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
$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...SeniorPrivate clientHigh net worthWork experience placementInternshipWork at officeLocal areaFlexible hours$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 &...SeniorPrivate clientHigh net worthWork experience placementInternshipWork at officeLocal areaFlexible hours$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...SeniorPrivate clientHigh net worth$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...SeniorPrivate clientHigh net worthInternshipWork at officeLocal areaFlexible hours$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...SeniorPrivate clientHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...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...SeniorPrivate clientHigh net worthImmediate start
- 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...SeniorPrivate clientPrivate practiceWork at office
$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...SeniorPrivate clientHigh net worthFull timeFixed term contractLocal area- 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...SeniorHigh net worthWork at office
- 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...SeniorPrivate clientHigh net worth
- ...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...SeniorPrivate clientHigh net worthFull timeWork at officeLocal area
- 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...SeniorPrivate clientHigh net worth
- ...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...SeniorPrivate clientHigh net worthFull timeTemporary workPrivate practiceLocal area
- ...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...SeniorPrivate clientHigh net worthFull timeTemporary workPrivate practiceLocal area
- ...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,...SeniorPrivate clientHigh net worthWork at office
- 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...SeniorPrivate clientHigh net worthRemote jobPrivate practiceLocal areaFlexible hours
- ...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...SeniorPrivate clientHigh net worthWork at office
$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...SeniorPrivate clientHigh net worthFull timeLocal area- ...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,...SeniorPrivate clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...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 clientHigh net worthWork at officeRemote work
- ...-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...SeniorPrivate clientHigh net worthPrivate practiceWork at office
- ...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 clientHigh net worthWork at officeRemote work
- ...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,...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
$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 clientHigh net worthMinimum wageContract workLocal areaFlexible hoursNight shift$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 clientHigh net worthWork experience placement- ...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 clientHigh net worthRemote work
$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...SeniorPrivate clientContract work3 days per week- ...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/...SeniorPrivate clientWork at officeFlexible hours3 days per week
- ...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 clientHigh net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...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 clientHigh net worthFull timePrivate practiceLocal area
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