private client advisor

Commerce Bank

<div><p><b>About Working at Commerce</b></p><p></p><p>
Building a career here is more than just steps on a ladder. It&rsquo;s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn&rsquo;t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
</p><p></p><p>Here, you&rsquo;ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You&rsquo;ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.</p><p></p><p>
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let&rsquo;s talk.</p><p></p><p><b><br>
Compensation Range</b></p>
Hourly: $23.80 - $27.65 (Amount based on relevant experience, skills, and competencies.)<p></p><p>
For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client&rsquo;s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.</p><p></p><p><b>
About This Job</b></p><p></p><p>
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.</p><p></p><p><b>
Essential Functions</b></p><ul><li><p>
Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients</p></li><li><p>
Act as an additional point of contact within the client relationship team for clients and act as the backup contact for clients in the PCAs absence</p></li><li><p>
Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision</p></li><li><p>
Maintain a professional presence and approach with a strong desire to exceed client expectations</p></li><li><p>
Identify opportunities for expansion of relationships with existing clients</p></li><li><p>
Perform other duties as assigned</p></li></ul><p></p><p><b>
Knowledge, Skills &amp; Abilities Required</b></p><ul><li><p>
Basic knowledge of wealth management services and products</p></li><li><p>
Demonstrated superior customer service skills and the ability to work independently</p></li><li><p>
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities</p></li><li><p>
Client centric and desire to exceed client expectations</p></li><li><p>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</p></li><li><p>
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision</p></li><li><p>
Professional presence and approach and desire to exceed client expectations</p></li><li><p>
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills</p></li><li><p>
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values</p></li><li><p>
Intermediate level proficiency with Microsoft Word, Excel and Outlook</p></li></ul><p></p><p><b>
Education &amp; Experience</b></p><ul><li><p>
High School Diploma or equivalent combination of education and experience required. Associate degree in related field preferred.</p></li><li><p>
2+ years of office experience required</p></li><li><p>
Financial institution experience preferred</p></li><li><p>
Open to continuing education and development with desire to expand responsibilities</p></li></ul><p></p><p>
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor Associate job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.80 to $27.65 per hour.</p><p></p><p>
#LI-AC1</p><p></p><p>
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.</p><p></p>
Location: 1345 E. Battlefield St, Springfield, Missouri 65804<p></p><p>
Time Type:</p>
Full time</div>

Private Client Advisor Associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
<div>At J.P. 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 commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b>
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor&rsquo;s degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

J.P. Morgan Wealth Management – Private Client Advisor - Uniontown, Ohio

<div><b>JOB DESCRIPTION</b><br>
<div><div>
At J.P. 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 commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Champion and support your teammates&rsquo; success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients&rsquo; needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li><li><div>
FEDERAL DEPOSIT INSURANCE ACT:</div><div>
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</div></li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor&rsquo;s degree preferred</li></ul></div><div><br>
</div><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><p><br>
Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

J.P. Morgan Wealth Management – Private Client Advisor - North Inland Empire, CA (including the High Desert)

