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Job DescriptionDescription: Firm Description Chilton Trust is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, and institutions. Chilton Trust is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of its affiliate, Chilton Investment Company, which was founded three decades ago by Richard Lockwood Chilton, Jr. Chilton Trust offers a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone national trust company capabilities, fiduciary, consolidated wealth reporting, comprehensive family office services and transactional planning. The firm’s emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with clients. Chilton Trust has more than $8B in assets under management with over 250 family relationships and offices in Charlotte, Charlottesville, Connecticut, Delaware, Naples, New York and Palm Beach. Position Description The Junior Credit Analyst will be part of a larger Fixed Income team with responsibilities including, but not limited to, the following: • Conduct fundamental credit analysis of both municipal issuers and Investment grade corporate issuers using self-created dynamic modeling tools that can respond to both credit and macro driven events., • Assign & maintain internal credit ratings and monitor issuer fundamentals, ratings changes, and macroeconomic trends. Assign periodic industry/sector outlooks to both municipal and corporate sectors., • Conduct portfolio analysis for prospective and current clients., • Work closely with portfolio managers, effectively communicating credit risk assessments and analysis to support the portfolio manager’s investment decisions. Providing on-going surveillance of credit exposure, staying abreast of all issuer updates, and relying relevant information to the team., • Partner with Firm’s Economist, wealth and client advisors to support new business efforts and maintain strong client relationships., • Help to ensure portfolios adhere to internal investment guidelines, client mandates, and applicable regulatory frameworks., • Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degree (MBA, MPA) or CFA designation a plus., • 4-7 years of experience in credit analysis preferably with a Credit Rating Agency or with a wealth management, investment advisory, insurance company or in asset management, • Solid understanding of credit with a flexibility to work either on investment grade corporates or on high quality municipals., • Ability to work independently and collaboratively in a client-centric, performance-driven culture., • Excellent analytical, communication and presentation skills. We offer a competitive and comprehensive compensation and benefits package that is based on, among other things, your overall performance and contributions to the firm. The salary range for this job is $125,000 to $145,000. Base salaries are determined based on a wide variety of factors including but not limited to years of relevant experience, education and other qualifying factors like additional accreditations. Base salary does not include others forms of compensation and benefits including medical and dental coverage, disability and life insurance, 401(k) plan (and company match on contributions made) and accrued paid time (which may vary based on role and tenure). Requirements:

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Job Description Partner with my client, a Modern, Tech-Forward RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth. To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today. The Partnership Model You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale. At this Fintech RIA, you will: • Own and manage client relationships while accelerating organic growth., • Deliver high-impact financial planning and investment advice across:, • Investment strategy and portfolio construction, • Tax-aware planning, • Retirement income and distribution strategies, • Estate and legacy considerations, • Equity compensation, • Charitable and philanthropic planning, • Risk management and insurance analysis, • Identify planning gaps and risks, translate complex concepts into clear recommendations, and deliver actionable financial plans., • Build, implement, and continuously monitor long-term investment strategies., • Coordinate with third-party specialists across tax, trust & estate, and insurance to ensure clients receive the right expertise at the right time., • Provide feedback into their product and technology roadmap to improve advisor and client workflows., • Support inorganic growth by participating in advisor-to-advisor conversations and integration discussions as appropriate. What's Required to Run Your Practice with them... • A portable, fee-based book of business with $25M+ AUM that you actively advise today., • Appropriate registration to serve as an Investment Adviser Representative (Series 65, Series 7 & 66, or equivalent)., • Strong interest in ownership, accountability, and building long-term enterprise value., • Comfort operating in a technology-forward, fintech-enabled advisory model., • Ability to manage multiple priorities in a fast-moving environment., • Desire to grow without sacrificing autonomy. What Makes a Strong Fit (Not Required, but Helpful) • Experience at a technology-enabled advisory platform or fintech., • Background advising high-net-worth households ($1M+ investable assets)., • Deep expertise in one or more planning domains (tax, equity comp, estate, retirement)., • Familiarity with modern financial planning software and planning-led workflows., • Strong executive presence, critical thinking, and clear, proactive communication style. Bottom line You bring the clients, advice, and vision. My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.

