Net Worth Account Handler Jobs in USA

Job DescriptionHigh Net Worth Account ExecutiveJob SummarySeeking a highly skilled and experienced High Net Worth Account Executive to join a dynamic and diversified insurance brokerage team. This role is integral to operations focusing on high-level servicing client retention and supporting produce...

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work and pro...

Company OverviewAs one of the largest independent insurance agencies in Texas we are proud to be recognized for our exceptional values-driven culture and consistently named among the best places to work. Our reputation reflects our commitment to outstanding client service meaningful philanthropic ef...

Job DescriptionHigh Net Worth Account Executive Personal LinesJob SummarySeeking an experienced High Net Worth Account Executive Personal Lines to manage and service a sophisticated portfolio of affluent and high-net-worth clients. This role requires extensive experience handling complex personal...

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:07/30/2026Address: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...

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...