Average salary: $165,000 /yearly
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$75k - $85k
...Job Description Personal Lines Account Manager (HNW PLAM) Job Summary Seeking a highly skilled and motivated High Net Worth Personal Lines Account Manager (HNW PLAM) to join a growing team. The ideal candidate will have a strong background in personal lines...High net worthFull timeThe Jonus Group
Remote1 day ago- Breakwater Accounting + Advisory is seeking a motivated Bookkeeper to support Private Client Segment serving High Net Worth families. You will record transactions, manage reconciliations, and ensure accurate client records while collaborating with a close-knit team. This...High net worthRemote job
- ...Tax Manager We are seeking a highly motivated and technically strong CTA-qualified Tax Manager to join our growing team. This is... ...diverse client base, including Owner Managed Businesses (OMBs), high net worth clients, individuals and corporate groups. This is a fully...High net worthRemote work
Sumer Inc
United States2 days ago - A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates...High net worthRemote jobWork at office
$80k - $95k
...Department: Private Client Group Job Summary Responsible for managing and account servicing the High Net Worth client relationship including new and renewal business processes and rounding of accounts. Includes preparation of new business and renewal submissions...High net worthFull timeWork experience placementWork at officeFlexible hoursConner Strong
Remote1 day ago- Risman Insurance Agencies, a Massachusetts-based independent agency, seeks an experienced Private Client Account Executive to manage high-value personal lines and advise discerning clients. The role blends advanced account management with selective sales, partnering...High net worthWork from home1 day per week
- ...specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across...High net worthPrivate practiceWork at officeRemote workFlexible hours
Solid Rock Recruiting LLC
Walnut Creek, CA26 days ago $10k
...looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With...High net worthWork at officeWork from homeFisher Investments
Tampa, FL3 days ago- ...clients and referral partners. KEY RESPONSIBILITIES Client Advisory • Lead consultative conversations with prospective high-net-worth clients to understand their insurance needs, risk exposures, and long-term objectives. • Educate clients on coverage options...High net worthRemote work
Brunswick Insurance Agency, Inc.
Cleveland, OH25 days ago - Day Pitney LLP is seeking an experienced trusts & estates attorney to support high-net-worth individuals, families, and fiduciaries. The firm is nationally recognized for sophisticated private client work, with a Band 1 Chambers High Net Worth ranking since 2016 and ACTEC...High net worthPart timeWork at officeRemote work2 days per week
$200k - $245k
...an attorney with 4+ years of trusts and estates experience to join a premier private client platform handling sophisticated high-net-worth estate planning, trust and estate administration, wealth transfer strategy, and tax-efficient succession planning . The role...High net worthPrivate practiceRemote work2 days per weekDirect Counsel
Boston, MA24 days ago$108k - $175k
...a Great Opportunity Join a well-established, growth-oriented CPA and advisory firm where you can work on sophisticated high net worth tax matters and build deeper client relationships. Step into a visible role with strong client contact, leadership opportunity...High net worthFull timePrivate practiceWork at officeRemote workRelocation packageFlexible hoursOrion Placement
Glen Allen, VA4 days ago- ...as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are...High net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
EisnerAmper
San Francisco, CA5 days ago $260k - $365k
...The ideal candidate will have 3-5 years of Tax experience. In this role, candidates will work closely with global businesses and high-net-worth individuals across all industries on their most important and complex international tax matters. This includes counseling...High net worthPrivate practiceWork at officeImmediate startRemote workSteptoe & Johnson
New York, NY5 days ago$125k - $200k
...tailored tax planning, consulting, and compliance solutionsReview complex tax returns and maintain ongoing communication with high-net-worth individuals and related entitiesCultivate relationships with clients, internal teams, and external service providers to support...High net worthRemote workAbacus Group
New York, NYa month ago$140k - $180k
...Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain strong relationships with high-net-worth clientsExamine complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and...High net worthWork at officeLocal areaRemote workAbacus Group
New York, NYa month ago- ...seeking a Dining Specialist, Principal Coordinator – Velocity Black (Remote) to deliver premier dining concierge services for high-net-worth clients across major US markets. You will coordinate with clients, restaurants, and internal teams to secure top reservations and...High net worthRemote work
Capital One
Jackson, MS2 days ago $10k
...Investment Counselor Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices...High net worthWork experience placementWork at officeWork from homeFisher Investments
Tampa, FL3 days ago$200k - $250k
...wealth management and multi-family office organization is seeking an experienced Tax Director to lead a local tax team supporting high-net-worth and ultra-high-net-worth individuals, families, and business owners. This is an excellent opportunity for a tax professional...High net worthWork at officeLocal areaRemote workSpartan Placements, LLC
Shaker Heights, OH25 days ago- ...returns, gift and estate tax returns. The firm's clients include entrepreneurs, corporate leaders, professional investors, and high net worth families. The firm's partners started out at some of the largest accounting firms and investment banks in the country and the firm...High net worthWork at officeWork from home
$10k
...including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.The Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our...High net worthWork at officeWork from homeFisher Investments
Tampa, FL3 days ago- ...partnership taxation, trust and estate taxation, private investment structures, and tax-efficient wealth transfer strategies for high-net-worth individuals Experience overseeing complex tax structures involving multiple entities and investments High integrity and...High net worthWork at officeLocal area
Total Quality Logistics
Cincinnati, OH2 days ago - Huntington Bancshares, Inc. seeks a Trust Advisor II within its Private Client Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities. You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys...High net worthRemote job
$60 per hour
...recent RN experience in pediatric home health, NICU, PICU, or high-acuity pediatric care (highly preferred). • Experience with home... ...• Post-hospital recovery (CHF, COPD, surgical recovery) • High-net-worth private-pay families seeking concierge-level clinical managementLearn...High net worthFull timePart timeRemote workFlexible hoursShift workAtlas Home Health Inc
Napa, CA3 days ago$300k
...Account Manager/Account Executive Job Summary Seeking a highly motivated and experienced Personal Lines Account Manager or... ...managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate...High net worthFull timeThe Jonus Group
Remote1 day ago- ...This is an excellent opportunity for an attorney with 4+ years of trusts and estates experience to work in a sophisticated, high-net-worth private client practice handling estate planning, trust and estate administration, charitable giving, and tax-efficient family...High net worthPrivate practiceRemote work2 days per week
Direct Counsel
Stamford, CT24 days ago $170k - $200k
...remote work options Job Details Key Responsibilities: Support sophisticated tax planning efforts for closely held businesses and high-net-worth individuals Develop deep expertise in the firm’s niche industries and deliver strategic advisory and consulting services Mentor...High net worthImmediate startRemote work- ...experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in... ...Beach. Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration,...High net worthPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
West Palm Beach, FL25 days ago - ...Qualifications:Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to... ...experience preferredFinancial Institution experience focusing on high-net-worth Private Banking client service a plusMinimum Education...High net worthFull timeWork at officeWork from homeShift workDay shift
Bank of America
Wilmington, NC11 hours ago - ...insurance agency, is seeking a Personal Lines Supervisor to help manage a personal lines book of business, primarily consisting of high-net-worth (HNW) and private client accounts, while supervising a team of three direct reports. This position combines hands-on personal...High net worthLocal areaRemote work
AllSearch Professional Staffing
York, PA16 days ago