Job DescriptionSalary: Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our New York team and the ideal candidate will live in the NY tri-state area. This is a hybrid role that does not require being in the NY (Hudson Yards) office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Description BBR Partners is a premiere, boutique wealth management firm providing investment and wealth management services to high-net-worth individuals and families. The firm, originally founded in early 2000, now manages over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory team responsible for day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity. This person must be collaborative, team-oriented, energetic, and willing to provide the highest level of client service maintaining the utmost in ethical standards. The right candidate is passionate and motivated, embodies a strong work ethic, an entrepreneurial mind-set, and enjoys working in a collaborative environment. We prize independent lateral thinkers with diverse points of view. We are as driven to serve and make an impact in our communities as we are to delivering superior results. Our greatest asset is our people and the notable culture that we've built and want to expand. Join us on our journey! Your Responsibilities: • Oversee day-to-day client portfolio management and monitoring including asset allocation, performance, and trading activity, • Liaise with your clients' team of external advisors (e.g., attorneys, tax accountants, etc.) to deliver integrated advisory services, • Provide pro-active client coverage that may include discussions on market trends, changes in tax law, trust & estate matters, and other issues as they relate to a client's overall wealth management plan, • Manage the client meeting process including initiating and coordinating agendas and materials with senior team members and developing junior staff's work product, • Participate in client meetings with a focus on creating meaningful change, • Act as a resource to other members of the firm by contributing to internal meetings regarding the firm's strategies and offering your thoughts and suggestions, • Assist new clients in defining investment goals as they transition into our firm, • Nurture relationships with various service providers that may offer benefits to our client base, • Minimum of 5 years of relevant work experience, • Experience working with high-net-worth individuals and families with a strong emphasis on client service, • Familiarity with various aspects of portfolio management, tax efficiency and trust and estate planning, and alternative investments, • Ability to work in a team-based environment and to become an integral part of existing client relationship teams You will need to take the Series 65 exam unless you meet one of the other qualifications below: • You have already passed the Series 65 and your exam has not expired, • You have already passed both the Series 7 & 66 and your exams have not expired, • Competitive base salary and incentive compensation., • Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents., • 401K plan, Life insurance, and short & long-term disability coverage., • One Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offerings., • Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care., • Personalized development and career growth opportunities., • Volunteerism opportunities and matching gift program., • Flexible time off, paid parental leave, and Sabbatical with company tenure., • Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $130,000 and $170,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages, commission eligibility, and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, collaborative and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing them with customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities * Identify, prospect, and develop new business opportunities within the high-net-worth and private client space. * Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence. * Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies. * Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services. * Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments. * Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs. * Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement. Qualifications * Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions. * Deep understanding of affluent clientele and their unique risk management needs. * Ability to cultivate relationships and act as a trusted advisor to clients. * Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets. * Active Property & Casualty insurance license required. * Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred. * Demonstrated ability to build and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions, along with a full suite of employee benefits, including an immediately vested 401(k) match. The base salary range for this role is $60,000 to $200,000+, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential. Equal Employment Workforce and Workplace World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from agencies without a signed mutual service agreement. Any unsolicited resumes will be considered World’s property, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting World’s Human Resources Talent Department first. Join World Insurance Associates and help protect what matters most to high-net-worth clients through personalized, sophisticated risk management solutions #LI-ET1 Powered by JazzHR z63aFIb0ZD

Job Description Personal Lines Account Manager Location: Jersey City, Hoboken, Union City areas Salary: $90,000-105,000 (Depending on experience and qualifications) Independent insurance agency is seeking a highly experienced personal lines account manager (personal lines CSR) to join their personal lines team! This is an in-office position, and work is within a collaborative team based environment. Requires an experienced insurance professional that is comfortable following established agency protocols. The personal lines account manager will be responsible for providing outstanding customer service to the agency's personal lines clients. The personal lines account manager will respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential new lines of coverage or increased levels of coverage to ensure clients have the appropriate amount of insurance protection. The account manager will be responsible for providing timely and professional day-to-day client service, providing new client insurance quotes across multiple carriers, and work closely with the personal lines producer and insurance company representatives. Responsibilities will include: • Support and service a wide range of personal lines accounts., • Support agency producers with customer service related tasks., • Handle incoming new business sales calls or walk-in business as needed, • Cross-sell or account rounding as needed ensuring clients have appropriate coverage, • Liaison between clients, producers and insurance company representatives., • Certificates, endorsements, binders, and first claims, • Marketing, quoting, rating of new client business and account renewals. Requirements: • New Jersey Property & Casualty Insurance License Required, • Experience with auto, home, condo, flood, renters, boat, and recreational policies, • Minimum of 10 years independent agency experience, • Experience with insurance quoting and policy updates, • Experience with account rounding/ cross-selling, • Knowledge of Microsoft Excel, Word and related software, • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred., • Experience with high net worth clients is a plus All inquiries will be kept confidential