Printemps Doha

<div>
 <p>
  A Junior Client Advisor is responsible for providing our customers with exceptional service by meeting their individual needs and expectations, as well as serving as a Printemps ambassador. Passion for sales and with strong commercial mindset is essential.
 </p>
 <p>
  <br/>
 </p>
 <p>
  More than a Sales associate but as a true personal &lsquo;advisor&rsquo;- someone who has a strategic sales mindset, willingness to learn and a passion for forming meaningful relationships with a global clientele. The Junior Client Advisor and is responsible for managing activities intended to achieve sales objectives, namely: promoting product attributes to the client, developing and enhancing their skills to increase sales results, and participating in the promotion of a positive work/store environment.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Junior Client Advisor drive a company's product and/or service sales by actively seeking out prospects and pursuing sales opportunities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Act as a role model demonstrating sales leadership to the team, fostering cross-selling and client repurchase.
  </li>
  <li>
   Ensure business opportunities are maximized through efficient sales floor management, being a visible presence and support, ensuring Printemps standards are achieved.
  </li>
  <li>
   Cultivate a culture of excellent customer service. Resolve customer complaints effectively and promptly or escalate to Management.
  </li>
  <li>
   Maximize sales &amp; customer satisfaction.
  </li>
  <li>
   To review customer complaints / suggestions and propose improvements in customer service standards
  </li>
  <li>
   Support Store supply chain team, ensure store Inventory by controlling receiving, display, sales, turnover, back to vendors, &hellip;
  </li>
  <li>
   Ensure that all merchandising activities in the store reflect the needs of the trading period in line with the Printemps Marketing Calendar.
  </li>
  <li>
   Formulates pricing policies by reviewing merchandising activities; determining additional needed sales promotion; authorizing clearance sales; studying trends.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications
  </strong>
 </p>
 <ul>
  <li>
   At least 3 years of experience in the luxury retail industry or similar industry.
  </li>
  <li>
   Arabic nationality required.
  </li>
  <li>
   Excellent people skills, ability to motivate and teach leaders to succeed.
  </li>
  <li>
   Experience drafting manuals and setting operational standards.
  </li>
  <li>
   Ability to work with leaders to maintain consistency across all stores.
  </li>
  <li>
   Analytical, reporting skills and business, commercial awareness.
  </li>
  <li>
   Inter-personal communication skills.
  </li>
  <li>
   Stock and Inventory management.
  </li>
 </ul>
 <p>
 </p>
</div>


