Senior Private Client Advisor

About the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and developing new business opportunities.Key ResponsibilitiesReview client exposures, loss experience, and current...

About the RoleWe are seeking a highly skilled Senior Private Client Advisor to join our Private Client Services team at Marsh McLennan Agency. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic relationships and innovative solutions.Key ResponsibilitiesReview client...

About UsUS012 Marsh & McLennan Agency LLC is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. 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...

Job Summary:We are seeking a seasoned financial professional to join our team as a Senior Client Advisor. As a key member of our organization, you will play a pivotal role in expanding our client base and providing exceptional service to our Ultra-High Net Worth Individuals and Families.Key Responsibilities:Client Relationship Management: Manage client...

About Whittier TrustWe are a trusted partner to our clients, providing holistic, top-tier client service and personalized investment solutions to ultra-high-net-worth individuals and their families. Our team of 250 professionals serves a community of 600 clients and their families, managing approximately $20 billion in private family assets.Job SummaryWe are...

Senior Client AdvisorWe are seeking a seasoned Strategic Client Advisor to join our team at International Search Consultants. As a Senior Client Advisor, you will play a pivotal role in expanding our footprint and making a lasting impact within a collaborative and dynamic environment.About the RoleAs a Senior Client Advisor, you will be responsible for...

Unlock Your Potential as a Wealth AdvisorAt Corient Private Wealth LLC, we're committed to empowering talented individuals to excel in their careers. As a Wealth Advisor, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Key Responsibilities:Collaborate with lead advisors to deliver exceptional client...

Senior Client AdvisorOur client, a rapidly growing and well-established organization, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families. This Senior Client Advisor will play a pivotal role in expanding the organization's footprint and making a lasting impact...

{"title": "Senior Client Advisor", "description": "Job SummaryWe are seeking a seasoned financial professional to join our team as a Senior Client Advisor. This role will play a pivotal part in expanding our client base and making a lasting impact within a collaborative and dynamic environment.Key ResponsibilitiesManage high-net-worth client relationships,...

About the RoleAs a Senior Tax Manager in our Private Client Services (PCS) practice, you will oversee multiple engagement teams for a wide range of sophisticated clients, including some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates.Key ResponsibilitiesEngage...

About the RoleWe are seeking a highly skilled and motivated Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide personalized investment and financial solutions to our clients.Key ResponsibilitiesGather information and collect suitability to deeply...

Senior Client Advisor OpportunityInternational Search Consultants is proud to partner with a well-established Multi-Family Office to find a Senior Client Advisor to support Ultra High Net Worth (UHNW) individuals and families.This critical role is responsible for delivering high-touch service in the Western region and nationally, with a focus on the Pacific...

Position OverviewSalary: CompetitiveSenior Marketing AdvisorThis role is open to candidates across the United States.We are seeking a dedicated Marketing Advisor who will offer strategic and actionable insights to enhance our client's marketing initiatives. You will coordinate their activities and execute their marketing plans effectively.The ideal candidate...

About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Wealth Management Advisor. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients, providing...

Job Title: Senior Academic AdvisorWe are seeking a highly motivated and experienced Senior Academic Advisor to join our team at the University of Washington. As a Senior Academic Advisor, you will play a critical role in supporting the academic success of our students, particularly those in the College of Engineering.Key Responsibilities:Provide one-on-one...

Senior Academic AdvisorUniversity of Washington is seeking a highly skilled Senior Academic Advisor to join their team. As a key member of the Engineering Advising & Student Engagement (EASE) Center, you will play a vital role in supporting the academic success of Engineering Undeclared students.Key Responsibilities:Provide one-on-one developmental advising...

Job Title: Senior Client Success ExecutiveAt Ellie Mental Health - 178, we're seeking a highly skilled Senior Client Success Executive to join our team. As a trusted advisor to our clients, you'll play a critical role in ensuring the retention, continued growth, and referenceability of our strategic clients.Key Responsibilities:Own a portfolio of large,...

About CartaCarta is a leading platform that empowers companies to manage equity, build businesses, and invest in the future. Our mission is to unlock the power of equity ownership for more people in more places.The RoleWe are seeking an experienced Senior Account Executive to join our team and drive revenue growth in the Private Equity space. As a key member...

Job Title: Private Client ClerkLane Powell is a leading law firm with a rich history of serving premier public and private companies. Our team of experienced lawyers and professionals work closely with clients to provide exceptional service in areas such as estate and gift planning, family business governance, and dispute resolution.Key...

At RSM US LLP, we pride ourselves on being the premier provider of professional services tailored for the middle market worldwide. Our mission is to instill confidence amidst change, enabling our clients and team members to achieve their utmost potential. Our remarkable team is the cornerstone of our inclusive culture and exceptional talent experience, which...