- Plante Moran (Wakefield, MA)
- …is required; experience in public accounting is preferred Experience with high net worth individuals, S-corporations, C-corporations, partnerships, ... and private foundations is required with the emphasis on high net worth individuals. Sophisticated...week. Highlights include health, dental, vision, disability and life insurance . These standard offerings are effective on the first… more
- Plante Moran (Wakefield, MA)
- …a Bachelor's Degree in Accounting CPA or Bar License required Experience with high net worth individuals, S-corporations, C-corporations, partnerships, LLCs, ... and private foundations is required with the emphasis on high net worth individuals. Sophisticated...week. Highlights include health, dental, vision, disability and life insurance . These standard offerings are effective on the first… more
- Daisy Co. (Alameda, CA)
- …key local accounts, including architectural, building, or interior design firms, and high - net - worth clients. Business Development Identify and pursue new ... inspire teams to consistently meet and exceed sales targets, fostering a high -performance, accountable culture. Serve as a trusted advisor to branch managers,… more
- Plante Moran (Southfield, MI)
- …away. You'll collaborate with staff at all levels of the firm and welcome high - net - worth individuals and families into your client repertoire. Your role. ... their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will… more
- Graham Partners (Newtown Square, PA)
- …university endowments, foundations, funds-of-funds, insurance companies, pension plans, high - net - worth individuals, and other institutional investors. ... to take ownership of tasks and processes Why Join Us? Be part of a high -impact team that is shaping the employee experience at a leading private equity firm Gain… more
- National Multiple Sclerosis Society (Denver, CO)
- …Use advanced AI tools and predictive analytics to identify, score, and prioritize high - net - worth individuals, foundations, and corporate prospects based on ... campaign readiness, major gift moves and other development initiatives Ensure high standards of data integrity, compliance, and confidentiality in all prospect… more
- HSBC (Miami, FL)
- High Net Worth and Ultra High Net Worth Insurance Specialist/Producer Brand: HSBC Area of Interest: Insurance Location: Miami, FL, US, ... share. The High Net Worth / Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales revenue within assigned client… more
- World Insurance Associates, LLC. (Seattle, WA)
- …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
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American...You bring the talent; we bring the opportunity. **Zions Insurance Agency** is a wholly owned subsidiary of Zions… more
- AON (Chicago, IL)
- …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
- HUB International (Fort Worth, TX)
- …the high - net - worth or Private Client segment. + Experience with high - net - worth insurance carriers such as Chubb, PURE, Private Client Select, ... **About HUB:** HUB International is a global insurance broker providing a broad array of property,...General Lines - Property & Casualty license required + High School diploma or equivalent; AA and/or college degree… 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
- World Insurance Associates, LLC. (Iselin, NJ)
- …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
- Charles Schwab (Lone Tree, CO)
- …and their employees regarding their equity compensation plans. As a **Manager - High Net Worth Representative** of the **Executive Services Trading ... deliver training and coaching related to trading skills and high net worth client service...benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $32.16 - $65.77 /… more
- BMO Financial Group (Los Angeles, CA)
- …and diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,...health insurance , tuition reimbursement, accident and life insurance , and retirement savings plans. To view more details… 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
- Manulife (Boston, MA)
- Global High - Net - Worth (HNW) is a leader in the HNW and ultra HNW insurance market with capacity to write insurance on residents in over 150 ... a senior marketing professional, responsible for bringing our well-known life insurance brand to life using compelling and effective messaging, deployed consistently… 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
