Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Client Advisor | High-Net-Worth Insurance

HUB International

HUB International in Berkeley Heights, NJ is seeking a Senior Account Executive to join our Personal Lines team on a Hybrid work schedule. You will manage an assigned book of high-net-worth personal insurance clients, grow relationships with existing and prospective clients, and conduct face-to-face or virtual annual reviews. A 4-year college degree and 3–7 years of related experience, plus a Property & Casualty license (and insurance designations preferred), are required; HUB offers a #J-18808-Ljbffr HUB International

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Private Client Advisor | High-Net-Worth Insurance in Berkeley Heights, NJ vacancy
  • $91k - $102k

     ...Best Internships for Insurance. These are not just awards...  ...other and for the clients we serve. We help individuals...  ...HUB International. Senior Account Executive...  ...an assigned book of high-net worth personal insurance...  ...Understanding of the Private Client marketplace & carriers... 
    Senior
    Private client
    High net worth
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Berkeley Heights, NJ
    5 days ago
  • $87k - $102k

     ...Best Internships for Insurance. These are not just awards...  ...other and for the clients we serve. We help individuals...  ...opportunity for an Senior A cc ount...  ...Manages an assigned book of high-net worth personal insurance...  ...Understanding of the Private Client marketplace &... 
    Senior
    Private client
    High net worth
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Berkeley Heights, NJ
    2 days ago
  • $150k - $185k

    Jobot is seeking a high-impact Private Client Tax professional to advise ultra-high-net-worth investors and fund executives in New Jersey. You’ll lead sophisticated tax planning engagements, build strong client relationships, and contribute to a collaborative, growth‑oriented... 
    Senior
    Private client
    High net worth

    Jobot

    Cranford, NJ
    1 day ago
  • $90k - $100k

     ...Best Internships for Insurance. These are not just...  ...each other and for the clients we serve. We help...  ...an opportunity for a Senior New Business...  ...strategies to identify high net worth personal lines clients...  ...conjunction with leading private client advisors in the Northeast... 
    Senior
    Private client
    High net worth
    Internship
    Work at office
    Local area
    Flexible hours

    HUB International

    Berkeley Heights, NJ
    2 days ago
  • $127.9k - $291.9k

     ...with a range of clients from our most venerable...  ...Management, Insurance, Real Estate, Hospitality...  .... EY's FSO EDGE Private practice provides...  ...needs of the high-net worth tax industry. The...  ...to staff and seniors. Review and evaluate...  ...as a trusted advisor to maintain and further... 
    Senior
    Private client
    High net worth
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY

    Woodbridge, NJ
    2 days ago
  •  ...NOW HIRING: HIGH NET WORTH TAX MANAGER / SENIOR MANAGER A leading CPA firm is expanding its Private Client / High Net Worth Tax practice and seeking a Tax Manager or Senior Manager to join its team. Why Consider This Firm? Recognized as a Best Place... 
    Senior
    Private client
    High net worth
    Immediate start

    Search Masters, Inc.

    Whippany, NJ
    46 minutes ago
  • EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for our Private Client practice. You will provide expert advice, advocate for clients, and work with a team of associates and leaders to deliver tailored insurance solutions. The role requires a college... 
    Senior
    Private client
    Private practice
    Work at office

    EPIC Insurance Brokers & Consultants

    Summit, NJ
    1 day ago
  • $150k - $210k

     ...8621, 2555, and treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...  ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and... 
    Senior
    Private client
    High net worth
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    Iselin, NJ
    3 days ago
  • HUB International is seeking an experienced Account Manager to lead a book of high-net-worth personal insurance clients in New Jersey. You will build relationships, review coverage, and present proposals to retain and grow accounts. With 3-7 years in a related role, you... 
    Senior
    High net worth
    Work at office

    HUB International

    Berkeley Heights, NJ
    1 day ago
  • EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services engagements and mentor staff in Iselin, NJ. You will oversee tax planning and compliance for ultra-high net worth individuals, coordinating with partners in an entrepreneurial culture that values... 
    Senior
    Private client
    High net worth

    EisnerAmper

    Woodbridge, NJ
    1 day ago
  •  ...goals.We are seeking a Tax Senior Manager to join our team,...  ...-profit tax, particularly private foundations. This is a highly technical leadership role...  ...firm’s private foundation client base by delivering deep technical...  ..., as well as high net worth individuals, family offices... 
    Senior
    Private client
    High net worth
    Full time
    Work at office
    Local area

    EisnerAmper

    Iselin, NJ
    14 hours ago
  • EY is looking for a Senior Tax professional to join our Financial Services Organization EDGE practice, delivering specialized tax services to US and global clients. The role focuses on private companies, high-net-worth individuals, and cross-border coordination within... 
    Senior
    Private client
    High net worth

    EY

    Woodbridge, NJ
    2 days ago
  •  ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a...  ...connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their... 
    Senior
    Private client
    High net worth
    Full time
    Temporary work
    Private practice
    Local area

    EisnerAmper

    Iselin, NJ
    3 days ago
  •  ...autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...tax planning and compliance functions for ultra-high net worth individuals and their families.Possess comprehensive... 
    Senior
    Private client
    High net worth
    Full time
    Temporary work
    Private practice
    Local area

