• Private Client Account Manager…

    HUB International (Santa Fe, NM)
    …goals. **Job Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree ... Manager** This role manages a book of business for affluent personal lines clients, handling policy reviews,...clients preferred + Experience and demonstrated proficiency in an insurance Account Management role. + Excellent oral… more
    HUB International (07/10/25)
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  • Account Executive Broker III-…

    AON (PA)
    …is responisble for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families. You will ... responisble for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families. You will help… more
    AON (07/25/25)
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  • Senior Private Client Account Executive

    AON (CA)
    …team, responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, you will ... responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families, you will help… more
    AON (07/22/25)
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  • Product Manager Senior - PNC Investments

    PNC (Pittsburgh, PA)
    …development and execution of our Wealth Banking products to support our Retail affluent client segment. This program is designed to deepen relationships with mass ... affluent clients by combining personalized banking with Investments -anchored...employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child… more
    PNC (06/19/25)
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  • Personal Financial Advisor

    TD Bank (Greenville, SC)
    …details for this role. **Line of Business:** TD Wealth **Job Description:** The Personal Financial Advisor (PFA) I works from a centralized hub with clients in ... the Mass Affluent (MA) segment to attract and retain clients by...and liabilities. The PFA I recommends personalized investment and insurance solutions to meet the client's objectives. The PFA… more
    TD Bank (07/02/25)
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  • Investment Analyst - PNC Investments

    PNC (Pittsburgh, PA)
    …for a wide range of client segments that include the Mass Market, Mass Affluent and Affluent investors. The successful candidate will be charged with oversight ... department within PNCIs Product Group: FINRA 66 (or 63/65) or Life & Health Insurance . ​ + Leverages analytical tools to provide business and technical expertise for… more
    PNC (07/15/25)
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  • Investment Analyst Senior - PNC Investments

    PNC (Pittsburgh, PA)
    …for a wide range of client segments that include the Mass Market, Mass Affluent and Affluent investors. The successful candidate will be charged with oversight ... full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life … more
    PNC (07/08/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    Citigroup (New York, NY)
    …individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and ... which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The… more
    Citigroup (07/25/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and ... which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The… more
    Citigroup (07/16/25)
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  • Merrill Financial Solutions Advisor - San…

    Bank of America (San Francisco, CA)
    …(CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + Obtained insurance licenses is preferred. ​ **Skills:** + Account Management + Client ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing… more
    Bank of America (07/30/25)
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