- Fidelity TalentSource LLC (New York, NY)
- …and promoting guidance reviews with an AdvisorIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more ... re Looking ForSeries 7, 63 & 65 and Life Insurance licenses are requiredFive or more years of customer...customer service to Fidelity s most sophisticated and highest net worth client. Through frequent communication and… more
- WSFS Bank (Berwyn, PA)
- …our purposeThe Relationship Manager will primarily manage Private Banking relationships for high - net - worth individuals and have overall responsibility for ... services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planningMinimum… more
- Creative Financial Staffing (New York, NY)
- …is a boutique investment management firm located in Manhattan. They are working with high - net worth individuals and have been in business approximately 20 ... business. Responsibilities will include: Client Services - Manage incoming request from high - net - worth clientele Open Accounts Retirement account questions… more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional… more
- Fidelity TalentSource LLC (Phoenix, AZ)
- …track record in generating sales and managing relationships with high - net - worth clients\u00A0\u00A0The\u202FPurpose\u202Fof Your Role\u00A0As a Director, ... Planning & Guidance team, and retail partners.\u202F You will facilitate high -quality 1:1 meetings with retirement plan participants, including basic plan overviews… more
- Goodwill Southern California (Los Angeles, CA)
- …CRM platforms required. Demonstrated ability to work with individual financial donors of high net worth and backgrounds with professionalism, sensitivity and ... California. A valid CA driver's license and state-required auto insurance . Driving records must be acceptable by our ...insurance . Driving records must be acceptable by our insurance carrier. Experience: 5 - 10 years of experience… more
- Creative Financial Staffing (White Plains, NY)
- …Established in 2006, experiencing growth year after year. Specialist group of companies servicing high net worth individuals. Room for growth within the ... or taxation preferred. CPA required. 5 or more years, with public accounting insurance experience or a combination of public and property and casualty insurance… more
- Truist (Mclean, VA)
- …in applicable business field or equivalent education and related experience 2. Appropriate insurance licenses 3. Three years of insurance industry or other ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… more
- World Insurance Associates, LLC. (Iselin, NJ)
- *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... country. Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance ...work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management… more
- AON (MN)
- …service, pricing, consultation, and reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients with personal ... pricing, consultation, and reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients with personal … more
- HUB International (Eugene, OR)
- …currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish and grow substantive… more
- HUB International (Wilmington, MA)
- …. The selected employee will be responsible for servicing assigned high net worth /private client group personal insurance accounts. Account rounding and ... Manager. **Qualifications:** + Five years of related experience with high net worth personal insurance accounts. + Thorough knowledge of personal lines… more
- HUB International (Charlotte, NC)
- …businesses in the community **SUMMARY** **:** The Private Client Account Manager manages a book of high net worth insurance business, while acting with a ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- HUB International (Jacksonville, FL)
- …support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a ... HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- HUB International (Dallas, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- HUB International (Stevens Point, WI)
- …client insurance account management experience required. + Experience working with high - net - worth insurance carriers is preferred. + National ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. +… more
- HUB International (Tampa, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...conducting sales, service, and solicitation of all forms of insurance business + Knowledge of personal lines insurance… more
- Guardian Life (New York, NY)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and...growing sales of Park Avenue Securities High Net Worth solutions by… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... large local firm) + Experience providing tax consulting and compliance services to high net - worth individuals and families including personal, estate/gift &… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... activity, fraud alerts, and credit score issues + Monitor insurance renewals and claims + Assist with home and...years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within… more
