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High Net Worth Insurance Jobs in California (NOW HIRING)

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High Net Worth Tax Principal

Los Angeles, CA · On-site

$180 - $260/hr

* Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities: Perform technical ...

Bakertilly

High Net Worth Tax Principal

San Francisco, CA · On-site

$147K - $186K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Baker Tilly

High Net Worth Tax Principal

Los Angeles, CA · On-site

$134K - $170K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

San Diego, CA · On-site

$132K - $167K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Pasadena, CA · On-site

$136K - $172K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Irvine, CA · On-site

$134K - $169K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Baker Tilly

High Net Worth Tax Principal

San Francisco, CA · On-site

$147K - $186K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

High Net Worth Tax Principal

Los Angeles, CA · On-site

$134K - $170K/yr

If yes, consider joining Baker Tilly (BT) as a High Net Worth Tax Principal ! Our private wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

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High Net Worth Insurance information

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$14

$53

$71

How much do high net worth insurance jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for high net worth insurance in California is $53.03, according to ZipRecruiter salary data. Most workers in this role earn between $45.77 and $60.48 per hour, depending on experience, location, and employer.

What is a high net worth insurance?

A High Net Worth Insurance job involves specializing in insurance products and risk management solutions tailored for affluent individuals and families. Professionals in this role assess high-value assets such as luxury homes, fine art, yachts, and collectibles to provide customized coverage. They work closely with clients, brokers, and underwriters to mitigate unique financial risks. Strong knowledge of specialized insurance products and excellent client relationship skills are essential for success in this field.

What skills and qualifications are needed for high net worth insurance?

To thrive in High Net Worth Insurance, you need expertise in insurance products tailored for affluent clients, strong risk assessment abilities, and usually a background in finance, business, or a relevant field. Familiarity with client management systems (CMS), underwriting software, and industry certifications like CPCU or CIC is often expected. Excellent relationship-building, discretion, and communication skills set top performers apart in advising and servicing high-value clients. These capabilities are crucial for protecting client interests, maintaining trust, and providing bespoke insurance solutions in a complex, confidential environment.

What are common challenges in high net worth insurance?

Professionals in High Net Worth Insurance often encounter complex risk profiles and unique asset portfolios that require tailored coverage and in-depth analysis. Navigating high client expectations, managing confidentiality, and staying up-to-date with evolving regulations and products can also be demanding aspects of the job. You may frequently collaborate with wealth managers, attorneys, and underwriters to design the best solutions for clients. Tackling these challenges effectively not only helps build long-term client relationships but also opens the door for career advancement into senior advisory or leadership positions within the field.

What are the most commonly searched types of High Net Worth Insurance jobs in California?

The most popular types of High Net Worth Insurance jobs in California are:

What are popular job titles related to High Net Worth Insurance jobs in California?

For High Net Worth Insurance jobs in California, the most frequently searched job titles are:

What job categories do people searching High Net Worth Insurance jobs in California look for?

The top searched job categories for High Net Worth Insurance jobs in California are:

High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in California as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% In-person job distribution, with an average salary of $110,297 per year, or $53 per hour.

Account Manager, High Net Worth - Personal Lines

Relation Insurance

Pleasant Hill, CA • On-site

$49K - $66K/yr

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

Relation Insurance rating

7.1

Company rating: 7.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

251st of 311 rated insurance

Job description

WHO WE ARE
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
WHAT WE'RE LOOKING FOR
The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets. The Account Manager will work directly with clients to assess their insurance needs, develop customized coverage plans, and provide ongoing support and advice to ensure their assets are fully protected.
A GLIMPSE INTO YOUR DAY
  • Manages and maintains relationships with high-net-worth clients, serving as their primary point of contact for all personal insurance needs.
  • Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.
  • Provides personalized risk management advice, helping clients mitigate risks and avoid potential liabilities.
  • Handles policy renewals, endorsements, and changes in coverage, ensuring that clients' assets are always adequately protected.
  • Assist clients with claims, working closely with carriers to ensure prompt and fair resolution.
  • Negotiates terms and pricing with insurance carriers to provide clients with the best coverage options.
  • Conducts regular portfolio reviews with clients to ensure their coverage is aligned with their changing needs and lifestyle.
  • Stays current on market trends, regulatory changes, and emerging risks specific to high-net-worth individuals.
  • Ensures compliance with company policies, industry standards, and regulatory requirements.
  • Performs other projects, duties, and tasks, as assigned.

WHAT SUCCESS LOOKS LIKE IN THIS ROLE
  • A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.
  • High School Diploma or equivalent required. Four-year degree in Business, Finance, or related field preferred.
  • Minimum 5 years' experience in personal lines insurance, with a focus on high-net-worth clients.
  • Comprehensive knowledge of personal insurance products, especially for high-net-worth individuals and families.
  • Experience managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.
  • Experience with complex insurance products, risk management strategies, and claims handling.
  • Strong analytical and mathematical skills.
  • Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
  • In-depth understanding of all aspects of personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
  • Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications.
  • Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
  • Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.

WHY CHOOSE RELATION?
  • Competitive pay.
  • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
  • Career advancement and development opportunities.

Note: The above is not all encompassing of the full position description.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to 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. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
$43,000.00 - $101,000.00

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