822 private client advisor jobs found

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Private Client Advisor to join our growing team in Alpharetta, GA! This role involves assessing client insurance requirements, recommending appropriate policies, and managing ongoing client relationships to ensure satisfaction and retention. The Private Client Advisor will work closely with clients to understand their needs, provide accurate quotes, and assist with policy changes, claims, and renewals. How You Will Contribute Build, expand, and solidify relationships with clients and lead appropriate resources to address the client’s needs – including risk identification and resolution of underwriting or policy issues. Process daily mail, faxes, and e-mails, for assigned accounts. Answer and process all telephone requests for assigned accounts. Enter all required data into AMS 360 and...

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 thrive as a Senior Private Client Advisor at Marsh 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 life. As our Senior Private Client Advisor on the Private Client Services team, you’ll successfully support a high-volume book of...

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. 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 Private Client Advisor at Marsh McLennan Agency Private Client Services National team. This is a hybrid role.     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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).      A...

Company: Marsh McLennan Agency Description: The Senior Client Advisor will be responsible for managing a book of business. Key responsibilities include serving clients, conducting annual reviews, and negotiating with carriers on behalf of clients. 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 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...

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. 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 Private Client Advisor at Marsh McLennan Agency Private Client Services National team. This is a hybrid role. 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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).  A day in the life.   As our Private Client Advisor on...

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. 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 (MMA). This is a remote position supporting our National team, and will work business hours in designated time zones across the US.  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...

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. 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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).  A day in the life.   As our Senior Private Client Advisor on the Private Client...

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. More than 10,000 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 Marsh McLennan Agency Private Client Services National team. This is a hybrid role. 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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).  A day in the life.   As our Private Client Advisor on...

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...

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. 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 life. As our Client Advisor Manager on the Private...

Company: Marsh McLennan Agency Description: A day in the life.   This position will be remote, based in the Eastern Time Zone / Pacific Time Zone. As a Private Client Advisor in the Private Client Services Customer Care Team, you’ll successfully support a large book of business for our entry level affluent clientele. You will work alongside tenured colleagues to gain experience, and skill sets for professional growth: Reviews client exposures, risk tolerance, loss experience and current coverages on a reactive basis and recommend appropriate products and services  Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via team email  Ensuring availability to answer incoming calls from clients during the designated time frame Address client inquiries, concerns, and requests via phone que coverage in a courteous and helpful manner Directing calls to the appropriate department or team member for further...

ABOUT HUB INTERNATIONAL:   HUB International Limited (“HUB”) is the 5 th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 1 8 ,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.   WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization .  We offer:   Competitive salaries and benefits offerings   Medical/dental/vision insurance and voluntary insurance options   Health Savings Account funding   401k matching...

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 n Insurance Associate 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 Insurance Associate on the...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. In addition, this role will be highly focused on generating new business and expanding and retaining the existing client base...

Job Description: Role Under the direction of the Managing Director of Wealth Management, the Senior Private Banker is responsible for delivering bespoke financial solutions to high-net-worth individuals and business clients. This role blends deep relationship management with innovative financial thinking to grow and retain an exclusive portfolio. Leveraging advanced market knowledge and a strong internal network, the Senior Private Banker leads with a client-first mindset, aligning comprehensive banking, credit, and wealth strategies to each client’s unique goals. As a tenured expert, this leader also plays a key role in product development and strategy refinement to evolve the bank’s Private Banking offering. Essential Duties & Responsibilities Client Advisory & Relationship Management • Serve as the primary advisor to a portfolio of high-net-worth clients, offering tailored advice across deposit, lending, and investment products. • Regularly meet with clients...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Job Summary Our Employee Benefits Practice within PEPG is seeking a collaborative, driven, and resilient Senior Account Manager for our team.  The Senior Account Manager will fulfill an integral role in developing cohesive relationships with client groups by designing cost-effective benefits programs, streamlining enrollment initiatives, and serving as a strategic advisor to the portfolio companies in which we serve. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of Employee Benefits accounts within a fast-paced environment.    Primary Responsibilities and Duties: Proactively manage a full book of business while providing M&A/Due Diligence support Building and maintaining constructive relationships with clients by exceeding expectations and service delivery Maintaining clear communication with internal colleagues, clients, and insurance carriers/vendors Develop marketing strategies to obtain...

As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Actuarial, Accounting, Risk Management, Critical Business Advisor, Internal Audit, and so much more. Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a hybrid role based out of our Columbus, OH office. The team comes into the office 3 days a week. Key Responsibilities: Works closely with front office, operational, technology and controllership teams to support various operational processes in order to ensure timely, accurate and efficient flow of Private Debt data. Focus on data quality of transaction processing and security set-up to ensure accurate data is...