Top 2140 Private Client Advisor Jobs

Senior Private Client Advisor
Marsh McLennan Agency —Philadelphia, PA
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Health insurance
- 401(k)
J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)
JPMorganChase —Tucson, AZ
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Private Client Relationship Advisor
Brown Advisory —Washington, DC
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
J.P. Morgan Wealth Management - Private Client Advisor - Beaverton, OR
JPMorganChase —Beaverton, OR
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR
JPMorganChase —Tigard, OR
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Business Associate
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
9d
Lead Advisor
Infinity Wealth Group —Chesterfield, MO
- $160,000 - $496,000 a year
- Full-time
- Office
- Business development experience
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Mortgage Loan Originator
Horizon Bank —New Buffalo, MI
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Commercial Real Estate Appraiser
Edge Realty Advisors —Orlando, FL
- From $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- 5 years
- Health savings account
- 401(k) matching
Quick Apply
Wealth Advisor
Boutique Recruiting —Salt Lake City, UT
- $100,000 - $150,000 a year
- 5 years
- Business development experience
- Bachelor's degree
- Health insurance
Quick Apply
Wealth Advisor
Boutique Recruiting —Dallas, TX
- $100,000 - $150,000 a year
- 5 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Private Banker
Boutique Recruiting —Phoenix, AZ
- $160,000 - $210,000 a year
- 7 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
12d
Director of Business Growth
KO Business Solutions —Chicago, IL
- $60,000 a year
- Monday to Friday
- 6 years
- Research
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Private Client Banker- North Dakota Market
JPMorganChase —Fargo, ND
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Senior Merchant Business Advisor
KeyBank National Association —Buffalo, NY
- $56,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Mid-Market Account Executive
Activated Insights —Idaho Falls, ID
- From $50,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Aspiring Financial Advisor Program (Licensing & Training Provided)
Holleran Financial Group —Park Ridge, NJ
- $72,000 - $116,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
In-Person Account Executive
High Rise Capital —New York, NY
- $100,000 - $450,000 a year
- Urgently hiring
- Mid-level
- Business development experience
- US work authorization
- Health insurance
- Paid time off
Quick Apply
Bilingual Chinese Financial Advisor
New York Life —Flushing, NY
- $100,000 - $200,000 a year
- Full-time
- Bilingual
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply

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Senior Private Client Advisor

Marsh McLennan Agency -
Philadelphia, PA

Apply Now

Job Details

Full-time
$89,500 - $166,900 a year

Benefits

Health insurance
401(k)
Tuition reimbursement
Employee assistance program

Qualifications

Insurance needs analysis
Email customer support
Referral-based lead generation
Identifying new business opportunities
Sales referrals
Regulatory compliance
In-person customer service
Mid-level
CPCU
Property & Casualty License
Managing clients in a customer support role
Managing financial planning clients
Business development experience
Compliance management
Bachelor's degree
Insurance regulation
Coordinating with insurance clients
Client retention strategy
Business development within finance
Insurance for risk management
Client growth strategy
Client referrals
Insurance sales
Risk & issue management
2 years
Negotiation

Full Job Description

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: MRSH).

A day in the life.

As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

2 + years’ personal lines insurance experience with High Net Worth clientele
Property & Casualty (P&C) License
Client service orientation with balance on managing expectations
Ability to travel for client and company meetings as needed
undefined These additional qualifications are a plus, but not required to apply: Bachelor’s degree Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure .

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

#LI-hybrid

#LI -MMAPCS

The applicable base salary range for this role is $89,500 to $166,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Apply Now

Refine Your Search

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Senior Private Client Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Tucson, AZ (Broadway and Country Club)

Private Client Relationship Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Beaverton, OR

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Wealth Advisor

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Director of Business Growth

Private Client Banker- North Dakota Market

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Associate Private Wealth Advisor

Mid-Market Account Executive

Aspiring Financial Advisor Program (Licensing & Training Provided)

In-Person Account Executive

Bilingual Chinese Financial Advisor

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The applicable base salary range for this role is $89,500 to $166,900.

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