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High Net Worth Insurance Jobs in Ohio (NOW HIRING)

MDS Search

Tax Senior HNW/PCS

Columbus, OH

$90K - $110K/yr

In this role, you will provide specialized tax compliance and advisory services to high-net-worth individuals, family offices, trusts, and privately held businesses. This is an excellent opportunity ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · Hybrid

$140K - $160K/yr

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · Hybrid

$140K - $160K/yr

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Osaic

Sr. Financial Planning Strategist

Cincinnati, OH · On-site

$140K - $160K/yr

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Osaic

Sr. Financial Planning Strategist

Columbus, OH · On-site

$140K - $160K/yr

... the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified ...

Huntington

Private Bank Wealth Advisor II

Columbus, OH · On-site +1

Securities and life insurance licenses preferred but not required. * Demonstrated success working with high-net-worth clients. * Proven ability to build strong relationships with clients. * Excellent ...

Huntington

Wealth Advisor III

Columbus, OH

Securities and life insurance licenses. * Demonstrated success working with high net worth clients. * Proven ability to build strong relationships with clients. * Excellent written and verbal ...

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High Net Worth Insurance information

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 Ohio?

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

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

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

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

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

High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in Ohio as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 95% In-person, and 5% Hybrid job distribution.

Tax Senior HNW/PCS

MDS Search

Columbus, OH

$90K - $110K/yr

Full-time

Posted 18 days ago

Job description

Job Title: Tax Senior – Private Client Services

Position Overview We are seeking a highly motivated Tax Senior to join a premier public accounting firm in Columbus, Ohio. In this role, you will provide specialized tax compliance and advisory services to high-net-worth individuals, family offices, trusts, and privately held businesses. This is an excellent opportunity to tackle complex tax scenarios, mentor junior associates, and rapidly advance your career within a collaborative, growth-oriented culture.

Key Responsibilities

  • Prepare and review complex federal, state, and local income tax returns for high-net-worth individuals, trusts, estates, and associated closely held entities.
  • Conduct in-depth tax research to resolve technical compliance issues and assist leadership in developing proactive tax planning strategies for clients.
  • Supervise, mentor, and provide technical guidance to staff accountants and interns on assigned engagements.
  • Build and maintain strong client relationships by communicating project statuses, gathering necessary data, and responding to inquiries promptly.
  • Collaborate with managers and partners to ensure engagements are completed accurately, within established budgets, and on deadline.

Qualifications

  • Bachelor’s degree in Accounting or a related financial field.
  • Active CPA license or significant, measurable progress toward certification is highly preferred.
  • 3+ years of progressive tax experience in public accounting, with a distinct emphasis on High Net Worth (HNW) or Private Client Services.
  • Proficiency in federal, state, and local tax regulations, alongside experience with modern tax software (e.g., CCH Axcess) and research tools.
  • Strong analytical, organizational, and communication skills, with the ability to manage multiple priorities effectively.
  • Located in or willing to relocate to the Columbus, Ohio area.