Senior Private Client Advisor - High-Net-Worth Insurance
Risk Strategies
Risk Strategies in Boston, MA seeks a Senior Private Client Relationship Manager to serve high-net-worth individuals with personalized insurance solutions and exceptional service. You will assess client needs, build lasting relationships, present tailored coverage, and collaborate with underwriters and claims to ensure optimal outcomes. A strong sales mindset and industry knowledge are essential. #J-18808-Ljbffr Risk Strategies
$125k - $150k
Brown Advisory is seeking an experienced professional to provide client service for high net worth families and family offices. The role requires at least 10 years of experience in relevant fields and offers a competitive salary of $125-150k, depending on experience and...SeniorPrivate clientHigh net worth- ...in Boston is seeking a skilled administration and client service professional to support high net worth families and family offices. The ideal candidate will... ...maintenance, and collaborating with outside advisors on tax matters. The position offers competitive compensation...SeniorPrivate clientHigh net worth
$90k - $120k
...specialize in helping our clients navigate the complex... ...us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ...about you! As a Private Client Advisor you’ll be an... ...experience in investment, insurance, real state, private...Private clientHigh net worthWork at officeFlexible hours$80k - $200k
A leading insurance brokerage is seeking a Personal Lines Private Client Advisor to provide high-net-worth individuals with tailored insurance solutions. Responsibilities include cultivating client relationships, offering expert guidance on personal insurance needs, and...Private clientHigh net worth- ...seeking an experienced professional responsible for expanding client relationships and advising clients on their financial needs within... ...Qualified candidates will have over 7 years of experience in high-net-worth client management, possess strong interpersonal skills, and be...SeniorPrivate clientHigh net worth
- EisnerAmper seeks a Senior Tax Manager for Private Client Services (PCS) based in Westwood, MA. You will lead preparation and review of federal and multi-state returns for high-net-worth individuals and their families, while guiding tax planning and client service. Collaboration...SeniorPrivate clientHigh net worth
- A private wealth management firm in Boston is looking for a Senior Registered Client Service Associate to support Financial Advisors and deliver exceptional service to high-net-worth clients. The ideal candidate has over 3 years of experience in wealth management and holds...SeniorPrivate clientHigh net worth
- ...role emphasizes developing wealth planning strategies for high-net-worth clients. Ideal candidates will possess over 5 years of experience in... ...accountants to meet clients' complex needs, collaborate with the Private Client team, and create impactful marketing content. #J-18...SeniorPrivate clientHigh net worth
- EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice in Westwood, MA. This dynamic role involves providing tax compliance and consulting services to high net-worth individuals and their businesses. The ideal candidate will have over 12 years...SeniorPrivate clientHigh net worthPrivate practice
- BCG Attorney Search is seeking a highly skilled Private Client International Tax and Estate Planning Associate/Senior Associate to join their Boston team. This role requires... ...planning, specifically advising high-net-worth international families. The ideal candidate...SeniorPrivate clientHigh net worth
$181.5k - $246.8k
Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience...SeniorPrivate clientHigh net worth- EisnerAmper LLP is looking for a Tax Senior Manager in Boston to oversee... ...tax planning guidance for high net-worth individuals and families.... .... They should be skilled in client communication and... ...compliance. Benefits include medical insurance and a 401(k) plan. #J-18808-...SeniorPrivate clientHigh net worth
- BDO USA is seeking a Tax Experienced Senior in Boston to provide tax compliance and consulting services for high net-worth clients. The ideal candidate will leverage their educational background and professional skills to meet client needs effectively. Responsibilities...SeniorPrivate clientHigh net worth
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth clients, providing personalized financial... ..., and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant...Private clientHigh net worth- Citizens is looking for a dedicated professional to join our team in Cambridge, MA, as we expand our services to affluent clients. The position involves onboarding clients, providing personalized financial strategies, and maintaining relationships through proactive communication...Private clientHigh net worth
