Private Client Advisor - High Net Worth Insurance
$52.6k - $98kMercer France
Mercer France is seeking a Private Client Advisor in San Francisco, California, to provide expert advice tailored to high net worth clients. You will navigate client exposures and recommend solutions while ensuring high client retention through exceptional service. The ideal candidate has 2+ years of personal lines insurance experience and holds a Property & Casualty License. This position also offers hybrid work and a competitive salary between $52,600 and $98,000. #J-18808-Ljbffr
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Private Client Advisor - High Net Worth Insurance in San Francisco, CA vacancy
- ...Oliver Wyman, LLC in San Francisco seeks a Private Client Advisor to provide tailored insurance solutions for High Net Worth clients. Candidates should have at least 2 years of personal lines insurance experience, a P&C License, and a strong client service orientation....Private clientHigh net worth
Oliver Wyman
San Francisco, CA18 hours ago $89.5k - $166.9k
...Private Client Advisor Manager Our not-so-secret sauce. Award-winning, inclusive, top workplace... ...Agency (MMA) provides business insurance, employee health & benefits, retirement... ...Personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty (P&...Private clientHigh net worthMinimum wageContract workLocal areaNight shiftMarsh & McLennan
San Francisco, CA11 days ago- ...different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...personal lines insurance experience with High Net Worth clientele Property & Casualty (P&C)...Private clientHigh net worthLocal areaNight shift
$52.6k - $98k
...different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...lines insurance experience with High Net Worth clientele ~ Property & Casualty...Private clientHigh net worthMinimum wageLocal areaNight shiftMarsh LLC
San Francisco, CA2 days ago- ...Private Client Advisor As the leading global citizenship and residency advisory... ...: Join us in working on high-profile projects that shape... ...programs to assisting high-net-worth individuals in achieving... ...experience in investment, insurance, private banking, wealth management...Private clientHigh net worthWork at officeFlexible hours
Henley & Partners
San Francisco, CA1 day ago - ...your mark as a Business Process Specialist, Private Client Services at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement,... ...3+ years of experience in personal lines high net worth insurance Proven critical thinking,...Private clientHigh net worthPermanent employmentLocal areaRemote workNight shift
$56k - $132k
...multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...approach. The Senior Account Executive interacts with clients on a day-to-day basis while developing and...Private clientHigh net worthNFP
San Francisco, CA1 day ago$157k - $285k
The Client Specialist is a sophisticated wealth expert... ...the wealth needs of High Net Worth and Ultra High Net... ...and engage with other advisors on client engagement efforts... ...wealth advisors and private client bankers, you... ...Series 7, 63, and 65 and insurance licensed College...Private clientHigh net worth$56k - $132k
...multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...Private clientHigh net worth- ...Crowe is seeking a Private Client Service Tax Manager in San Francisco, California, responsible for initiating tax planning and compliance projects for high-net-worth individuals. Key qualifications include a BS in Accounting, CPA or EA certification, and a minimum of...Private clientHigh net worth
Crowe
San Francisco, CA3 days ago $75k - $90k
...Rockefeller Capital Management is seeking a motivated Client Associate in San Francisco. The role involves account maintenance, providing quality service to high-net-worth clients, and supporting the Private Advisor team. Candidates should have a BA/BS degree and 0-3 years...Private clientHigh net worthRockefeller Financial
San Francisco, CA4 days ago- ...A global consulting firm is seeking an International Tax Manager to lead tax services for private companies and high net worth individuals. This role involves managing complex tax issues, providing technical advice, and developing high-performing teams. Candidates should...Private clientHigh net worth
Ernst & Young Oman
San Francisco, CA3 days ago - ...their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and individuals. This role involves collaboration with the Private Client Industry Group, supporting clients primarily in California’s technology...Private clientHigh net worth
BCG Attorney Search
San Francisco, CA18 hours ago $80k - $100k
...Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate will... ...of experience in private banking, preferably serving high net-worth clientele. Responsibilities include delivering exceptional...Private clientHigh net worth$90k - $110k
