A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office ...
Quick apply
A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office ...
Quick apply
A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office ...
San Francisco, CA ยท 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.
San Francisco, CA ยท 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.
Personal Lines High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients ...
Personal Lines High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients ...
Wakefield, NY ยท On-site
$114K - $150K/yr
Manage and review tax returns of high net worth individual or trust tax clients including federal ... represent and support the various communities in which we live and work.Plante Moran is an Equal ...
Wakefield, NY ยท On-site
$114K - $150K/yr
Manage and review tax returns of high net worth individual or trust tax clients including federal ... represent and support the various communities in which we live and work.Plante Moran is an Equal ...
$118K - $149K/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.
$118K - $149K/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.
$126K - $159K/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.
$126K - $159K/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.
Pensacola, FL ยท Hybrid
$104K - $137K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Pensacola, FL ยท Hybrid
$104K - $137K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
$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.
$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.
Philadelphia, PA ยท On-site
$126K - $159K/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.
Philadelphia, PA ยท On-site
$126K - $159K/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.
$121K - $153K/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.
$121K - $153K/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.
Alpharetta, GA ยท On-site
$108K - $142K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Alpharetta, GA ยท On-site
$108K - $142K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
$115K - $146K/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.
$115K - $146K/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.
Huntsville, AL ยท On-site
$109K - $143K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Huntsville, AL ยท On-site
$109K - $143K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Atlanta, GA ยท Remote
$106K - $139K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Atlanta, GA ยท Remote
$106K - $139K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Columbia, MD ยท Hybrid
$110K - $144K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Columbia, MD ยท Hybrid
$110K - $144K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Charlotte, NC ยท Hybrid
$108K - $142K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Charlotte, NC ยท Hybrid
$108K - $142K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Represent clients in federal and state tax audits, preparing necessary correspondence and ... high-net-worth individual and related entity taxation * Demonstrated leadership and supervisory ...
Represent clients in federal and state tax audits, preparing necessary correspondence and ... high-net-worth individual and related entity taxation * Demonstrated leadership and supervisory ...
Plymouth, MN ยท Hybrid
$117K - $153K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Plymouth, MN ยท Hybrid
$117K - $153K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Las Vegas, NV ยท On-site
$120K - $150K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Las Vegas, NV ยท On-site
$120K - $150K/yr
As a HNW Tax Manager , you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax ...
Greensboro, NC ยท On-site
$43K - $59K/yr
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 ...
Greensboro, NC ยท On-site
$43K - $59K/yr
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 ...
$14.42 - $19.69
0% of jobs
$19.69 - $24.96
0% of jobs
$24.96 - $30.22
1% of jobs
$30.22 - $35.49
3% of jobs
$35.49 - $40.76
9% of jobs
$40.76 - $46.02
10% of jobs
$46.76 is the 25th percentile. Wages below this are outliers.
$46.02 - $51.29
17% of jobs
The median wage is $53.92 / hr.
$51.29 - $56.56
20% of jobs
$60.37 is the 75th percentile. Wages above this are outliers.
$56.56 - $61.82
20% of jobs
$61.82 - $67.09
12% of jobs
$67.09 - $72.36
8% of jobs
$14
$53
$72
| Aspect | High Net Worth Rep | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses; CFP often preferred | CFP, Series 7, 66, or 65 licenses; CFP common |
| Work Environment | Bank or brokerage firm serving affluent clients | Independent or firm-based, serving a broad client base |
| Employer & Industry | Financial institutions, private banks | Financial planning firms, independent practices |
| Search & Comparison Intent | High Net Worth Rep vs Financial Advisor |
High Net Worth Reps primarily focus on serving affluent clients within banks or brokerages, offering investment and banking services. Financial Advisors may serve a broader client base, providing comprehensive financial planning. While both roles require similar licenses and certifications, their work environments and client focus differ.

Full-time
Posted 6 days ago
A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium volumes ranging from $50,000 to $200,000+. This role is ideal for a service-driven insurance professional who enjoys building trusted client relationships while leveraging modern technology and strong internal support resources.
Prior experience working with high net worth personal lines clients is preferred.
The Job:
The Company:
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.