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Net Worth Jobs (NOW HIRING)

Oliver Wyman

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...

Educate!

High Net Worth Philanthropy Specialist

Manager, High Net Worth Philanthropy Remote - UK or East Africa Preferred Position Overview Over the past four years, Educate! has grown 3x - and we're just getting started. With an ambitious goal of ...

Cherry Bekaert

Tax Partner - High Net Worth

Boston, MA · On-site

$120K - $158K/yr

In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their ...

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How much do net worth jobs pay per hour?

As of Jul 7, 2026, the average hourly pay for net worth in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

What are some common challenges faced by financial analysts specializing in high-net-worth client portfolios?

Financial analysts working with high-net-worth clients often encounter challenges such as managing complex, diversified portfolios and addressing unique tax and estate planning needs. They must stay current with changing regulations and market trends to provide tailored investment strategies. Additionally, frequent communication and building strong client relationships are essential, as these clients typically expect a high level of personalized service and discretion.

What does a Net Worth professional do?

A Net Worth professional, often referred to as a personal wealth advisor or financial planner, helps individuals or organizations assess, manage, and increase their financial assets and liabilities to determine overall net worth. Their responsibilities include evaluating financial statements, providing investment advice, and developing strategies for wealth accumulation and preservation. They may also assist with estate planning, tax optimization, and retirement planning to ensure long-term financial health.

What are the key skills and qualifications needed to thrive as a Net Worth Manager, and why are they important?

To thrive as a Net Worth Manager, you need strong financial analysis skills, investment knowledge, and typically a degree in finance, accounting, or economics. Familiarity with portfolio management systems, financial planning software, and relevant certifications like CFP or CFA are commonly required. Excellent interpersonal skills, discretion, and the ability to build client trust are crucial soft skills. These competencies ensure effective wealth growth strategies, compliance, and strong, long-term client relationships.
What states have the most Net Worth jobs? States with the most job openings for Net Worth jobs include:
Net Worth jobs near you
Infographic showing various Net Worth job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.
High Net Worth Account Manager

High Net Worth Account Manager

Marsh & McLennan Companies, Inc.

Miami, FL • On-site

Full-time

Medical, Retirement

Posted 13 days ago

Job description

Company:
Marsh McLennan Agency
Description:
High Net Worth Account Manager
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a High Net Worth Account Manager at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
This is a hybrid (2 days a week) position, based out of our various region office locations, that may require in person client facing meetings.
As an Account Manager on the High Net Worth team, you'll
  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
  • Responsible for documenting and answering client calls, emails and mail transactions.
  • Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
  • Communicates with clients to obtain additional information to complete transactions.

Our future colleague.
We'd love to meet you if your professional track record includes these skills:
  • High school diploma or equivalent
  • Active 2-20 insurance license
  • 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word

These additional qualifications are a plus, but not required to apply:
  • Bachelor's degree or higher
  • Bi-lingual (English/Spanish)
  • Epic or Sagitta system experience
  • Industry Designations

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
  • Instagram
  • Facebook
  • X

Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAPCS
#MMAFL
#Ll-Hybrid

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