HNW Personal Lines Account Manager: Trusted Advisor
$70k - $130kAcrisure
Acrisure in Wayne, PA is seeking a Personal Lines High Net Worth Account Executive to provide professional stewardship for client exposures and coverage recommendations. The role emphasizes cultivating relationships, reviewing exposures, and delivering proactive client service while coordinating with carriers and internal teams. Candidates should have 5–7 years of personal lines experience and a P&C license; this on-site role offers a compensation range of $70,000 to $130,000. #J-18808-Ljbffr Acrisure
$200k - $250k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing... ...high-net-worth clients (HNW), an understanding of... ...base.Manage assigned accounts according to specific... ...your professional and personal potential!Our culture...High net worthFull timeLocal area$70k - $130k
...Prioritizing leadership, accountability, and... ...Job Summary The Personal Lines High Net Worth Account... ...Additionally, the advisor would be responsible... ...to become their trusted advisor and... ...resources appropriately. Manage the renewal... ...High Net Worth (HNW)/Private Clientele...High net worthWork at officeImmediate startFlexible hours- ...their clients by serving as the client's trusted advisor and assuring proper administration and... ...of the client relationship. Accountable for the actions of the other service team... ...Play a significant role in relationship management. Lead and oversee all service...High net worth
- ...large banking clients is seeking a Financial Advisor for a full-time role in Havertown, PA.... ...planning guidance and offer investment management solutions. The FA will need to leverage their... ...Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated...High net worthFull time
$80k - $110k
.... Prioritizing leadership, accountability, and collaboration, we equip... ...Acrisure is seeking a Personal Lines High Net Worth Placement Specialist... ...will be responsible for managing and executing key... ...collaboration with Client Advisors, Account Service Teams, and...High net worthWork at officeImmediate startFlexible hours- ...Merrill Advisor Development Program - Financial Advisor... ...: Merrill Wealth Management is a leading provider... ...they envision through a personal relationship with... ...their needs. We believe trust comes from transparency... ...KYC procedures to open account(s) as appropriate...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to... ...Vanguard's Advice and Wealth Management division, you will develop tailored... ...giving, and corporate trust services. They also manage trusts... ...your professional and personal life while making a meaningful...High net worthFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...seeking a seasoned Senior Tax Manager to lead tax compliance,... ...high net worth individuals (HNW/HNWI), partnerships, and corporations... ..., coordinate with external advisors (estate, trust, investment managers) for... ...prospects.Collaborate with accounting, wealth management, and...High net worthLocal area
$90k - $110k
...Senior Account Executive HUB Private Client is seeking an experienced... ...Senior Account Executive to manage a portfolio of high-net-worth... ...-net-worth & Platinum-level personal lines clients, serving as primary... ...have experience working with HNW carriers Chubb, Pure,...High net worthWork experience placementLocal areaFlexible hours- WSFS Bank is seeking a Private Banking Portfolio Manager to partner with Relationship Managers and Portfolio Administrators. You will monitor client portfolios, conduct annual reviews, renew facilities, and underwrite new lending opportunities in alignment with Credit Policy...High net worth
- Thrive Wealth Management, LLC is an independent comprehensive financial... ...a full time Financial Advisor responsible acquiring new... ...Management values of trust, teamwork and accountability. Must have a passion for... ...designation. Our Goals for the Person in this Position: Reward...High net worthFull timeWork at office
- Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to join our growing... ...team. This role will be responsible for managing and executing key components of the new... ...business and renewal processes for insurance accounts. This includes overseeing timelines,...High net worth
- Alevistarjobs is seeking a mid-senior level Trust & Estates attorney to join their prominent law firm in Montgomery County. This role involves working closely with a senior partner on estate planning and administration for high net-worth individuals. The firm offers significant...High net worth
$55k - $75k
