Net Worth Account Handler Jobs in USA

Application Deadline:06/07/2026Address:10250 Constellation BlvdJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an un...

Company:ICATDescription:Senior Personal Lines Underwriter (HNW)Location: Broomfield CO or RemoteDescription:We are seeking a skilled Personal Lines Property Underwriter to join our underwriting team. As a high-net-worth underwriter you will evaluate and underwrite complex household and specialty ris...

We are currently hiring for a Mortgage Loan Processor with experience working with High Net Worth loans.   Gathering required documentation from the borrower and obtaining appropriate documentation from third party vendors consistent with internal client and investor policies.Reviewing the complete...

Job DescriptionOur National Client out of Nassau County is seeking a High Net Worth/Personal Lines Account Executive with a hybrid office schedule! Please see qualifications below:Experience working on a high-end book of business is a plusExperience working with a mix of high end and standard book o...

Company DetailsBerkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert indep...

Job DescriptionWe are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC. Please see qualifications below:Essential Duties and Responsibilities:P...

Vanguard Wealth Management Family Legacy SpecialistVanguards Family Legacy team works in partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more.Vanguards Family Legacy team focuses on helping families communicate their wealth purpose a...

Application Deadline:06/25/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceDevelops manages retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design development and delivery of solutions that meet the clients complex bal...

Job DescriptionHigh Net Worth ProducerJob SummarySeeking an experienced and motivated High Net Worth Producer to join a dynamic team. This role focuses on building lasting relationships with high net worth individuals and providing them with tailored insurance solutions. The ideal candidate will pos...

Job DescriptionAbout Acrisure A global fintech leader Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together we connect clients with customized solutions across a range o...

Tax Manager High Net-Worth IndividualsREMOTE$85000$150000 (Based on Experience)Are you stuck in your careerAre you looking for an opportunity where you can grow in your careerAre you tired of working for a company that doesnt appreciate youCalibre CPA Group is looking for a sharp and strategic Tax...

In compliance with applicable laws HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose Opening up a world of opportunity explains w...

Application Deadline:05/28/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understa...

In compliance with applicable laws HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose Opening up a world of opportunity explains w...

In compliance with applicable laws HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose Opening up a world of opportunity explains w...

World Insurance Associates (World) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011 World is one of the fastest-growing Top 25 insura...

Naples In-Office / HybridAmLaw 100 Firm Trusts & Estates (High Net Worth / Ultra-High Net Worth) Senior Associate (5 Years)An AmLaw 100 firm is looking to add a Senior Associate to its Trusts & Estates group in Naples.This is a strong opportunity for an attorney who enjoys working closely with hig...

World Insurance Associates (World) is a leading financial services organization with a global network of brokers and specialists dedicated to helping individuals and families make informed decisions about protecting what matters most. Founded in 2011 World is one of the fastest-growing Top 25 insura...

Are you passionate about being a true resource to your clients Do you strive for continued growth and development in your careerJoin our growing and fun-loving team at Evarts Tremaine an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45states.Evarts Tremaine is...

Job Description: GST Knowledge (Execution to Return Filing) Should have end-to-end understanding of GST processes including invoice verification input tax credit (ITC) tracking reconciliation and timely preparation and filing of GST returns (GSTR-1 GSTR-3B etc.). Must ensure compliance with G...