Average salary: $151,833 /yearly
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- ..., analyzing coverage needs, maintaining strong relationships, and ensuring compliance. The ideal candidate has over 3 years of high net worth personal lines experience and exceptional customer service skills. Competitive compensation and comprehensive benefits are offered...High net worth
Brown & Brown
Seattle, WA1 day ago - ...Insurance - District 24 Farmers Insurance District 24 is seeking a high-caliber business leader to spearhead a new agency location in... ...as a key community stakeholder and trusted advisor to high-net-worth individuals and local businesses. Candidate Profile We are...High net worthContract workWork at officeLocal areaImmediate start
Farmers Insurance- District 7324
Wilsonville, OR9 days ago - ...We are seeking a seasoned hybrid remote CA Personal Lines High Net Worth professional with entertainment/business manager experience. This role is fully remote. The role requires EPIC, entertainment clients and business manager firm experience. Your Impact:...High net worthPart timeRemote work
The Demarco Group
Beverly Hills, CA1 day ago - ...important;}"] At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies. Active state insurance license. [/vc_column_text][/vc_column][/vc_row] Tagged as: account manager, affluent...High net worth
Capstone Search Group Inc
Birmingham, AL56 minutes agonew $90k - $110k
...The HNW Account Executive will manage a premier book of personal lines business, serving as the primary point of contact for high-net-worth individuals and family offices. You will be responsible for the full lifecycle of the account—from sophisticated risk assessment...High net worthPart timeRemote workThe Agency
Manhattan, NY1 day ago- ...and supportive people, willing to listen to your ideas. Job Responsibilities Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns...High net worthWork from home
- ...Title: Personal Lines Insurance Account Executive, High-Net-Worth Location: Miami, FL (REMOTE – must live in FLORIDA) Salary: $110,000 - $125,000k + excellent benefits Our client, an established Top 50 P&C insurance broker is seeking a bolster their Private Client...High net worthLive inWork at officeRemote work
SolomonEdwards
Doral, FL13 hours ago - ...Privately Held About the Role The Company is in search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building and growing a client base, with a focus on external...High net worth
- ...Ultra-High Net Worth Private Wealth Associate We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our new Nashville headquarters. UHNW Private Wealth Associates will work in client-facing roles supporting our most...High net worthWork at office
AllianceBernstein
Nashville, TN1 day ago - ...Responsibilities. Administer approximately 65-100 accounts, potentially consisting of complex accounts, key relationships, and/or ultra-high net worth client. Complete tasks in WealthHub according to established procedures and deadlines. Proactively monitor task queues in...High net worthPermanent employmentWork at officeShift work
JTC Group
Sioux Falls, SD1 day ago $84.5k - $201k
...billing of account. Proactively identify and pursue opportunities to expand services with existing clients and attract new high-net-worth individuals and family office clients Qualifications BS in Accounting required, Masters in Taxation is a plus CPA or EA...High net worthWork at office- ...be responsible for: Prepare and review federal and state returns, extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entities Interact closely with clients year round to provide innovative tax planning...High net worth
$10k
...lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute...High net worthTemporary work$140k - $200k
...They are responsible for establishing and executing upon strategies for the acquisition, engagement, retention, and growth of High Net Worth clients, in addition to having an opportunity and expectation of selling across all categories with a focus on High Jewelry. The...High net worthLocal areaAfternoon shiftSan Francisco Staffing
San Francisco, CA3 days ago- ...Suite These additional qualifications are a plus, but not required to apply: Advanced degree Experience working with high net-worth accounts. Certification or designation Experience with Requests for Proposal We know there are excellent candidates...High net worthWork at officeLocal areaWork from homeNight shift
Marsh & McLennan Agency
Nashville, TN2 days ago $175k - $400k
...Hnw Tax Partner/Director Private Client Group Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to...High net worthPrivate practiceWork at office- ...Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold...High net worth
- ...and supportive people, willing to listen to your ideas. Job Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as well as their closely held businesses (pass through entities),...High net worthLocal area
- ...equivalent field ~ CPA or JD required ~12+ years of progressive tax experience providing tax compliance and consulting services to high-net-worth individuals ~5+ years of supervisory experience, mentoring and counseling associates ~ Experience acquiring new clients and...High net worthLocal area
$80k - $107k
...portfolio of accounts through the estate settlement process of which a high percentage will be low to moderately complex in nature.... ...management industry required. ~ Experience working with high-net-worth clients in an advisory and fiduciary perspective preferred. ~...High net worthFull time- ...point of contact and the primary contact to our highest income/net worth clients' portfolio with a focus on clients whose net worth is $... ...Position Accountabilities: Acts as the main point of contact for high net worth clients to be introduced into Wealth Management....High net worth
$52k - $62.4k
...motivated by results, this is an opportunity to grow inside a high-performing healthcare organization. About Us Atlas Home Health... ...organized CRM records Demonstrate professionalism with high-net-worth and private-pay families Who Thrives in This Role You may...High net worthFull timeWork at officeAtlas Home Health Inc
Napa, CA1 day ago$80k - $100k
...Personal Lines High Net Worth Account Manager Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a High-Net-Worth Personal Lines Account Manager to their Gaspar Insurance Services team in Woodland Hills...High net worthFoundation Risk Partners
Woodland Hills, CA2 days ago$40 - $49.94 per hour
...and binders check policies/endorsements/audits for accuracy Issue EOIs Assist with billing/invoicing issues Manage high net worth clients What You Bring To The Table: ~ high school diploma/GED (college degree strongly preferred) ~5+ years of related...High net worthHourly payWork at officeLocal areaHUB International
Culver City, CA1 day ago$220k
...Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional...High net worth$20 per hour
...minimum: 15 hours per week). The Day-to-Day: Provide top-notch customer service to our internal business groups who serve our high-net-worth private clients Work to schedule conversations between our clients and investment counselors Handle operational tasks to...High net worthPart timeWork at office- ...engagements, including budgeting, billing and engagement economics Highly proactive approach to serving clients Basic Qualifications:... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...High net worthWork experience placementPrivate practice
- ...Strategist We are seeking an experienced Wealth Strategist to partner with advisors and serve as a trusted planning resource for high net worth and ultra high net worth clients. This role focuses on advanced estate, tax, and legacy planning, translating technical...High net worthWork at office
- ..., but not required to apply: ~ College degree and/or prior insurance experience Previous experience servicing High Net Worth Clientele Interest in Yacht or Marine Insurance business ~ Proficiency in the daily use of carrier websites for the...High net worthWork at officeLocal areaNight shift
Marsh LLC
Palm Beach Gardens, FL13 hours ago - ..., is adding a Personal Lines Account Manager to support their Insurance Office of Central Ohio team. Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly efficient professional to become a part of our team. The...High net worthWork at office
