High Net Worth Insurance Specialist

Job SummaryThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables. The ideal candidate will have strong client relationships, ensuring coverage needs are met, and working closely with carriers to provide superior...

Job SummaryWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...

Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing exceptional service and support to meet their investment management and financial...

Job OpportunityWe are seeking a seasoned estate planner to support our high-net-worth clients. Our client is a dynamic, growing firm that prioritizes high-quality legal work and client care. The successful candidate will work closely with the Managing Partner to foster excellent client care and plan complex estates.This is an exciting opportunity for an...

Job OpportunityWe are seeking a highly skilled Senior Estate Planner to support our high-net-worth clients. Our client is a dynamic, growing firm that prioritizes high-quality legal work and client care. You will work closely with the Managing Partner to foster excellent client care and plan complex estates. They are located in a prestigious area and boast a...

Private Wealth Services Tax DirectorAs a key member of our Private Wealth Services team, you will lead the production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. You will collaborate with the Private Wealth Services...

Job OpportunityFalcon Rappaport & Berkman is a rapidly growing law firm seeking a skilled Trusts and Estates Planning Associate to join our team.Key ResponsibilitiesManage all stages of estate planning and trust administration, ensuring seamless execution and compliance.Develop and maintain strong relationships with clients, providing exceptional service and...

Falcon Rappaport & Berkman LLP: A Leading Law Firm in Estate Planning and AdministrationWe are seeking a highly skilled Trust and Estates Planning Associate to join our team. As a rapidly growing law firm, we specialize in Real Estate, Estate Planning and Administration, Taxation, and Corporate matters.Key Responsibilities:Manage all stages of estate...

Unlock Your Potential as a Schwab Wealth ConsultantAt Charles Schwab, we're seeking a highly motivated and results-driven Senior Wealth Consultant to join our team. As a key member of our Private Wealth Services group, you'll have the opportunity to work with high-net-worth clients, providing comprehensive guidance and advice to help them achieve their...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high net worth clients and their families.Key Responsibilities:Act as the primary liaison between clients, investment...

About the RoleAs a Private Wealth Services Tax Director at Grant Thornton, you will lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients.You will collaborate with the Private Wealth Services Tax...

Tax Manager/Senior Tax Manager - High Net Worth Individuals - Trusts & EstatesJob Overview:We are seeking a seasoned Tax Manager to lead our team in Laguna Beach. In this role, you will be responsible for reviewing and preparing tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values...

About the RoleWe are seeking a highly skilled Tax Director to lead our Private Wealth Services team. As a key member of our team, you will be responsible for providing tax planning and consulting services to our high net worth clients, focusing on estate, wills and trusts taxation, and individual income taxes.Key ResponsibilitiesProvide tax planning and...

Relationship ManagerWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional service to our high-net-worth clients and prospects.Key Responsibilities:Act as the primary liaison between clients, investment professionals, and...

{"title": "Relationship Manager", "description": "Job SummaryWe are seeking a highly skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients and prospects.Key ResponsibilitiesAct as the...

Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Consultant to join our team at Charles Schwab. As a Senior Wealth Consultant, you will be responsible for providing high-touch service and comprehensive guidance to clients with complex wealth management needs.Key ResponsibilitiesManage a practice of Ultra-HNW clients and provide...

About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to expand our operations and become a major player in the western banking market.Our CultureWe pride ourselves...

About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform that serves high-net-worth individuals and families. We provide personalized services to help our clients achieve their financial goals and preserve their wealth for future generations.Job SummaryWe are seeking a highly skilled and motivated Family Office...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team. As a Tax Manager, you will oversee all aspects of tax management, including compliance, provision, and multi-state income tax returns.Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax returns, multi-state...

Job Title: Tax ManagerWe are a growing, nation-wide CPA firm seeking a Tax Manager to join our team. As a Tax Manager, you will be responsible for overseeing all aspects of tax management, including compliance, provision, and multi-state income tax returns.Responsibilities:Manage all aspects of tax compliance, including preparing and reviewing property tax...