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Boston, MA. The... ...estate planning, with a focus on advising high-net-worth international families and their businesses....SeniorPrivate clientHigh net worthRemote work
$83k - $104k
Citizens is seeking a skilled professional in Boston to acquire and onboard new affluent clients into a Book of Business. The role requires 3-5 years of experience in banking or wealth management, with the ability to grow investments through personalized financial planning...Private clientHigh net worthFlexible hours- Senior/Principal Associate - Family (0438) Here at Mills & Reeve we are hiring an experienced Family Solicitor to join the team in Cambridge, exclusively working with private clients including high net worth individuals and professionals. Please click on the link to learn...SeniorPrivate clientHigh net worthWork at office
$185k
Trusts & Estates Senior Associate | Boston | Base Salary $185K+... ...Hybrid Sophisticated work. High-net-worth clients. Clear path to partnership.... ...years) to join its growing private client practice in Boston.... ...opportunity to step into a trusted advisor role, working closely with...SeniorPrivate clientHigh net worthPrivate practice- ...goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The role... ..., and income tax issues for high net‑worth individuals and related businesses... ...dental, vision, life, and disability insurance. 401(k) retirement plan. Flexible...SeniorPrivate clientHigh net worthPrivate practiceLocal areaFlexible hours
- Brown & Brown, Inc. is seeking a Senior Private Client Relationship Manager to deliver personalized insurance solutions and exceptional service to high-net-worth individuals and families in our Private Client team. You will assess needs, build enduring relationships, and...Private clientHigh net worth
- Senior Registered Client Service Associate Ashton Thomas is seeking a Senior Registered Private Wealth Client Associate to join our growing team in... ...planning solutions to high-net-worth individuals, families, and... ...and supporting Financial Advisors in a high-touch private wealth...SeniorPrivate clientHigh net worth
- Evolve Talent Partners seeks a Private Client Relationship Advisor in Boston to lead a high-touch client service experience for complex families and family offices. You will work with portfolio managers, advisors, and external professionals to ensure fiduciary accuracy...SeniorPrivate client
- ...best way to help our clients and advance our business... ...Planner to join our Private Banking team in Boston... ...collaborate with an existing Senior Wealth Planner in... ...Serving as a trusted advisor directly to Private Banking... ...of contacts in high-net worth communities by actively...SeniorPrivate clientHigh net worthLocal area
- ...Tax Senior Associate At EisnerAmper, we look for individuals who welcome new ideas... ...a Tax Senior Associate to join the Private Client Services (PCS) team. This role is to be... ...family owned, closely held businesses and high net worth individuals with the solutions they...SeniorPrivate clientHigh net worthTemporary workLocal area
$125k - $150k
...purposefully built and nurtured our client-first culture.Brown Advisory... ...the firm.Brown Advisory’s Private Client Service team is... ...administration and client service for high net worth families and family... ...with outside advisors concerning client’s personal...Private clientHigh net worthH1bWorldwide$80k - $200k
...25 applicants World Insurance Associates (“World”)... ...closing new commercial clients (small, medium,... ...commercial lines insurance, high net worth / private client, employee... ...risk management advisor and bring the entire... ...Talent Department. Seniority level Seniority level...Private clientHigh net worthBase plus commissionFull timeImmediate startRemote work$81.2k - $105.6k
Senior Tax Associate - Fund Solutions Team (Boston, MA) Cambridge Associates ("CA... ...foundations, pension plans, and ultra-high net worth private clients implement and manage custom... ...funds, in coordination with CA’s tax advisor. Communicate with fund managers regarding...SeniorPrivate clientHigh net worthWork at officeLocal area$125k - $150k
...advice and the highest level of client service. The firm’s clients—... ...and client service for high net worth families and family offices... ...accounts Collaborate with outside advisors concerning client’s personal... ...Death & Dismemberment Insurance Voluntary Life & Accidental...Private clientHigh net worthTemporary workWork experience placementWorldwide$146k - $200k
The Senior Tax Manager is responsible for providing... ...services to business clients with pass through entities... ...together to serve our high net worth clients with timely... ...tools Acts as a Career Advisor to associates and... ...or public accounting, private industry accounting or...SeniorPrivate clientHigh net worthWork at office
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