- Big I South Carolina (Mount Pleasant, SC)
- …insurance clients across the country. Must have property and casualty insurance AND high net worth account experience as this book of business is very ... assistants We specialize in coastal property and flood insurance as well as High Net Worth and affluent families. Mappus is a growing agency that writes … more
- Genesis Resources (Miami, FL)
- Nationally recognized insurance agency is currently growing in the High Net Worth space and is looking for someone to support some of their larger ... personal lines clients as a Sr. Account Manager. Experience with Epic systems is required. more
- Gpac (Dearborn Heights, MI)
- …Property & Casualty Insurance License (required) Proficiency with complex or high - net - worth commercial insurance products Professional designations ... Manage and retain a portfolio of commercial lines accounts, ensuring high -quality service and responsiveness. Partner with producers and underwriting to execute… more
- Jamie Grayem (Albany, NY)
- …Job Summary The Wealth Planner is responsible for delivering financial planning experience to high net worth clients and prospects. The Planner will work ... advice to affluent clients (required) 3+ years providing financial planning advice to high net worth clients (preferred) Licenses and Certifications… more
- World Insurance Associates LLC (Hamden, CT)
- …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...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more
- Citigroup, Inc. (Houston, TX)
- …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, Inc. (Huntington, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi… more
- Beagle Services (Atlanta, GA)
- …water technology and trusted partnerships with insurers. Our team helps homeowners and high - net - worth clients prevent water damage by deploying automatic ... Sales Account Manager to lead strategic account growth with national property insurance carriers, home service partners, and high -volume referral sources. You'll… more
- NBT Bank (New York, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment ... as conduct presentations to potential client groups. Meet with high net worth customers to...with an option to purchase additional long-term coverage. Life Insurance : Employer-paid basic life insurance , with… more
- Crescent City Recruitment Group (Boca Raton, FL)
- …Raton, FL. They support the legal, financial, and administrative needs of a high - net - worth family. Their work involves sophisticated estate planning, trust ... and verbal communication skills Highly organized, discreet, and detail-oriented Familiarity with high - net - worth or international estate structures is a plus… more
- Soros Fund Management (New York, NY)
- …investment firm, public accounting), experience working in a family office or w/ High - Net Worth individuals preferred Strategic mindset with a demonstrated ... reporting of family entities, investment vehicles, trusts, personal balance sheets and High - Net - Worth statements. Partner with estate and tax planners… more
- EPIC Brokers (Newport Beach, CA)
- …classifying, and recording financial transactions to ensure the financial records of the high - net worth private clients are accurate. They also assist ... OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and… more
- Gelfand Rennert & Feldman (Encino, CA)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... for year-end tax packages for accountants Provide some assistance on insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare… more
- CIBC (Madison, IL)
- …investment advisory, or financial services industry and understand the needs of high - net - worth clients. Strong communicator: You possess excellent verbal ... materials, tracking client activity, and contributing to a consistent and high -quality client experience. How you'll succeed Deliver high -touch service:… more
- KPMG (Dallas, TX)
- …start-ups; provide analyses of financial, gift, estate, and income tax issues for ultra- high net - worth individuals and families Establish meaningful rapport ... national level Qualifications: Minimum five years of recent focused high net - worth individual, flow-through entity...medical and dental plans, vision coverage, disability and life insurance , 401(k) plans, and a robust suite of personal… more
- EY (New York, NY)
- …will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into ... across Banking and Capital Markets, Wealth and Asset Management, Insurance , and Real Estate, Hospitality and Construction. Our purpose...professionalism Ideally you'll also have A proven record in high net - worth tax planning A… more
- Grant Thornton (Chicago, IL)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... include: Providing tax planning and consulting to our firm's high net worth clients for...to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns… more
- Pennymac (Phoenix, AZ)
- …level items and document system of record with actions taken Manage high volume, high net worth , complex client accounts Review pipeline of all loans ... gyms and cafe style dining (select locations) Retirement benefits, life insurance , 401k match, and tuition reimbursement Philanthropy Programs including matching… more
- NFP (New York, NY)
- …set policies Required Qualifications: P&C license required upon hire Personal Lines with High Net Worth Account/Client Management experience Familiarity with ... multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement....Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management… more
- Ridgeline (New York, NY)
- …duties at an investment management firm Deep knowledge of institutional and high - net - worth investment lifecycles, especially middle- and back-office ... in middle- and back-office investment operations? Do you thrive in a high -accountability environment where you can influence strategic direction while mentoring a… more
