- HUB International (Davie, 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 Client Practice...of all forms of insurance business + Knowledge of personal lines insurance with the ability to… more
- HUB International (Jupiter, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net -worth insurance business, while acting with a high degree of ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance because that's...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- KPMG (Fort Lauderdale, FL)
- …play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and provide ... analyses of complex individual income tax, gift, estate, and trust returns for ultra- high net -worth individuals and Family Offices + Serve as the trusted advisor… more
- Truist (Boca Raton, FL)
- …trust administration to a challenging and sensitive portfolio of affluent and ultra- high net -worth clients. Provide administrative support to Trust Advisors. ... members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES… more