Jr Client Advisor

Lockton Companies

<div><div><div><div><div><div>Working at Lockton
</div><p>At Lockton, we&rsquo;re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We&rsquo;re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, <b>you belong here.
</b></p></div><div><div><div>Business unit
</div><div>Lockton Private Risk Solutions
</div></div><div><div>Schedule
</div><div>Full-time
</div></div><div><div>Lockton Benefits Offerings
</div><div>Click Here
</div></div><div><div>Workplace
</div><div>Remote
</div></div></div><div></div><div><div><div>Your Responsibilities
</div></div><div><p>The Client Relationship Leader &ndash; Family Office is responsible for managing and expanding complex Family Office client relationships within Lockton Private Risk Solutions. This role serves as a trusted advisor to Family Office clients, delivering strategic risk management guidance while supporting retention, growth, and service excellence.
</p><p>The role includes responsibility for overseeing the work of assigned associates and account team members, providing day-to-day guidance, support, and development, while partnering closely with Division and PRS leadership to ensure alignment with Lockton&rsquo;s client service standards and business objectives.
<br>
Key Responsibilities
<br>
&bull; Oversee and support assigned associates and account team members to ensure effective service delivery and professional development.
<br>
&bull; Serve as a trusted advisor to Family Office and ultra-high-net-worth clients, providing strategic risk management and insurance guidance.
<br>
&bull; Build and sustain strong client relationships to support retention and profitable growth.
<br>
&bull; Ensure consistent execution of Private Risk Solutions service standards through ongoing oversight and collaboration with account teams.
<br>
&bull; Participate in client discovery meetings, key renewals, and proposal presentations as needed.
<br>
&bull; Support revenue growth through new business opportunities and cross-selling initiatives.
<br>
&bull; Develop and maintain strong carrier, vendor, and market relationships to support complex placements.
<br>
&bull; Share technical expertise, best practices, and industry knowledge to support associate development.
<br>
&bull; Remain current on industry trends, market conditions, and regulatory requirements.<br>
<br>
</p></div></div><div></div><div><div><div><div>Qualifications
</div></div><p>&bull; Bachelor&rsquo;s degree in a business-related field preferred, or equivalent education and experience.
<br>
&bull; Typically 5+ years of Private Risk or ultra-high-net-worth brokerage experience, including complex insurance programs for Family Offices or UHNW clients.
<br>
&bull; Minimum of 3+ years of experience directly servicing High-Net-Worth clients.
<br>
&bull; Demonstrated experience overseeing or supporting associate work and development.
<br>
&bull; Strong verbal, written, and interpersonal communication skills.
<br>
&bull; Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
<br>
&bull; Ability to maintain licensing and complete continuing education requirements.
<br>
&bull; Strong organizational skills and ability to manage multiple priorities.
<br>
Additional Requirements
<br>
&bull; Ability to attend company, department, and industry meetings and training sessions.
<br>
&bull; Flexibility to work extended hours as business needs require.
<br>
&bull; Ability to travel by automobile and aircraft.
<br>
&bull; Legally authorized to work in the United States.
<br>
&bull; Ability to work in-office 3&ndash;5 days per week.
<br>
&bull; Open to all locations.</p><p><br>
</p></div></div><div><div>Equal Opportunity Statement
</div><p>Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
</p><p>At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
</p></div><div><div><div>About Lockton
</div><p>Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what&rsquo;s right every day.
</p><p>At Lockton, we believe in the power of all people. You belong at Lockton.
</p></div><p></p><div><div>How We Will Support You
</div><p>At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
</p><p>We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.</p><p><br>
</p></div></div><div><div>No Agencies Please
</div><p>Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
</p></div></div><div><div><div><div>Similar Vacancies
</div><p>VIEW ALL
</p></div><div></div><div><div><div>Operations Leader - Market Strategy &amp; Engagement
</div></div><div></div><div><div><div><div><div>Kansas City , United States of America
</div></div><div></div><div><div><div>Management
</div></div><div></div><div><div>2600FB
</div></div></div></div></div></div></div><div></div><div><div><div>Associate Director - People Solutions
</div></div><div></div><div><div><div><div><div>Los Angeles , United States of America
</div></div><div></div><div><div><div>Management
</div></div><div></div><div><div>2600IH
</div></div></div></div></div></div></div><div></div><div><div><div>Associate Director - People Solutions
</div></div><div></div><div><div><div><div><div>Denver , United States of America
</div></div><div></div><div><div><div>Management
</div></div><div></div><div><div>2600IO
</div></div></div></div></div></div></div><div></div><div><div><div>West Client Relationship Leader
</div></div><div></div><div><div><div><div><div>Kansas City , United States of America
</div></div><div></div><div><div><div>Management
</div></div><div></div><div><div>2600N8
</div></div></div></div></div></div></div></div><div></div><div><div><div>Life at Lockton
</div></div><div></div><div><div><div><div>March 10, 2026
</div>Celebrating Our 2026...
<div>Our continued commitment to young professionals has once again earned us the 2026 Handshake Early Talent Award. This award recognizes our best‑in‑class recruiting strategies, authentic engagement, and dedication to early‑career talent. We are honored to be named one of the top organizations in the insurance industry. At Lockton, we support, recognize, and believe in the next generation of talent &mdash; and we&rsquo;re committed to developing young professionals who will shape the future of our industry. Create your own path We want you to build a career that&rsquo;s truly your own. That&rsquo;s why we offer strong talent development programs, support for certifications and designations, and growth opportunities that help you pursue a career aligned with your purpose and potential. A benefits package designed around you No matter where you are in your career, we offer benefits that support your financial, personal, and professional wellbeing, including a wellness program, mental health resources, a generous 401(k) match, and even pet insurance. Make an impact At Lockton, we take pride in our culture and our commitment to giving back. Our Associate Resource Groups help Associates connect, lead, and celebrate diverse perspectives while driving meaningful change. We also encourage Associates to support the causes that matter most to them through volunteering, donations, and community engagement. As a global company with strong local relationships, Lockton creates space for real‑world, client‑facing experiences. When you start your career here, we help you build a foundation that lasts. Explore your next step: connect with Lockton on Handshake and explore our website.
