- HUB International (Santa Fe, NM)
- …This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It ... production goals. **Job Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a… more
- Enterprise Bank & Trust (Phoenix, AZ)
- …in the management of credit quality issues. + Take ownership as needed of the Private Banking client 's personal relationship - and coordinate as needed with ... SVP, Private Banking **Job Description:** **Summary:** Responsible for managing client financial circumstances with a focus on maintaining a strong relationship… more
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to… more
- World Insurance Associates, LLC. (Denver, CO)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client ... solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and...commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Executive** manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- KeyBank (Seattle, WA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- HUB International (Houston, TX)
- …committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works collaboratively with the Producers and Account ... questions and issues. **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree… more
- JPMorgan Chase (Cambridge, MA)
- …with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of ... **Job Responsibilities** + Shares the value of the new Private Client tiered product suite, relationship program...behalf and has a 360 view of all the client 's product, personal connections, key partners, and… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and...service and financial goals within the Financial Advisory - Private Client function + Review basic or… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more