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Private Client Insurance Jobs in Georgia (NOW HIRING)

Aprio

Tax Manager, Private Client

Atlanta, GA · On-site +1

$98K - $164K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Client Planning & Consulting: * Lead tax planning engagements for individuals and small business ... Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the ...

Aprio

Senior Tax Manager, Private Client Services/HNWI

Atlanta, GA · On-site +1

$125K - $227K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Private Client Services ... Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the ...

Marsh & McLennan Companies, Inc.

  • Medical

  • Retirement

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices ...

Northern Trust Corp

Private Wealth Director

Atlanta, GA · On-site

$130 - $180/hr

Build a strong understanding of each client's unique family dynamics, financial goals, and ... budgeting, insurance, charitable giving, wealth transfer, and tax services.* Develop tailored ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory ... budgeting, insurance, charitable giving, wealth transfer, and tax services. * Develop tailored ...

Northern Trust

Private Wealth Director

Atlanta, GA · On-site

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory ... budgeting, insurance, charitable giving, wealth transfer, and tax services. * Develop tailored ...

Marsh & McLennan Companies, Inc.

$81K - $143K/yr

  • Medical

  • Retirement

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...

Rockefeller Financial

Client Associate

Atlanta, GA · On-site

Position A Private Advisor team within our Rockefeller Global Family Office business unit is ... Oversee client insurance and annuities processes * Assist in preparation of key documents ...

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Showing results 41-60

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Private Client Insurance information

See Georgia salary details

$22K

$40.9K

$61.6K

How much do private client insurance jobs pay per year?

As of Aug 16, 2026, the average yearly pay for private client insurance in Georgia is $40,876.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,800.00 and $46,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in private client insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

What are popular job titles related to Private Client Insurance jobs in Georgia?

For Private Client Insurance jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Private Client Insurance jobs in Georgia look for?

The top searched job categories for Private Client Insurance jobs in Georgia are:

Private Client Insurance jobs near you
Infographic showing various Private Client Insurance job openings in Georgia as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 100% In-person job distribution, with an average salary of $40,876 per year, or $19.7 per hour.

Tax Manager, Private Client

Aprio

Atlanta, GA • On-site, Remote

$98K - $164K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 20 hours ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax team and you will help clients maximize their opportunities.  We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.
Responsibilities:
Tax Review & Compliance:
  • Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
  • Ensure accuracy, completeness, and compliance with federal and state tax laws.
  • Supervise and mentor staff preparing returns, providing technical guidance and quality control.
Client Planning & Consulting:
  • Lead tax planning engagements for individuals and small business owners.
  • Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
  • Collaborate with internal teams and external advisors to deliver holistic solutions.
Engagement Management:
  • Manage multiple client relationships and engagements simultaneously.
  • Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
  • Participate in business development efforts and identify opportunities to expand services with existing clients.
Leadership & Development
  • Serve as a role model and coach for junior staff.
  • Contribute to internal training and development initiatives.
  • Support the evolution of the 1040 Transformation Project and related strategic initiatives.
Qualifications:
  • CPA preferred; EA considered.
  • CFP certification or willingness to obtain CFP preferred
  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum 5 years of experience in individual tax, trusts, and small business returns.
  • Proven track record in client consulting and tax planning.
  • Strong communication skills and ability to build trust with clients.
  • Proficiency in tax software and technology platforms.
$98,500 - $164,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on August 1, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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