- Bank of America (Fort Mill, SC)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained insurance licenses. **Shift:** 1st shift (United States of America)… 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
- Huntington National Bank (Minnetonka, MN)
- …home, umbrella, boat, motorcycle, valuable personal property and individual health. Advanced Life Insurance focuses on high - net - worth individuals with ... Description Summary: Huntington Insurance is looking for a Goal-Oriented Insurance...Annual Draw The compensation range represents the low and high end of the base compensation range for this… more
- World Insurance Associates, LLC. (Woonsocket, RI)
- …degree or equivalent work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management experience required + Property ... retention Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance ...a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …servicing experience including remarketing and new business placement. + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel ... Summary World Insurance Associates is a unique insurance ...in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +… more
- AON (PA)
- … or financial services industry is a plus, as well as experience in the high - net - worth space + Experience conducting A/B tests for campaigns and driving ... for SEO, grammatically correct, compliant with appropriate laws and insurance regulations (eg GLBA, HIPAA, CAN-Spam) and consistent with...is a plus, as well as experience in the high - net - worth space + Experience conducting… more
- Guardian Life (Oklahoma City, OK)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...for Guardian's various product lines, including life and disability insurance , mutual funds and annuities, by: + Preparing business… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Wells Fargo (San Francisco, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... openings and closings, and asset transfers. + Demonstrate a high level of organizational skills, including time and priority...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more