- AON (PA)
- …CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal ... CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal lines)… more
- Edward Jones (St. Louis, MO)
- …Setting expectations with estate planning/legal service provider, client, financial advisor, and High Net Worth team to deliver timely advice and ... execution of estate planning advice between the third-party service provider and High Net Worth team. + Lead or actively contribute to key strategic… 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
- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Austin and/or Round Rock, TX Compensation: Starting ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift… more
- Vanguard (Scottsdale, AZ)
- …life's goals. Wealth Management has a unique mission: To be a trusted partner to our ultra- high net worth clients and their families, going one step beyond ... We are seeking a highly motivated sales and/or client service leader, coach, and strategic problem solver to join...policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by… more
- World Insurance Associates, LLC. (Denver, CO)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- Huntington National Bank (Naples, FL)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… more
- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… 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 ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… more
Recent Searches
- local pickup delivery class (United States)
- IAM Oracle PLSQL Developer (Arizona)
- Development Program Lab Integrator (Arizona)
Recent Jobs
-
Advisory Engineer, Development Operations
- Ricoh Americas Corporation (Exton, PA)
-
Senior Monitoring & Observability Engineer - AWS & APM Tools
- Fannie Mae (Reston, VA)
-
Program Manager (C)
- SimIS Inc. (Dahlgren, VA)
-
DevSecOps Engineer
- SMX (Boulder, CO)