- TEKsystems (Coral Gables, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... Description In the Personal Lines Producer role, you must be an...Managment + Account management, + Client relationship management, + High -Value Homeowners Insurance, + Risk Management & Assessment Additional… more
- HUB International (Winter Park, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...support and involvement through HUB Gives **SUMMARY:** In the Personal Lines Producer role, you must be an independent… more
- TEKsystems (Coral Gables, FL)
- Hybrid: Coral Gables Direct Placement Need 2-20 license In the Personal Lines Producer role, you must be an independent self-starter who is able to sell and develop ... sales, service, and solicitation of all forms of insurance business Knowledge of personal lines insurance with the ability to understand a large number of products… more
- Edward Jones (West Palm Beach, FL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- Edward Jones (West Palm Beach, FL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...based on client objectives, risk profile, account mandates, and personal preferences + Lead or contribute to strategic initiatives… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …Proven experience in personal lines insurance, with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… more
- Wounded Warrior Project (Jacksonville, FL)
- …new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with strong ... military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. + Demonstrated… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide...a broad range of wealth products and services to high net worth individuals. Following… more
- KeyBank (Palm Beach Gardens, FL)
- …through personal contribution. Expert management and relationship skills for high - net - worth business. Applied knowledge of investments/securities in ... KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries....who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency… more
- Citigroup (Miami, FL)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- First Horizon Bank (Orlando, FL)
- …business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance ... and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and...portfolio of high net and ultra- high net worth clients with… more
- KeyBank (Naples, FL)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills… more
- Citigroup (Miami, FL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Citigroup (Miami, FL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
- Bank of America (St. Petersburg, FL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...across the business to increase opportunities for affluent and high net worth client acquisition… more
- HUB International (Melbourne, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- KeyBank (Palm Beach Gardens, FL)
- …clients by providing expert trust and estate settlement administration and counsel to High - Net - Worth clients and their beneficiaries. Actively manages trust ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs + Fulfills… more
- Guardian Life (Tallahassee, FL)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... Guardian's agency distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner… more
- Jet Aviation (Opa Locka, FL)
- …you'll gain hands-on experience in the private aviation sector, interacting with ultra- high - net - worth individuals. Create memorable experiences in a ... brings. Here, you'll have the chance to build a personal brand among your colleagues, high -profile clients,...in this role? **From directing crew members to assisting ultra- high - net - worth customers, you'll be the… more
- Wells Fargo (Palm Beach, FL)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely… more