</div></div></div></div><div></div><div><div><div><div>February 3, 2026
</div>Making an impact: An...
<div>Fundaci&oacute;n Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child&rsquo;s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer&rsquo;s heart. Her son, Dante&rsquo;s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, &quot;a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,&rdquo; Ana says. At age 11, after a long and courageous battle, Vincente passed away. &ldquo;Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,&rdquo; Ana says. Shortly after his passing in March 2019, Vicente&rsquo;s parents founded Fundaci&oacute;n Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. &ldquo;From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,&rdquo; Ana says. &ldquo;When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.&rdquo; Ana&rsquo;s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. &ldquo;As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,&rdquo; Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. &ldquo;I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,&rdquo; she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company&rsquo;s commitment to charitable causes around the world. &ldquo;Lockton genuinely cares,&rdquo; Ana says. It&rsquo;s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundaci&oacute;n Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world&mdash;one that anyone could find themselves in one day. &ldquo;It taught me to value what I have,&rdquo; she says. &ldquo;To be more empathetic toward those going through difficult times.&quot;
</div></div></div></div><div></div><div><div><div><div>January 21, 2026
</div>Lockton recognized b...
<div>Lockton is proud to be named one of Glassdoor&rsquo;s 2026 Employees&rsquo; Choice Award winners, earning a Top 10 spot on the inaugural Consulting, Finance &amp; Insurance list and securing a place on the U.S. Large Best Places to Work list for the second year in a row. These awards come directly from the people who know us best: our Associates. Glassdoor, a global leader in workplace insights, bases its rankings solely on anonymous, voluntary employee feedback. There is no company-driven nomination or application process, just real reviews from current and former Associates over the past year. &ldquo;This recognition from Glassdoor is especially meaningful because it reflects the experiences and voices of our own people,&rdquo; said Martyn Worsley, Lockton&rsquo;s Chief People Officer. &ldquo;At Lockton, we&rsquo;ve created an environment where people are trusted, supported, and encouraged to grow - both professionally and personally. Our Associates shape our culture every day, and this recognition is a powerful reflection of the care, opportunity, and ownership mindset they experience here. We&rsquo;re building something special at Lockton, and recognition like this reinforces that we&rsquo;re on the right path.&rdquo; From career growth to meaningful work to the freedom to be yourself, our Associates continue to shape a culture that stands out. Here&rsquo;s what some Associates are saying about Lockton on Glassdoor: Excellence is at the core of their educational programs, client facing strategies and culture. It is the Mercedes Benz of global brokerage firms, and anyone fortunate enough to work with a great unit leader gains invaluable experience. Benefits, wellness program, and 401k match are competitive. Over 50 years of building a brand, a culture and a community. Well done, Lockton. -Kansas City, MO Associate Lockton is a great place to work! Family oriented, flexible schedule and great work life balance in my role. -Dallas, TX Associate Strong emphasis on employee well-being and work-life balance. Supportive team environment with approachable leadership. Beautiful office spaces and thoughtful amenities. Great benefits, including generous PTO and health coverage. Opportunity to take on diverse responsibilities and develop new skills. &ndash;Miami, FL Associate Great company with great people! Always feel empowered/supported and management consistently looking to give employees opportunity to move up. -Nashville, TN Associate When Lockton says it cares about their employees, they mean it, and they show it. Lots of pros for us to take advantage of. Management is incredible. My managers are always present, available, and attentive at all times. I feel heard, seen and appreciated. This is the best company I have ever worked for. -Hartford, CT Associate
</div></div></div></div><div></div><div><div><div><div>January 13, 2026
</div>Lockton Releases Ann...
<div>At Lockton, we believe business success and community impact go hand in hand. Our annual Lockton Cares Community Impact Report showcases how Lockton Associates around the world are creating meaningful change through volunteering, charitable giving, and sustainability initiatives that strengthen the communities where we live and work. This commitment to giving back isn&rsquo;t just a program: it&rsquo;s part of our culture. From thousands of volunteer hours to global giving campaigns, Lockton empowers its people to make a difference. That&rsquo;s what sets us apart from our peers and makes Lockton a place where purpose and career growth thrive together. Why Lockton? Empowered people: We trust our Associates to lead, innovate, and give back. Global reach: Impact that spans continents and cultures. Caring culture: A privately held company focused on people, not shareholders. If you&rsquo;re looking for a career where you can grow professionally while making a positive impact, Lockton is the place for you. Explore the full Lockton Cares Community Impact Report.</div></div></div></div></div></div></div></div></div><div></div>

