- TEKsystems (Coral Gables, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... Description In the Personal Lines Producer role, you must be an...Managment + Account management, + Client relationship management, + High -Value Homeowners Insurance, + Risk Management & Assessment Additional… more
- HUB International (Berkeley Heights, NJ)
- …net - worth clients. **Specific responsibilities include:** + 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 relationships with existing & prospective clients to deliver excellent client experience. + Schedules and conduct face-to-face & virtual meetings with clients for… 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)
- …and clients succeed. What the day will look like: + Manages an assigned book of high - net - worth personal insurance clients with personal insurance ... in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's… 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 the ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...support and involvement through HUB Gives **SUMMARY:** In the Personal Lines Producer role, you must be an independent… more
- Maxwell Locke & Ritter (Austin, TX)
- …+ Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal , estate/gift & trust tax ... Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting… more
- AON (IL)
- …and Casualty license or must obtain upon hire + 5-7 years' experience in the High - Net - Worth personal insurance property risk management field + CPCU, ... Casualty license or must obtain upon hire + 5-7 years' experience in the High - Net - Worth personal insurance property risk management field + CPCU, CIC,… more
- HUB International (Wilmington, MA)
- …responsibilities as assigned by Manager. Qualifications: . Three years of related experience with high net worth personal insurance accounts. . Thorough ... Private Client Group. Overview: Responsible for servicing assigned high net worth /private client group personal insurance accounts. Account rounding and… 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 (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...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… 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...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… 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...based on client objectives, risk profile, account mandates, and personal preferences + Lead or contribute to strategic initiatives… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …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
- Charles Schwab (Westlake, TX)
- …now have a unique opportunity to expand our lending capabilities by targeting Schwab's high net worth (HNW) clients and registered investment advisory (RIA) ... internal and external partners to develop analysis, deliver thoughtful, insightful, and high impact contributions across a range of " high -stakes" strategic… 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 + ... Champion the proper advocacy of claims + Participate in stewardship meetings + Support Client Management team in identifying and closing rounding opportunities Pipeline Management: + Identify prospects for business from existing and prospective clients +… more
- Eastern Bank (Saugus, MA)
- + Acquires and develops new high net worth relationships, both personal and commercial, to offer full array of financial services. Develops new client ... 10 years in financial services including: + 10 years' experience working with high - net - worth individuals and families, privately held businesses, private… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide...a broad range of wealth products and services to high net worth individuals. Following… more
- Bank of America (Fort Worth, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Wounded Warrior Project (Nashville, TN)
- …new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with strong ... military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. + Demonstrated… more
- Bank of America (Chicago, IL)
- …and appropriate credit product solutions + Analyzing High Net Worth Individuals' financial statements, business and personal tax returns as well as ... for delivery of integrated credit solutions to corporate and high net worth clients. Partner...ability to analyze High Net Worth Individuals' financial statements, business and personal … more