal Lines Property & Casualty Insurance along with comprehensive...High net worthTemporary workLocal areaFlexible hours$150k
JPMorgan Chase in Bellevue, WA is seeking a Relationship Manager to oversee high-net-worth client relationships across banking, lending, and investments. The role involves building trust, providing targeted advice, and developing solutions to enhance clients' financial...High net worth$60k - $200k
...offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding,... ...payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World’s Client Advisors bring risk management...High net worthBase plus commissionImmediate start- Bessemer Trust is seeking a Client Advisor to join their team in Seattle, Washington. This full-time role involves developing and maintaining relationships with ultra-high net worth clients, providing a range of investment and trust administration services. The ideal candidate...High net worthRemote jobFull time
$28.85 - $40.86 per hour
...Personal Insurance Account Manager Built on meritocracy, our unique company culture rewards... ...team in Seattle, WA! The Private Client Account Manager will manage and grow private... ...~3+ years' high net worth Personal Lines experience ~ Experience with Surplus Lines...High net worthHourly payWork at office- Bessemer Trust in Seattle is seeking a Client Advisor to develop and maintain relationships with ultra-high net worth clients. The role requires proactive communication and a coordinated delivery of services among various departments, including Investments and Trust Administration...High net worthWork at office
$125k - $150k
...Client Advisor Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients... ...120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with...High net worthSummer work$70k - $80k
...Job Description Personal Lines Account Manager Job Summary Seeking a motivated and experienced Personal Lines Account Manager... ...aptitude for sales, and a commitment to delivering outstanding client experiences. This is a hybrid position, offering the...High net worthRemote work2 days per week3 days per week$125k - $175k
...The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated... ...comprehensive family office services, and highly personalized client service. Established in 190... ...has operated continuously in a single line of business, independently owned by one...High net worthTemporary workWork at officeRemote work$85k - $125k
H.W. Kaufman Group is looking for a Private Client Underwriter to manage agency relationships and build a profitable book of business... ...role requires a Bachelor's degree and a minimum of 3 years in personal insurance underwriting. Responsibilities include providing exceptional...Flexible hours$140k - $160k
...We're one of the fastest-growing private client tax advisory firms in the country, built... ...workflows on production AI systems — giving our advisors more time for what matters: building real... ...from a Top 100 CPA firm Expertise in HNW individuals, closely held businesses and...High net worthLocal areaRemote work$50k - $135k
...Assistance Program confidential support for personal or professional challenges at no... ...have been ranked the #1 Personal Lines Leader by the Insurance Journal for... ...management system. Be a Trusted Advisor: Establish rapport with clients and provide guidance to help them...Full timeImmediate startRelocation package$85k - $125k
Burns & Wilcox is hiring for a position within their Private Client Practice. This role involves building a profitable book of private... ...should have a Bachelor’s degree and a minimum of 3 years in personal insurance underwriting. The benefits include a competitive salary...Private practiceFlexible hours$112k - $210k
...seeking a Wealth Market Leader based in Seattle, WA. This role involves growing sales and assets through a dedicated team of Private Client Advisors, providing coaching, and developing crucial partner relationships. Candidates should have 5-10 years of sales management...$135.6k - $275k
...Bank of America is looking for a Portfolio Manager to serve high net worth client relationships by managing discretionary portfolios. The role requires strong advisory skills and experience in investment decision-making. Ideal candidates will have 10–15 years of experience...High net worth$67.5k - $125.8k
...retirement, and private client insurance solutions to... ...America, we combine the personalized service model of a... ...Executives (BDEs) and Client Advisors (CAs) as appropriate to... ...primarily multiple HNW insurance carriers to provide... ...and HNW personal lines insurance experience necessary...High net worthMinimum wageContract workLocal areaFlexible hoursNight shift- A financial services company is looking for a Private Client Advisor to provide clients with comprehensive financial planning and investment solutions. The role requires at least two years of relevant experience, strong client relationship skills, and an understanding...
- A leading financial services company is seeking a Private Client Advisor in Bellevue, WA. The role involves offering personalized financial planning and advice to clients, focusing on relationship management and client acquisition. Candidates should have at least 2 years...
$65k - $75k
...while living well. This is what it means to be a partner for our clients and teammates. Are you ready to join an amazing... ...opportunity for a licensed insurance professional to join our Personal Lines team in Portland, OR (or Renton, WA) as an Account Manager....High net worthWork at officeLocal area1 day per week- ...development initiatives including conferences, on-site meetings, conference calls and investor events as necessary. Participate in the development of marketing materials. Must have experience marketing alternative investments to HNW and institutional clients. #J-18808-Ljbffr...High net worth
$100k - $275k
A leading financial institution in Seattle seeks a seasoned professional for client management. The role focuses on acquiring new clients and deepening relationships through tailored solutions. Candidates should have 12+ years of experience in private banking, strong interpersonal...- A leading financial services firm is looking for a Private Client Advisor to provide comprehensive financial planning and advice. In this... ...diversity and offers a robust rewards package, making it a great place for personal and professional growth. #J-18808-Ljbffr JPMorganChase
$78k
J.P. Morgan is looking for a Private Client Advisor in Bellevue, WA to provide comprehensive financial planning and personal investment solutions. You will support a diverse clientele and deliver exceptional service while developing a book of business. The ideal candidate...- A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating...
$85k - $125k
...Private Client Underwriter *This position is open to multiple Burns & Wilcox branch offices across the US.* When retail agents... ...combination of education and experience Minimum 3 years of Personal insurance underwriting experience required, excess & surplus experience...Private practiceWorldwideFlexible hours
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