953 private client advisor jobs found

Company: Marsh McLennan Agency Description:   Senior Private Client Advisor  - Hybrid in Boston location   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. More than 11,000 of the industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Private Client Advisor   at Marsh McLennan Agency Private Client Services National team.     Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...

Company: Description:   Senior Client Advisor     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Client Advisor   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in   the life .       As our Senior...

Company: Marsh McLennan Agency Description:   Senior Client Advisor     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a   Senior Client Advisor   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   A day in   the life ....

Company: Marsh McLennan Agency Description:   Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Advisor at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in the life.    As our Private Client Advisor on the Client Advisory...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Senior Private Client Advisor on the Private...

Company: Marsh McLennan Agency Description: Yacht Private Client Advisor     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 1 1 ,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day . Learn more about what makes us different and how you can thrive as a Private Client Advisor at M arsh McLennan Agency (MMA) .     MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC ).     A day in the...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a HNW Personal Lines Client Advisor to join our growing team.  The HNW Personal Lines Client Advisor is a performance driven individual that delivers “white gloves” service and advisory strategies to affluent and ultra-high-net-worth clients,...

Company: Marsh McLennan Agency Description: Private Client Services Advisor – Sales Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Private Client Services Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Private Client Services Advisor on the Sales team, you’ll develop...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Richmond team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...

Sales Executive Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Position Title SBL Collateral Monitoring Lead Location New York, NY 10018 Job Summary The SBL Collateral Monitoring Lead is responsible for supporting both the build-out and ongoing operations of the Bank’s collateral monitoring function. This role has a dual mandate: 1. Implementation & Design (early stage): Participate in the integration, testing, and rollout of the collateral monitoring system, processes, and procedures as part of the bank’s new SBL platform. 2. Daily Collateral Operations (ongoing): Ensure accurate, timely, and risk-aligned monitoring of pledged collateral for SBL facilities, while delivering exceptional service to internal partners and maintaining the highest standards of control, data accuracy, and responsiveness. The ideal candidate is detail-oriented, analytical, organized, and comfortable operating in a build-from-scratch environment. They will be a partner to Credit Risk, Legal, Operations, Technology, Private Client Advisors/PCGs, and...

Description Lead Casualty and Programs Counsel, North America   Liberty Mutual’s North America Legal Team seeks a highly motivated, intellectually curious, and collaborative attorney to support its North America business unit, with specific responsibility for providing legal support to Liberty’s Casualty line of business and Programs portfolio across North America. The role spans both admitted and non-admitted (E&S) products and markets. The successful candidate will partner closely with leaders and teams in Casualty, Programs, Product Development, and Product Management to enable profitable growth while mitigating legal risk. Day-to-day activities will include providing advice on time-sensitive transactions, analyzing and advising on issues related to regulatory compliance across admitted and E&S platforms, supporting Product Development and Product Management on new product development and product maintenance initiatives, counseling clients on...

ABOUT HUB At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.  HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.  ABOUT SPECIALTY PROGRAM GROUP (SPG)...

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning  and development opportunities to work towards your career goals . Your job responsibilities as the Education Consultant and Wealth Advisor: Manage a strong Client relationship and provide exceptional service Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer...

Description Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Description This role will be onsite at our Grand Rapids, MI office Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Grand Rapids, MI. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking,...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.  This...