Talent.com

Client advisor Jobs in Fort Lauderdale, FL

Create a job alert for this search

Client advisor • fort lauderdale fl

Last updated: 10 hours ago

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCFort Lauderdale
Full-time

Award-winning, inclusive, Top Workplace culture doesn't happen overnight.Its a result of hard work by extraordinary people.More than 11,000 of the industry's brightest talent drive our efforts to d... Show more

Work From Home - Client Benefits Advisor

Global Elite TexasHollywood, Florida, United States, 33019
Remote
Full-time

Work From Home - Client Benefits Advisor.Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.Typical day-to-day tasks include:.C... Show more

Senior Client Advisor Bilingual (Pompano Beach, FL) - $1000 Hiring Bonus

Seacoast BankPompano Beach, FL, United States
Full-time

Senior Client Advisor Bilingual (Pompano Beach, FL).Job Category: Retail & Community Banking Requisition Number: SENIO006167.Essential Duties and Responsibilities:.Exhibit consistent relationship ... Show more

Block Advisor Tax Advisor

H&R BlockFort Lauderdale, FL, United States
Full-time

At H&R Block, we believe in the power of people helping people.Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ... Show more

Beauty Advisor

Ulta Beauty, Inc.Ft Lauderdale, Florida, United States
Part-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash... Show more

Private Client Advisor II

Bank of AmericaFort Lauderdale, FL, United States
Full-time

Bank Of America Private Bank Client Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Res... Show more

Private Wealth Advisor/Client Advisor Private Bank

Professions IncFort Lauderdale, FL, United States
Full-time

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success.They value diversity and offer a broad spectrum of career opportunities,... Show more

Private Client Advisor

Mercer FranceFort Lauderdale, FL, United States
Full-time

Work out of our beautiful Palm Beach office!.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 11,000 of the indu... Show more

 • New!

Private Client Advisor

Oliver Wyman, LLCFort Lauderdale, FL, United States
Full-time

Work out of our beautiful Palm Beach office!.Award-winning, inclusive, top workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 11,000 of the indu... Show more

 • New!

Commercial Insurance Client Advisor

AcrisureFort Lauderdale, FL, United States
Full-time

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients.We connect clie... Show more

J.P.Morgan Wealth Management - Private Client Advisor - Greater Fort Lauderdale

ChaseFort Lauderdale, FL, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Beauty Advisor

Ulta BeautyFort Lauderdale, FL, United States
Full-time

Job Opportunity At Ulta Beauty.Experience a place of energy, passion, and excitement.A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiencesfor true... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyFort Lauderdale, FL, United States
$61,000.00 yearly
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

Service Advisor

MeinekeFort Lauderdale, FL, United States
$20.00 hourly
Full-time

We are looking for a Service Advisor to join our team.The ideal candidate will have excellent communication and customer relationship skills, strong service writer capabilities, and previous manage... Show more

Client Advisor - Sawgrass

RebagFort Lauderdale, FL, United States
Full-time

Rebag, the ultimate destination for buying and selling the most coveted designer handbags and accessories, is an e-commerce company reimagining the role of luxury in the secondary market.Rebag has ... Show more

Work From Home - Client Benefits Advisor

Global EliteHollywood, FL, United States
Full-time

Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.Typical day-to-day tasks include:.Conducting virtual consultations with clie... Show more

Financial Advisor

Synovus FinancialFort Lauderdale, FL, United States
Full-time

Middle Market Banking Team Member.As an expert and senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers ha... Show more

Selling Advisor

Saks GlobalFort Lauderdale, FL, United States
$10.00 hourly
Full-time

WHO WE ARE: Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style.Since its inception in 1924,... Show more

Private Client Advisor

Marsh & McLennanFort Lauderdale, FL, United States
Full-time

Work out of our beautiful Palm Beach office!.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.More than 11,000 of the indu... Show more

 • New!

J.P.Morgan Wealth Management - Private Client Advisor - Greater Fort Lauderdale

JPMorgan ChaseFort Lauderdale, FL, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

People also ask
Senior Private Client Advisor

Senior Private Client Advisor

US012 Marsh & McLennan Agency LLCFort Lauderdale
30+ days ago
Job type
  • Full-time
Job description

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National team.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Private Client Advisor on the Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clientele and work alongside tenured colleagues to gain experience and skill sets for professional growth:

  • Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.

  • Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.

  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.

  • Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage clients risk.

  • Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.

  • Accountable for client retention through delivery of exceptional client service and new business development through referrals and expanded client programs.

  • Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

  • 5 years personal lines insurance experience with High Net Worth clientele

  • Property & Casualty (P&C) License

  • Client service orientation with balance on managing expectations

  • Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:

  • Bachelors degree

  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.

  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, wed 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

  • Inclusive Culture

  • Competitive compensation