Client Relationship Leader Family Office -Private Risk

Henley and Partners

<div><p><b>Joining Henley &amp; Partners</b></p><p>
As the leading global citizenship and residency advisory firm for over two decades, Henley &amp; Partners helps clients navigate the complex landscape of investment migration and citizenship planning.</p><p></p><p><b>
Why Choose Henley &amp; Partners?</b></p><ul><li><b>
Global Impact:</b> Make a difference by helping individuals and families access new opportunities and secure a brighter future through alternative citizenship and residency options.</li><li><b>
Cutting-Edge Expertise:</b> Join industry pioneers providing innovative solutions and exceptional service through an extensive international network.</li><li><b>
Dynamic Culture:</b> Work in a multicultural and inclusive environment with over 40 offices worldwide, fostering collaboration and personal growth.</li><li><b>
Continuous Learning:</b> Benefit from ongoing professional development, training programs, and industry conferences to enhance your skills.</li><li><b>
Impactful Projects:</b> Engage in high-profile projects that shape the future of investment migration and global mobility.</li><li><b>
Work-Life Balance:</b> Enjoy flexible working arrangements and benefits that support your well-being.</li></ul><p>
...but that's enough about us, let's talk about you!</p><p></p><p>
As a <b>Private Client Advisor</b>, you&rsquo;ll be an ambassador for H&amp;P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>
Raise awareness about H&amp;P's services and solutions by proactively reaching out to potential clients and intermediary partners.</li><li>
Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads.</li><li>
Provide expert advice on residency &amp; citizenship planning to help clients achieve their objectives.</li><li>
Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks.</li><li>
Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey.</li><li>
Achieve a high success rate in converting sales leads into H&amp;P clients.</li><li>
Meet and exceed annual sales targets for assigned jurisdictions.</li><li>
Actively expand the existing contact database to identify new opportunities for value creation.</li><li>
Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects.</li><li>
Keep detailed and effective notes on prospect and customer interactions using our CRM system.</li><li>
Act as a positive representative of H&amp;P and our brand at industry events and conferences</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
Undergraduate degree in business, economics, marketing, or related disciplines.</li><li>
Masters or advanced degrees are considered an advantage.</li><li><b>
+5 years of customer-facing sales experience </b>in investment, insurance, private banking, wealth management, real-estate or recruitment.</li><li>
Knowledge and experience with HNWIs is highly appreciated.</li><li>
Multilingual and territorial-specific experience is considered an advantage.</li><li>
Exceptional communication skills to engage with industry stakeholders - <b>full English and Arabic proficiency is required</b></li><li>
Collaborative approach to build positive relationships and influence others.</li><li>
Excellent negotiation and persuasion skills, including tact and diplomacy.</li><li>
Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems.</li><li>
Ability to gather data and provide accurate client analysis for tailored solution.</li></ul><p><br>
Join our team and be part of an organization that values innovation, fosters collaboration, and believes in the potential of its employees. We offer competitive compensation, comprehensive benefits, and a dynamic work environment that encourages growth and personal development.</p><p>
If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today.</p><p>
We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: https://www.henleyglobal.com/privacy-policy</p><p>
</p><p>UdAxMS2rM6</p></div>

