Senior Private Client Insurance Advisor
$56k - $132kNFP
A leading insurance firm based in Los Angeles is seeking a Senior Account Executive. This role involves developing and maintaining client relationships, preparing applications, and negotiating with carriers. The ideal candidate will possess a strong background in the insurance industry, with at least 8 years of experience and relevant licenses. The firm offers a competitive salary ranging from $56,000 to $132,000, alongside various employee benefits, fostering a people-first culture. #J-18808-Ljbffr
$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorPrivate clientRemote work$105.9k - $231.87k
...in Pasadena, California seeks a Tax Consultant to provide federal tax compliance and consulting services. The role requires leading client relationships and managing engagements effectively while mentoring associates. Applicants should possess a 4-year degree with a CPA...SeniorPrivate client$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...SeniorPrivate client$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...SeniorPrivate client$120k - $130k
...detail-oriented SeniorAssociate,Client Advisor to join our growing team.... ...work closely with a team of senior wealth management... ..., investments, tax, estate, insurance) toidentify,coordinate and implement... ...advisory, family office, or private banking serving UHNW clients...SeniorPrivate clientWork at officeLocal area- ...A leading accounting firm in Los Angeles is seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience...SeniorPrivate client
- ...leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net... ...individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting...SeniorPrivate client
$120 - $150 per hour
...Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientHourly paySeasonal workRemote work$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate client$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...SeniorPrivate client- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate client
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientRemote jobHourly paySeasonal work- ...Capital Group in Los Angeles is seeking a Private Client Services GIC Sr. Analyst. In this role, you will manage investment orders and ensure compliance with guidelines and regulations. Candidates should have a Bachelor's degree and 5-7 years of experience in investment...SeniorPrivate client
- A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate client
- JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants should have at least three years of experience in Private Banking or Financial Services, a Bachelor's Degree, and the necessary licenses...SeniorPrivate client
$300k
...Title: Investigations Partner or Senior Of Counsel (Portable Practice Required) Location: Los Angeles, Oakland, Sacramento, or... ...complex and confidential investigations for both public and private sector clients across California. The successful candidate will bring a strong...SeniorPrivate clientVisa sponsorship$145k - $245k
...A leading professional services firm is looking for a Senior Tax Manager in Los Angeles to join the Private Client Services team. This hybrid role involves reviewing tax returns, responding to notices, and training junior staff. Candidates should have over 8 years in...SeniorPrivate clientWork at officeRemote work- RSM US LLP is seeking a Manager to enhance fund administration services specifically for private equity clients. This role involves managing engagements, optimizing operational workflows, and leading a team dedicated to delivering excellent service. Ideal candidates have...SeniorPrivate client
$120.8k - $231.87k
...member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day‑to‑day tax matters with clients ranging from middle market to multinational....SeniorPrivate clientLocal area- ...PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorPrivate clientWork at office
$190k - $250k
...Mid‑Senior Estate Planning Attorney | High‑Net‑Worth Clients Salary: $190,000 – $250,000 per year. About the Firm Our client is a highly respected private‑client law practice recognized for its deep experience in sophisticated estate planning, fiduciary administration...SeniorPrivate clientPrivate practiceLocal area$168k - $205k
Zions Bancorporation is seeking a Private Banking Relationship Manager in Los Angeles, CA... ...role requires managing new and existing client relationships, along with generating,... ...benefits including medical, dental, vision insurance, and a 401(k) plan with company match....SeniorPrivate client- A leading accounting firm is seeking a Tax Partner to join its Private Client Services team in California. The role involves ensuring compliance, managing client consultations, and mentoring staff. Candidates must possess a Bachelor's degree, CPA or JD, and 12+ years of...SeniorPrivate client
- ...CohnReznick is looking for a Tax Senior Associate for their Los Angeles/Woodland Hills office. This hybrid role primarily focuses on tax services for family offices, requiring strong communication, project management, and tax research skills. The ideal candidate will...SeniorPrivate clientWork at office
- ...accounting and advisory firm in Los Angeles seeks a seasoned tax professional to oversee tax compliance reviews and actively manage client engagements. Candidates should possess a Bachelor's degree along with a CPA or JD, and demonstrate 12+ years of progressive tax...SeniorPrivate client
- A leading insurance brokerage firm in Los Angeles is seeking a Client Executive for its Private Client Services. The role involves managing accounts, developing new business leads, and providing excellent service to clients. The ideal candidate will have 8+ years of relevant...SeniorPrivate client
- ...TwinThread is seeking a Private Client Advisor in Los Angeles, California. This role focuses on offering comprehensive financial planning and investment solutions to a diverse range of clients, ensuring an exceptional investor experience. The successful candidate will...Private client
- ...You Will be Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute to the establishment of... ...clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.* Possess comprehensive...SeniorPrivate clientPrivate practiceWork at officeLocal area
- ...Our client, a rapidly growing and well-established multi-family office, is seeking... ...Worth Individuals and Families. This Private Client Advisor will play a pivotal role in expanding... ...collaboration with other departments, senior management, and professional networking...Private clientWork at officeLocal area
- Edrington is looking for a Private Client Relationship Manager in Los Angeles to lead engagement with our VIP clients including The Macallan... ...competitive salary along with generous benefits like health insurance, vacation time, and a hybrid work model. #J-18808-Ljbffr...SeniorPrivate client
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