- AON (CA)
- …and clients succeed. What the day will look like: + Leads an assigned book of high - net - worth personal insurance clients with personal insurance ... insurance and risk management. + Experience working with High - Net - Worth clients. + Solid negotiation...will look like: + Leads an assigned book of high - net - worth personal insurance … more
- AON (Chicago, IL)
- …II who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a hybrid role, based out ... who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a hybrid role, based out of… more
- AON (NC)
- …Property and Casualty license or must obtain upon hire. + 5-7 years' experience in the High - Net - Worth personal insurance field and/or experience in the ... and Casualty license or must obtain upon hire. + 5-7 years' experience in the High - Net - Worth personal insurance field and/or experience in the High -… more
- AON (Chicago, IL)
- …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
- AON (MI)
- …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 (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 (Waco, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... HUB International** HUB International is a top 5 global insurance broker providing a broad array of property, casualty,...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- Edward Jones (Scottsdale, AZ)
- …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! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...and 66 required within 6 months of hire + Insurance license required 6 months of hire + Ability… 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
- 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...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… 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...and 66 required within 6 months of hire + Insurance license required within 6 months of hire +… more
- Manulife (MA)
- …high - net worth individuals and affiliated entities. The Investigator - High Net Worth Due Diligence position independently plans and executes ... enhanced due diligence investigations to support internal Manulife international high net worth (HNW) business. Conduct high -quality analytical research… more
- Charles Schwab (Lone Tree, CO)
- …corporations 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 $74,300.00 - $116,000.00 /… 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 ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- Charles Schwab (Orlando, FL)
- …self and others positively + Bachelor's degree highly preferred + Must have Ultra High Net Worth client experience + Wealth Management designation, eg, ... Schwab Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context… 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
- Wipfli LLP (Denver, CO)
- …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
- WTW (Boston, MA)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... and prospective clients + Develop new relationships with individuals responsible for insurance and risk management decisions + Obtain referral leads from existing… 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 2024-5893 Category Tax Remote… more
- Wipfli LLP (Tinley Park, IL)
- …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-IL-Chicago | US-IL-Naperville | US-IL-Lincolnshire | US-IL-Tinley… more