Private Client Advisor
Private Client Advisor
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$ 85 - 120
1 Vacancy
Job Description
Job Description
Senior Private Client Advisor / Personal Lines Account Executive
Overview:We are seeking a licensed agent who is experienced in working with high net worth and ultra-high net worth individuals providing consulting services and maintaining strong client relationships.
Responsibilities:
- Meet with clients on a regular basis to understand and address their needs
- Maintain and grow client relationships to generate revenue for the office
- Work with HNW/Ultra HNW clients with assets such as multi-assets planes yachts fine art and jewelry
- Provide consulting services to clients in a client-facing role
Qualifications:
- Experience in a client-facing role with high-net-worth individuals
- 5-7 years of experience working with HNW clients
- 220 license required
- Strong understanding of HNW assets such as multi-assets planes yachts fine art and jewelry
Day-to-day: The role offers a hybrid remote schedule with 2 days in the office. The salary ranges from $85k-$120k with additional bonuses based on performance and growth targets.
Benefits:
- Quarterly bonus
- Annual bonus based on growth targets
- Annual team retention bonus
- 401(k) plan
- Flexible work schedule
#LI-KR1
Required Experience:
Unclear Seniority
Employment Type
Full-Time
