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Previous Personal Lines Insurance experience with High Net Worth clientele. 3 - 5 years' insurance experience with High Net Worth clientele. Builds relationships with clients, MMA PCSN colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates.
$120,000 - $140,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking experienced high new worth Personal Line Producer/Brokers for your area location. Utilize your expertise and relationships for high net worth clients Market new and renewal business in conjunction with designated sales teams.
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Our firm works solely with small business owners and high net worth individuals to properly plan for their taxes, throughout the year, and get the chance to showcase real tax savings when we file their return.
$80,000 - $100,000Full-timeRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored advice. High level of integrity, professionalism, and commitment to client confidentiality.
$85,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
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At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
$60,000 - $80,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
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As a Tax Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceManage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities.
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Solid experience with IT operations processes including ITSM, Asset Inventory/CMDB, and Change Management. Hands-on experience with implementing or managing Cisco Meraki WAN, LAN, SD-WAN and Firewall solutions.
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As the visionary leader of our philanthropy efforts, you'll not only spearhead our ambitious campaign but also lay the groundwork for a $10B endeavor aimed at making 2 Hour Learning accessible to every child in the US. This journey will challenge you to think creatively, engage ultra-high-net-worth donors with compelling narratives, and orchestrate impactful events that transcend conventional fundraising.
$100 an hourFull-timeRemoteExpandUpdated 1 month ago - UpvoteDownvoteShare Job
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Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in Peru, Bolivia and Ecuador.
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high worth jobs in Miami, FL
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