- Fidelity TalentSource LLC (Salt Lake City, UT)
- …and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and Insurance SolutionsDesire and ability ... company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You Bring\u200BOutstanding leadership skills… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... (OR ability to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Responsibilities:Generate new business development with various Centers of Influence, Executives, and high net worth individuals and families.Call on ... services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while… more
- Volunteers of America Mid-States (Louisville, KY)
- …financial support. 3. Major Gifts: Lead efforts to solicit major gifts from high - net - worth individuals and develop personalized cultivation and stewardship ... Disability MetLife Legal Plans Financial Wellbeing Competitive Compensation Packages Life Insurance (company paid) 403b retirement plan with company fund matching… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExcellent knowledge of investment ... ForFINRA Series 7 & 63 required prior to hireSeries 66 (63/65) and Insurance Licenses preferred or to be obtained upon hireFive years financial services experience,… more
- AON (NY)
- …process changes, retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal ... retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance… more
- Huntington National Bank (Columbus, OH)
- …grammar and demeanor + Proven track-record of meeting production goals + P&C, or High Net Worth Insurance Designations preferred #LI-KB1 Exempt ... Description Summary: The Insurance Sales Exec Senior - Personal Lines is...- Personal Lines is a commissioned sales position, with high income potential, requiring effective sales consulting and communication… more
- HUB International (Eugene, OR)
- …currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish and grow substantive… more
- HUB International (Summit, NJ)
- …an Account Executive to provide insurance and risk management consultation for high net worth clients. **Specific responsibilities include:** + Manages ... an assigned book of high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish… more
- HUB International (Winter Park, FL)
- …support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a ... HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- HUB International (Fort Worth, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... HUB International** HUB International is a top 5 global insurance broker providing a broad array of property, casualty,...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. +… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...conducting sales, service, and solicitation of all forms of insurance business + Knowledge of personal lines insurance… more
- Edward Jones (Tempe, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...preferred or obtained within 6 months of hire + Insurance license preferred or obtained within 6 months of… more
- Edward Jones (St. Louis, MO)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...markets up to 20%. + State Life and Health Insurance license preferred or obtained within 6 months of… more
- Edward Jones (Scottsdale, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... + Partner with the Senior Planner, Financial Advisor, and high net worth team to...or Law. + Series 7 and 66 required. + Insurance license required within 6 months of hire. +… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... large local firm) + Experience providing tax consulting and compliance services to high net - worth individuals and families including personal, estate/gift &… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... activity, fraud alerts, and credit score issues + Monitor insurance renewals and claims + Assist with home and...years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within… more
- JS Held LLC (New York, NY)
- …Summary We are seeking a Rugs Contents Consultant to join our team within our High - Net - Worth Contents Division. This is a unique opportunity for an ... to qualify and quantify damaged contents. . Prepare post-loss insurance reports for antique and high value...Prepare post-loss insurance reports for antique and high value rugs. . Coordinate communications between all stakeholders… more
