High Net Worth Insurance Specialist

Premier Protection Insurance Services is a leading insurance agency catering to high net worth entrepreneurs. Our specialized expertise lies in providing personalized insurance solutions for both personal and commercial lines. With a focus on exceptional service and innovative products, we ensure the protection and security of our esteemed clients' valuable...

Job Summary:We are seeking a highly skilled and experienced High Net Worth Trust Specialist to join our team at FineMark National Bank. This is an exceptional opportunity for a seasoned professional to work with complex and sophisticated trust relationships, managing estate settlements with a focus on prudent fiduciary risk management.Key...

We are DeFi Planet, the leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential. We strive for an inclusive culture and talent experience that sets us apart from other companies.Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity...

Job Overview:Premier Protection Insurance Services is a leading specialty boutique insurance agency catering to high-net-worth entrepreneurs. We are seeking an experienced Personal Lines Account Manager to manage and grow relationships with our clients, providing personalized service and comprehensive coverage.Estimated Salary: $120,000 - $180,000 per year...

Premier Protection Insurance Services is a leading insurance agency catering to high-net-worth entrepreneurs. As an Elite P&C Insurance Advisor, you will play a pivotal role in managing and growing relationships with clients, providing them with personalized service and comprehensive coverage.The salary for this position is approximately $120,000 per year,...

Company OverviewPremier Protection Insurance Services is a boutique insurance agency catering to high-net-worth entrepreneurs. With 19 years of experience in Fort Lauderdale, we manage personal and commercial lines of insurance across 16 states.SalaryWe offer a competitive salary and commission structure, with our team members earning an average of $120,000...

Company OverviewPremier Protection Insurance Services is a specialty boutique insurance agency catering to high-net-worth entrepreneurs. Our team excels at delivering top-tier insurance solutions, and we're seeking an experienced Senior Personal Lines Insurance Specialist to join us.Salary: $120,000 - $180,000 per year, depending on experienceJob...

About the RoleWe are seeking a seasoned account manager to specialize in personal and commercial lines of insurance for our thriving office in Fort Lauderdale. The ideal candidate will excel in communication, teamwork, and problem-solving.As a leading insurance agency catering to high net worth entrepreneurs, we offer a dynamic work environment with...

Benefits and RequirementsAs a High Net Worth Insurance Specialist, you will enjoy a competitive salary, a generous commission structure, and a dynamic work environment. We offer a comprehensive benefits package, including health insurance, retirement savings, and paid time off.Requirements:At least 3 years of experience in the personal or commercial lines...

About the JobWe are seeking an experienced High Net Worth Trust Relationship Manager to join our team at FineMark National Bank & Trust.The ideal candidate will have a strong background in trust administration, estate planning, and investment management, with excellent communication and interpersonal skills.

About the Role:We are seeking a highly experienced Private Wealth Trust Advisor to join our team at Finemark National Bank. This is an exceptional opportunity for a skilled professional to manage and administer complex trust relationships, providing expert advice and guidance to high-net-worth clients.Job Summary:The successful candidate will be responsible...

About the RoleWe are seeking an experienced insurance professional to join our team in Fort Lauderdale. As a specialist in personal and commercial lines, you will be responsible for delivering exceptional service to high net worth clients.With a strong focus on communication, teamwork, and problem-solving, you will thrive in a fast-paced environment where...

Job OverviewWe are seeking an experienced and skilled Portfolio Manager to join our team at Finemark National Bank. This is a unique opportunity to work with high net worth individuals, managing their investment portfolios and providing exceptional service.

Job Description: As a Tax Manager at Jobot, you will be responsible for overseeing tax planning, compliance, preparation, and law for high net worth individuals and businesses. This includes managing and overseeing tax planning, compliance, preparation, and law for clients across various industries. You will also communicate effectively with clients,...

About UsPremier Protection Insurance Services is a leading insurance agency catering to high net worth entrepreneurs. Our specialized expertise lies in providing personalized insurance solutions for both personal and commercial lines.Our MissionWe ensure the protection and security of our esteemed clients' valuable assets with a focus on exceptional service...

Career OpportunitiesPremier Protection Insurance Services is a dynamic and growing insurance agency that offers exciting career opportunities for talented professionals. As a Personal Lines Account Manager, you will play a pivotal role in managing and growing relationships with high-net-worth clients, providing them with personalized insurance solutions...

Job SummaryWe are a leading full-service tax planning and accounting firm based in Fort Myers, FL, committed to providing personalized and professional financial services to high net worth individuals, small businesses, and freelancers.Job Description:Make a significant impact by overseeing tax planning, compliance, preparation, and law for a diverse...

Key ResponsibilitiesManage and service a portfolio of high-net-worth personal lines accounts.Develop and maintain strong relationships with clients, ensuring their ongoing satisfaction.Collaborate with our commercial lines team to expand expertise and grow book of business.

Job SummaryThe Private Wealth Advisor manages and administers the Bank's complex trust relationships, focusing on prudent fiduciary risk management, relationship growth, and client satisfaction.Key ResponsibilitiesAdministers trust accounts in accordance with governing instruments, federal and state laws, and FineMark's policies and procedures.Maintains...

Job SummaryAs a Personal Risk Manager at Premier Protection Insurance Services, you will be responsible for managing complex insurance portfolios for high net worth clients. You will need to possess exceptional communication and policy marketing skills to effectively navigate various lines of business.The ideal candidate will have at least 3 years of...