Principal Consultant

Acrisure LLC

<p></p><div><div><div><p><b>About Acrisure</b></p></div><div><p>
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 clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.</p></div><p></p><div><p><br>
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.</p></div><p></p><div><p><b><br>
Your Next Chapter:</b></p></div><div><p>
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we&rsquo;re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.</p></div><p></p><div><p><br>
We&rsquo;re seeking a high-performing <b>Client Advisor</b> to drive new business, deepen client relationships, and expand Acrisure&rsquo;s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you&rsquo;ll join that evolution.</p></div><p></p><div><p><b><br>
What </b><b>You&rsquo;</b><b>ll</b><b> Do:</b></p></div><div><p>
Revenue Growth &amp; Business Development</p></div><div><ul><li><p>
Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.</p></li></ul></div></div><div><div><ul><li><p>
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.</p></li></ul></div><div><ul><li><p>
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.</p></li></ul></div><div><p>
Client Acquisition &amp; Relationship Management</p></div><div><ul><li><p>
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.</p></li></ul></div><div><ul><li><p>
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.</p></li></ul></div><div><ul><li><p>
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.</p></li></ul></div><div><p>
Sales Process &amp; Cadence Discipline</p></div><div><ul><li><p>
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create&ndash;convert&ndash;close&ndash;retain cycle.</p></li></ul></div><div><ul><li><p>
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.</p></li></ul></div><div><p>
Market Research &amp; Competitive Analysis</p></div><div><ul><li><p>
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.</p></li></ul></div><div><ul><li><p>
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.</p></li></ul></div><p></p><div><p><b><br>
What </b><b>You&rsquo;ll</b><b> Bring:</b></p></div><div><ul><li><p>
Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.</p></li></ul></div><div><ul><li><p>
Property and Casualty license preferred, or ability to obtain license upon hire.</p></li></ul></div><p></p><div><p><br>
Our ideal candidate will bring:</p></div><div><ul><li><p>
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.</p></li></ul></div><div><ul><li><p>
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.</p></li></ul></div></div><div><div><ul><li><p>
Demonstrated technology skills, including experience using CRM and AI applications.</p></li></ul></div><p></p><div><p><b><br>
Why Join Us:</b></p></div><div><p>
Competitive compensation including commission on new business, renewals, and cross-sell opportunities.</p></div><div><ul><li><p>
Flexible vacation policy and paid holidays, plus paid sick time off</p></li></ul></div><div><ul><li><p>
Medical Insurance, Dental Insurance, Vision Insurance, Disability insurance (short-term and long-term), Pet Insurance</p></li></ul></div><div><ul><li><p>
Employee-paid supplemental insurance options</p></li></ul></div><div><ul><li><p>
Company-paid group life insurance</p></li></ul></div><div><ul><li><p>
Employee Assistance Program (EAP) and Calm App subscription</p></li></ul></div><div><ul><li><p>
Vested 401(k) with company match and financial wellness programs</p></li></ul></div><div><ul><li><p>
FSA, HSA and commuter benefits options</p></li></ul></div><div><ul><li><p>
Paid maternity leave, paid paternity leave, and fertility benefits</p></li></ul></div><div><ul><li><p>
Career growth and learning</p></li></ul></div><div><ul><li><p>
&hellip;and so much more!</p></li></ul></div><p></p><div><p><i><br>
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations</i><i>.</i></p></div><p></p><div><p><i><br>
Candidates should be comfortable with an on-site presence within their division to support collaboration, team leadership, and cross-functional partnership.</i></p></div><p></p><div><p><br>
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.</p></div></div><p></p><div><p><b><br>
If you&rsquo;re ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to </b><b>submit an application</b><b> today and take the next step in your sales career.</b><b> </b><b>Welcome, your new opportunity awaits you.</b></p></div><p></p><p><b><br>
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.</b></p><p></p><p><b><br>
Why Join Us:</b></p><p>
At Acrisure, we&rsquo;re building more than a business, we&rsquo;re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.</p><p></p><p>
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.</p><p></p><p><b><br>
Employee Benefits</b></p><p>
We also offer our employees a comprehensive suite of benefits and perks, including:</p><ul><li><p><b>
Physical Wellness:</b> Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.</p></li><li><p><b>
Mental Wellness:</b> Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.</p></li><li><p><b>
Financial Wellness:</b> Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.</p></li><li><p><b>
Family Care:</b> Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.</p></li><li><p><b>
&hellip; and so much more!</b></p></li></ul><p><i>
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.</i></p><p></p><p><b><br>
Acrisure is an Equal Opportunity Employer.</b> We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting <i>leaves@acrisure.com</i>.</p><p></p><p>
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.</p><p></p><p><b><br>
California Residents:</b> Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.</p><p></p><p><b><br>
Recruitment Fraud: </b>Please visit here to learn more about our Recruitment Fraud Notice.</p><p></p><p><b><br>
Welcome, your new opportunity awaits you.</b></p></div><p></p>

Client Advisor

Search 10000+ Private client advisor jobs near you this May. New roles added regularly across leading industries. Apply today.