Private Client Advisor

Job Description

Senior Private Client Advisor / Personal Lines Account Executive

Overview: We are seeking a licensed Advisor 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