Private Client Advisor

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

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