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High Net Worth Insurance Jobs in Texas (NOW HIRING)

Sutherland

Mortgage Loan Processor- High Net Worth

Houston, TX · On-site

$38K - $52K/yr

Mortgage Loan Processor- High Net Worth Sutherland Mortgage Services Inc. is a premier nationwide provider of end to end mortgage solutions including originations, underwriting, processing, closing ...

New

CFS

Senior Tax Manager - High Net Worth

Houston, TX

$180K - $200K/yr

Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures * Opportunity to influence firm-wide tax strategy, processes, and ...

CFS

Senior Tax Manager - High Net Worth

Houston, TX

$180K - $200K/yr

Serve as a strategic advisor to High Net Worth (HNW) / Private Client Services (PCS) clients with complex, multi-entity structures * Opportunity to influence firm-wide tax strategy, processes, and ...

Sutherland

$38K - $52K/yr

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 ...

New

Sutherland

Mortgage Loan Processor- High Net Worth

Houston, TX · On-site +1

$38K - $52K/yr

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 ...

New

RSM

Tax Manager - Ultra High Net Worth

Houston, TX

$106K - $138K/yr

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Our ...

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

As of Aug 16, 2026, the average hourly pay for high net worth insurance in Texas is $50.06, according to ZipRecruiter salary data. Most workers in this role earn between $43.22 and $57.12 per hour, depending on experience, location, and employer.

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 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 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 Texas?

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

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

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High Net Worth Insurance jobs near you
Infographic showing various High Net Worth Insurance job openings in Texas as of August 2026, with employment types broken down into 33% Full Time, and 67% Part Time. Highlights an 100% In-person job distribution, with an average salary of $104,122 per year, or $50.1 per hour.

Tax Senior Manager - High-net-worth

Bennett Thrasher LLP

Dallas, TX • On-site

Full-time

Re-posted 28 days ago

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position OverviewAs a Tax Senior Manager on our personal financial services team, you will help drive strategy, mentor and coach team members, manage engagements, and client communications.
Key Responsibilities
  • Client relationship management - help build and maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax planning and compliance services aimed at building long-term wealth.
  • Tax compliance oversight - oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure compliance with federal, state, and local tax regulations while incorporating strategies to optimize tax outcomes for high-net-worth clientele.
  • Innovation and process improvement - help develop efficient workflows, leverage technology (e.g., tax software and automation tools), and stay abreast of evolving tax laws to help keep the practice at the forefront of industry standards, particularly in areas supporting wealth accumulation.

Qualifications And Requirements
  • Bachelor's degree in Accounting, Finance, or a related field; CPA license or advanced degrees (e.g., Master's in Taxation) or additional certifications (e.g., CFP, JD) are highly preferred.
  • Minimum of 5+ years of experience in tax compliance and planning, focused on high-net-worth individuals or similar client segments.
  • Entrepreneurial mindset - driven to help build, grow, and lead the practice.
  • Technical expertise - deep knowledge of tax laws affecting high net worth clients, including income, estate, gift, and investment taxation strategies that support wealth building. Proficiency with tax preparation software such as Scan/Verify and familiarity with CRM systems.
  • Excellent communication/interpersonal skills and a client-centric mindset.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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