Canadian Imperial Bank of Commerce is seeking a Client Service Manager in San Francisco. The role involves supporting Private Wealth management through exceptional... ...client service experience, particularly with high-net-worth clients. The ideal candidate should have a Bachelor...Private clientHigh net worth- ...closely with various teams to enhance efficiency and effectiveness. The ideal candidate has at least 3 years of experience in high net worth insurance and possesses strong problem-solving and organizational skills. Benefits include generous time off, remote work options,...Private clientHigh net worthRemote job
- ...San Francisco. The role involves working with a diverse client base, including high-net-worth individuals and families, primarily in California's technology... ...and beverage industries. The candidate will support the Private Client Industry Group in building and maintaining client...Private clientHigh net worth
BCG Attorney Search
San Francisco, CA2 days ago - Citigroup Inc. is seeking a Vice President, Lending Advisor to support Citigold and Citi Private Client segments in San Francisco. This role involves... ...experience in wealth management, particularly with high-net-worth clients. Benefits include comprehensive employee packages...Private clientHigh net worth
- ...Manager to provide tax compliance and consulting services to high net-worth clients in San Francisco. Responsibilities include managing... ...This role offers competitive compensation and opportunities for professional growth. #J-18808-Ljbffr BDO Capital Advisors, LLCPrivate clientHigh net worth
- ...on not-for-profit tax, particularly private foundations. This is a highly technical leadership role offering... ...expanding the firm's private foundation client base by delivering deep technical... ...-market companies, as well as high net worth individuals, family offices, not-...Private clientHigh net worthWork at officeLocal area
$87.03k - $138.97k
City National Bank in San Francisco is seeking a Private Wealth Analyst to support Private Banking client teams by delivering investment analysis and financial planning materials for high-net-worth clients. The ideal candidate should have at least 3 years of experience...Private clientHigh net worth$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate will...Private clientHigh net worth- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple... ...personal and private capital needs of high-net-worth individuals and families. With offices... ...structuring") NOT ("paralegal" OR "legal assistant" OR "law clerk" OR "insurance defense")...Private clientHigh net worthPrivate practiceWork at officeWorldwide3 days per week
Lighthouse Legal Search
San Francisco, CA2 days ago $112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...Private clientHigh net worthWork at office- ...We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering... ...advisory and compliance solutions to high net worth individuals, family offices, and... ...Responsible For: Serve as a trusted advisor to high-net-worth individuals, family...Private clientHigh net worthPrivate practiceLocal area
- ...Group (RESIG), the largest real estate private equity fund administrator by funds administered... ...in a growing environment and providing clients with exceptional services. What it... ...middle-market companies, as well as high net worth individuals, family offices, not-for-...Private clientHigh net worthLocal area
- ...& Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held... ...reporting with clients Serve as a trusted advisor on both compliance and long-term...Private clientHigh net worthPrivate practiceWork at officeRemote workFlexible hours
Solid Rock Recruiting LLC
San Francisco, CAa month ago - # Director - Private MarketsCerity PartnersDirectorPrivate EquityFinancial ServicesFull... ...investment advisory services to high-net-worth individuals, families, and institutions... ...research content, and serve as a trusted advisor to client relationships managing allocations to...Private clientHigh net worthPrivate practice
$110k - $130k
...individual and family tax returns for high net worth clients. Ensure accuracy and compliance with... ...) is a leading professional services advisor to middle-market businesses nationwide... ...accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable...Private clientHigh net worthCBIZ
San Francisco, CA3 days ago$130k - $173k
...expertise to join its growing Private Client / Private Wealth practice. This is a high-impact opportunity for a tax professional... ...who enjoys advising high-net-worth individuals, families, trusts,... ...tax returns Serve as a trusted advisor to clients on wealth transfer...Private clientHigh net worthPrivate practiceWork at officeRemote workFlexible hoursSolid Rock Recruiting LLC
San Francisco, CA8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor - High Net Worth Insurance. Be the first to apply!
Related searches
- online customer service representative San Francisco, CA
- customer advisor San Francisco, CA
- airport customer service agent San Francisco, CA
- customer support associate San Francisco, CA
- employee relations assistant San Francisco, CA
- participant services representative San Francisco, CA
- customer service representative 1st shift San Francisco, CA
- inbound call center customer service representative San Francisco, CA
- service agent San Francisco, CA
- insurance customer service advisor San Francisco, CA