...Personal Lines Account ManagerMedia, PAPatriot Growth Insurance ServicesRemoteFull-TimeWhy This Role MattersAs a Personal Lines Account Manager, you'll be a trusted resource for clients throughout the policy lifecycle, helping them navigate coverage needs, service requests...Temporary workWork at officeLocal areaRemote work- ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ...envision through a personal relationship with... ...their needs. We believe trust comes from... ...KYC procedures to open account(s) as appropriateServes...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- Prominent full service law firm in Montgomery County, has an immediate need for a mid-senior level Trust & Estates attorney. This position will work closely with a senior partner of the firm handling both estate planning as well as administration for high net-worth individuals...High net worthFull timeWork at officeImmediate start
$25 - $38.46 per hour
...SummaryBe a problem solver, trusted advisor, and partner to the... ...have on their day, personally, professionally, and financially... ...personal and business accounts (consumer checking,... ...branch teammates and line of business partners... ...clients; effectively managing internal and external...High net worthHourly payDay shift- ...Responsibilities Support Wealth Advisor in delivering exceptional... ...client relationship management and independent decisions... ...technology: Salesforce, Portfolio Accounting Software, DocuSign,... ...assets. We combine a boutique's personal service, creativity and objective...High net worthPermanent employmentTemporary workWork at officeFlexible hours
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...have on their day, personally, professionally, and financially... ...personal and business accounts (consumer checking,... ...branch teammates and line of business partners... ...clients; effectively managing internal and external...High net worthHourly payWork experience placementDay shift- ...Custodial Operations Co is looking for a motivated Trust Officer to support its Fiduciary Trust... ...candidate will prepare administrative reviews, manage trust accounts, and cultivate relationships with clients and advisors. Exceptional communication skills and at least...Flexible hours
- Marsh McLennan Agency seeks an Account Manager I to support Producers and Marketing Account Executives by marketing and servicing new and renewal business. The role involves maintaining client and carrier relationships, assisting with administrative service questions, and...
- ...A well-established private organization is seeking an Accounting Manager to join its growing accounting function. This is an excellent opportunity for a public accounting Senior or Manager interested in transitioning into a client-facing role with greater ownership, visibility...High net worth
- SEI Private Trust Company, a wholly owned subsidiary... ...income and principal accounting, trust income taxation... ...of existing and new personal trust accounts Interprets... ..., investment advisors, attorneys, accountants... ...and professionalism in management of fiduciary obligations...Work experience placementFlexible hours
- ...details for this role.Line of Business:TD WealthJob... ...:The Financial Advisor (FA) role is a three-year... ...& selling investment management solutions. A FA will need... ...clients to appropriate HNW Wealth partners as... ...achieve sales goalsCustomer Accountabilities:Understands and...High net worthWork at officeLocal areaWork from homeFlexible hours
$10 - $19 per hour
...Selling Advisor Salary Range $10.00 - $19.00* WHO WE ARE: Neiman Marcus... ...exceptional customer service, and personal engagement while becoming their trusted style confidante. A Selling Advisor... ...and will report to the Sales Manager. WHAT YOU WILL DO: Maintain...Full timeSeasonal workRemote workFlexible hours$150k - $165k
...for a Fiduciary and Tax Manager for a private family... ...compliance, and fiduciary accounting for the family office.... ...taxation, partnerships, trusts, individuals and... ...closely with outside tax advisors on annual tax compliance... ...demonstrated understanding of HNW and UHNW tax law and...High net worthFull timeWork at office- A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth clients...High net worth
$145k - $185k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing... ...the world.Senior Tax Accountant (Individual Tax... ...extensionsCollaborate with Wealth Advisors, Trust Officers, and... ...professional and personal potential!Our culture...High net worthFull timeWork at officeLocal area$140k - $180k
...Job Details We are seeking an experienced Trust & Estate Attorney to join our client's... ..., including probate proceedings, estate accountings, fiduciary responsibilities, and tax filings... ..., accountants, and financial advisors. Conduct legal research and stay up to...High net worthLocal areaFlexible hours- A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have over 5 years of experience, strong communication skills, and a passion for client success...High net worth
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