Premium Insurance Advisor for High-Net-Worth Clients
Lara Insurance Agency
The Juris Agency in Torrance, CA is seeking an Insurance Sales Representative focused on preferred clientele. You will build and nurture relationships with high-value clients and provide tailored coverage across auto, home, life, umbrella, and specialty lines. With active licensure or willingness to obtain one, you will deliver a discreet, consultative sales experience and manage a book of preferred accounts emphasizing retention and referrals while staying ahead of market trends to advise #J-18808-Ljbffr Lara Insurance Agency
$90k - $130k
...Multi-Family Offices Nationwide Client Service Associate Overview A... ...management firm serving high net worth clients seeks a Client Service... ...Private Wealth Clients and Advisors by taking initiative in... ...Additional Inferred Benefits Medical insurance 401(k) Get notified about...High net worthFull time$200k - $300k
Weaver is seeking a Tax Director to deliver federal tax compliance services to high-net-worth individuals and businesses in California. The ideal candidate is a CPA with over 9 years of experience in tax consulting and compliance, possessing entrepreneurial skills to grow...High net worthFlexible hours- ...EPIC Insurance Brokers is seeking a dynamic and experienced Private Client Advisor to join our growing team. This role is ideal for a highly motivated professional with a proven ability to identify... ...relationships within the high net worth (HNW) community. As a trusted advisor...High net worthFull time
$75k
...will have a strong background in handling high-net-worth and mass affluent accounts, with a focus on... ...home, auto, and umbrella policies with premiums averaging $7,000-$10,000 Onboard new accounts and ensure a seamless client experience Quote and bind new and renewal...High net worth- Job Description Insurance Sales Representative - Preferred Clientele We're seeking... ...obtain one) Proven experience selling to high-net-worth or premium clientele Exceptional communication,... ...-term relationships with high-value clients Provide tailored insurance solutions...High net worthFlexible hours
$90k - $120k
Join to apply for the Client Relationship Manager role at EP Wealth Advisors 3 days ago Be among the first 25 applicants... ...0, 2025, serving predominately high net worth individuals. EPWA fosters an... ...Mental Health services, Life Insurance, Long & Short-Term Disability Insurance...High net worthFull timeTemporary workWork at officeLocal areaFlexible hours- ...compelled to ask the questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice , you will serve as a strategic advisor to high-net-worth individuals, multi-generational families, executives, entrepreneurs, and family offices,...High net worthSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours
- JPMorgan Chase is hiring a Private Client Banker in Torrance, CA to manage relationships with affluent clients and a select customer base. You will drive growth by cross-selling products, soliciting referrals, and coordinating with specialists to meet complex financial...
- JPMorgan Chase & Co. in California is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build trusted relationships and provide an exceptional...
- JPMorganChase in California seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage... ...’ financial needs. You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect clients...
- JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team. You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs...Afternoon shift
- Fairygodboss is seeking a Financial Advisor to join our team in Manhattan Beach, California. You will be responsible for championing your... ...' success and building a book of business through strong client relationships while providing personalized investment solutions...
- Fairygodboss is seeking a Private Client Advisor in Torrance, California to provide comprehensive financial planning and advice for a diverse range of clients. You will champion team success, build client relationships, and provide a holistic view of their financial needs...
- JPMorgan Chase & Co. is seeking a Private Client Banker to manage affluent clients' banking relationships in the branch. You will provide education and advice tailored to their financial needs and help grow balances by proactive referrals. The role requires compliance...Flexible hoursAfternoon shift
- JPMorgan Chase & Co. in Torrance, CA seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients grow and protect wealth through personalized solutions and trusted advice. You will...
- Marvin Ignacio - State Farm Agent is seeking a Life Insurance Position - State Farm Agent Team Member to help clients secure protection for their families. You will market Life/Health insurance services and products in a customer-oriented role. This position emphasizes...Remote jobWork from homeFlexible hours
$75k - $90k
...department, where you will manage a diverse portfolio of accounts, ranging from standard to high-net-worth clients. The ideal candidate will have a strong background in personal lines insurance, exceptional organizational skills, and a proactive approach to client service. This...High net worthRemote work- U.S. Bank in Torrance, CA is seeking a seasoned Wealth Management executive to retain and grow high net worth client relationships, building a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. Ideal candidates have 10+ years...High net worth
- ...an enthusiasm for helping our clients, taking care of our employees... ...Overview As a Private Client Advisor in Chase Wealth Management,... ...Life, Health and Long Term Care Insurance license is required or must... ...opportunity employer and place a high value on diversity and...
$80k - $100k
...its growing team. The firm provides sophisticated, strategic representation to clients navigating complex and often high-stakes family law matters, with a particular focus on high-net-worth divorce and financially complex cases. The firm combines the resources and legal...High net worthPermanent employmentLocal areaRemote work- ...of funds, foundations, and high net worth individuals. Every team member... ...with the principals, clients, and deal counterparties. We... ..., Private Banking, Lending, Insurance, and Trust/Estate Advisory firms... ...LLC is an exempt reporting advisor with the SEC. The reference...High net worth
$145k - $190k
...accounting firm (Big 4 experience not required) About the Company Our client is a fast-growing, technology-driven accounting firm based in... ...groups, including restaurants, real estate developers, and high-net-worth individuals with multiple K-1s. This role includes reviewing...High net worthFull timeImmediate startRemote workWork from homeFlexible hours- ...professional relationship with the clients; all while performing the... ...accurate asset schedules for insurance. Work closely with Tax... ...assigned. Qualifications: ~ High School diploma required ~... ..., and/or working with high-net-worth individuals ~1 plus years of...High net worthWork at officeFlexible hours
$22.5 - $30.29 per hour
...799452 Job Category Private Client Bankers Business Unit Consumer... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...Frank/Truth in Lending Act* High school degree, GED, or foreign... ...with the firm Federal Deposit Insurance Act This position is subject...Full timeImmediate startAfternoon shift- JPMorgan Chase is hiring a Private Client Advisor in Lynwood, California, to provide comprehensive financial planning and solutions to clients, ensuring a superior investor experience. Key responsibilities include customer relationship management, digital education for...
$169.38k - $207.02k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject...High net worthFull timeWork experience placementLocal area- Fairygodboss is hiring a Financial Advisor based in Lynwood, California. The role focuses on building client relationships and delivering tailored investment solutions while championing diversity and integrity within the bank's culture. The ideal candidate will have at...
$180k - $210k
...asset protection. • Coordinate with CPA, financial planning, insurance, and implementation teams. • Support complex client cases involving business owners, physicians, family entities, and high-net-worth planning. • Build internal legal standards, templates,...High net worth- JPMorgan Chase & Co. in California seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will help clients build durable relationships and deliver tailored solutions...
- Affinex Capital is expanding its footprint across California and seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their estate plans. You will deliver safe money income protection solutions and follow a structured...Contract workLocal area
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