    EisnerAmper

    Iselin, NJ
    2 days ago
  •  ...Closes: 2027-07-14Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax...  ...and consulting services to our high net worth clients. Significant knowledge of taxation...  ...directly with clients and their advisors Communicates with supervisors,... 
    Senior
    Private client
    High net worth
    Work at office

    BDO International

    Woodbridge, NJ
    3 days ago
  • EisnerAmper seeks a Tax Senior Manager to join the Private Client Services (PCS) practice. You will oversee tax planning and compliance for ultra-high net worth individuals and their families, ensuring timely federal, state, and local returns while driving proactive insights... 
    Senior
    Private client
    High net worth
    Remote job
    Private practice
    Local area
    Flexible hours

    EisnerAmper

    Woodbridge, NJ
    1 day ago
  •  ...07Closes: 2027-07-07Job Summary:The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.Job Duties:Performs Tax planning...  ...software tools Acts as a Career Advisor to associates and senior associates... 
    Senior
    Private client
    High net worth
    Work at office

    BDO International

    Woodbridge, NJ
    3 days ago
  • $135k - $230k

     ...Credit, as well as International and Private Client services. This Tax Senior Manager role will be based out of...  ...: Leading the review of complex high-net-worth individual, fiduciary, gift and estate...  ...executivesServing as a trusted advisor, managing client relationships... 
    Senior
    Private client
    High net worth
    Full time
    Local area

    Withum Smith+Brown

    Whippany, NJ
    3 days ago
  •  ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely,... 
    Senior
    Private client
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Iselin, NJ
    1 day ago
  •  ...About the Company PCS is one of the largest high net worth managing general underwriters in the market...  ...with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal... 
    Private client
    High net worth
    Work at office
    Remote work

    Private Client Select Insurance Services LLC

    Berkeley Heights, NJ
    26 days ago
  •  ...-09-22Job Summary:Private Client Services at BDO is...  ...firm. Offering a high touch approach, we...  ...experience serving high net-worth individuals, their...  ..., and life insurance planning.A Tax Experienced Senior, Private Client Services...  ...clients and their advisors to gather... 
    Senior
    Private client
    High net worth
    Private practice
    Work at office

    BDO International

    Woodbridge, NJ
    3 days ago
  •  ...Description: About The Company: About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market...  ...referral sources. o Act as a trusted advisor by providing consultative guidance and education... 
    Private client
    High net worth
    Work at office
    Remote work

    Private Client Select Insurance Services LLC

    Berkeley Heights, NJ
    22 days ago
  •  ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic...  ...Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely,... 
    Senior
    Private client
    High net worth
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Woodbridge, NJ
    3 days ago
  • $67.5k - $125.8k

     ...type: RegularCategory: Client Management &...  ...MMA provides business insurance, employee health & benefits...  ...benefits, retirement, and private client insurance solutions...  ...(BDEs) and Client Advisors (CAs) as appropriate to...  ...experience with high-net-worth clients essential ~... 
    Private client
    High net worth
    Minimum wage
    Contract work
    Local area
    Flexible hours
    Night shift

    Marsh

    Morristown, NJ
    5 days ago
  • $105k - $130k

     ...Description Company Overview  World Insurance Associates (“World”) is a unique...  ...Position Summary  Independently leads client strategy and service on the largest and...  ...sites. ~ Has knowledge of High Net Worth or loss sensitive program design and coverage... 
    Private client
    High net worth
    Work experience placement

    World Insurance Associates LLC

    Iselin, NJ
    4 days ago
  •  ...Description Job Description Description: About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general...  ...solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed... 
    Private client
    High net worth
    Remote work

    Private Client Select Insurance Services LLC

    Berkeley Heights, NJ
    15 days ago
  • $101 per hour

     ...Job Description Job Description Client: BNY Position title: Senior Pre-Sales Infrastructure/Network Design...  ...of extranet technology and private client connectivity models " Experience...  ...services, fintech, or other highly regulated technology environments... 
    Senior
    Private client
    Contract work
    3 days per week

    Tekfortune Inc.

    Summit, NJ
    3 days ago
  •  ...preparation and review, industry familiarity and experience in Private Client Services, since that will be the focus area of this position....  ...PTOExpectation is 3 days a week in office. New position - we have a high retention rate at this location. BenefitsVacation/... 
    Senior
    Private client
    Work at office
    Flexible hours
    3 days per week

    CyberCoders

    Warren, NJ
    1 day ago
  •  ...reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices...  ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and... 
    Private client
    High net worth
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    Iselin, NJ
    2 days ago
  •  ...seeking a Tax Partner for our Private Client Services (PCS) practice,...  ...and compliance solutions to high net worth individuals, family offices,...  ...Responsible For:Serve as a trusted advisor to high-net-worth...  ...serviceMentor, coach, and develop senior-level professionals, fostering... 
    Private client
    High net worth
    Full time
    Private practice
    Local area

    EisnerAmper

    Iselin, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Advisor | High-Net-Worth Insurance. Be the first to apply!