- World Insurance Associates, LLC. (Denver, CO)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private… more
- AON (TX)
- …process changes, retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal ... retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance… more
- AON (IL)
- …III who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual position based ... is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual position based out of… more
- AON (PA)
- …CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal lines) Education: + ... Duties and Responsibilies: + Manages an assigned book of high - net worth personal insurance...5+ years of High Net Worth client service experience + Insurance industry… more
- AON (CA)
- …completed or in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + ... in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's… more
- Edward Jones (St. Louis, MO)
- …to be a part of the wealth management process? Do you have a strong background in high net worth estate planning? If you answered yes to these questions, ... upcoming changes in legislation and regulatory environment may impact High Net Worth estate/legacy planning...and 66 required within 6 months of hire + Insurance license required 6 months of hire + CFP(R)… more
- HUB International (Santa Fe, NM)
- …experience with 3 years insurance sales experience + Experience working with high - net - worth insurance carriers, including Chubb, Pure, Cincinnati and ... **About HUB International** HUB International is a global insurance broker, offering a comprehensive range of property,...Ability to work in a positive team environment. + High School diploma or equivalent; AA and/or college degree… more
- World Insurance Associates, LLC. (Chicago, IL)
- …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
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance , writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager ... responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including...succeed + 5+ years of financial experience in the insurance industry. + Highly motivated and results-oriented + Excellent… more
- Edward Jones (Dallas, TX)
- …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...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- Robert Half Legal (Minneapolis, MN)
- Description High Net Worth Divorce Paralegal Are you a skilled paralegal and do you already have a passion for family law or think you'd be interested in ... Legal Practice is supporting a well-respected law firm in downtown Minneapolis, MN seeking a High Net Worth Divorce Paralegal to join their dynamic team.… more
- Guardian Life (New York, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... strategies, tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... support our customer's needs and provide them with innovative insurance solutions. The **Personal Lines Account Executive** manages an...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- Wipfli LLP (Loveland, CO)
- …and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet ... insurance , ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Job LocationsUS-CO-Denver | US-CO-Loveland Job ID 2025-7045 Category Tax Remote… more
- HUB International (Bluffton, SC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… more