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties: • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Independent Retail Insurance Agency is seeking a dynamic and experienced Personal Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of personal insurance clients, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • At least 3 Years of experience in personal insurance, • Experience with standard market and high net worth personal lines home, auto, umbrella coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively, • Experience with multiple insurance carriers preferred, • Role is onsite

We are seeking a Lending Transactor to help grow our Ultra High Net Worth Lending business in the Private Bank that serves clients with a net worth in excess of $50 million. The Lending Transactor will act as a product partner to Private Bankers and Private Wealth Financial Advisors to identify and

Associate, Corporate Development Dining And High Net Worth. As an associate on the corporate development dining and high net worth team in the consumer & community bank (CCB), you will think strategically, build and leverage relationships with cross-functional teams, and find ways to manage, execute

Provide individual tax compliance and advisory services for our high net-worth business clients. Build and manage teams of tax professionals focused on delivering tax services to our high net-worth business clients. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Cente

The role of the Personal Lines High Net Worth Account Executive involves keeping up-to-date with changes in clients' lifestyles that might affect their risk profiles and insurance coverages. The position requires a NY Property & Casualty (P&C) License and more than 10 years of experience in personal

Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.Identify opportunities for value added services for cli

Tax Senior Manager/Partner – High Net Worth – Remote. Tax Senior Manager/Partner – High Net Worth – Remote. Manage and oversee tax compliance and reporting for high-net-worth individuals.

High net worth focus - average client is over $10 million in net worth. The successful candidate will be responsible for providing strategic tax planning advice and compliance services to our high net worth clients. Providing comprehensive tax planning and advisory services to high net worth individ

Lead Underwriter For Us Wealth Management High Net Worth Tailored Lending. As a Lead Underwriter for our US Wealth Management High Net Worth Tailored Lending business you will be responsible for underwriting Tailored Loans to our clients in the US. In addition to underwriting new loans, you will ser

In addition to underwriting new loans, you will serve as a subject matter expert for Ultra High Net Worth Tailored Lending and support RBC's US HNW Tailored Lending Bankers and Financial Advisors by pre-screening proposed credit facilities and reviewing 'flash terms" and term sheets to ensure they a

We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our team, supporting one of our customers, global financial services leader. High Net Worth Wealth Management Business Underwriter - Remote Full-time Sutherland Mortgage Services Inc. W

A premier mortgage solutions provider is seeking a High Net Worth Wealth Management Business Underwriter for a remote position.

This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a primary focus on Unsecured (UNS) as well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals. Responsible for coverage of the Wealth Man

Experience with high net worth, ultra-high net worth, financial services, or luxury oriented marketing preferred. The Digital Content Manager is a leader within the Digital Content and Experience Strategy team, responsible for defining and overseeing multi-channel content strategies supporting Citiz

This is a high visibility role within a private, long-term-oriented environment within a small team environment.

In addition to underwriting new loans, you will serve as a subject matter expert for Ultra High Net Worth Tailored Lending and support RBC's US HNW Tailored Lending Bankers and Financial Advisors by pre-screening proposed credit facilities and reviewing 'flash terms" and term sheets to ensure they a

Have access to a computer and a reliable internet connection.

We are seeking candidates who possess a strong background in sales and a dedication to providing high-quality customer service. This is more than just a job, it’s an opportunity to build a strong career, represent a world-renowned brand, and enjoy a high quality of life in one of the most beautifu

High school diploma or equivalent; additional education or certifications in insurance is a plus. Allstate Insurance Agency - has been serving the Mcdonough community for over 15 years, providing reliable and personalized insurance solutions to our clients. Also upselling/cross-selling insurance pro

Independent insurance agents don’t work for an insurance company; they partner with multiple insurance companies. Workable knowledge of insurance, and prior insurance experience. Read and interpret technical manuals and insurance information from carriers, vendors, publishers, etc.

High school diploma, GED, or equivalent. We are committed to providing equal employment opportunities to all applicants and employees and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information,

Integrity of the highest degree. Cover letter is highly encouraged, and a resume is required. All qualified applicants will receive consideration for employment without regard to race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any othe

We are looking for highly motivated, determined, competitive and highly personable individuals to come be the “voice” of Mosquito Squad. Highly able to manage rejection and continue to close sales. Highly motivated and determined.

Spanish job description below .Descripcion del puesto en espanol abajo).Spanish - speaking candidates are strongly encouraged to apply.Spanish-speaking professionals.Latino community across the United States.If you are motivated, enjoy helping people, and are looking for a.Communicate with clie