What are the responsibilities and job description for the Private Client Advisor position at The Jonus Group?
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
Benefits
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
- 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
Benefits
- Quarterly bonus
- Annual bonus based on growth targets
- Annual team retention bonus
- 401(k) plan
- Flexible work schedule
Salary : $85,000 - $120,000