Private Client Advisor
Marsh McLennan
Palm Beach Gardens, FL · Posted September 30, 2026
Just laid off? Start here: a plan for the first weeks
See every open role at Marsh McLennan
More in Florida job market · Financial Services & Banking · Investment jobs
More roles at Marsh McLennan
- Personal Lines Insurance Account Manager · McLean, VA
- Legal & Compliance Coordinator · Phoenix, AZ
- Portfolio Implementation Associate · Boston, MA
- Benefits Account Executive · San Antonio, TX
- Learning Consultant, Employee Health & Benefits · Greensboro, NC
- Portfolio Design, Analytics, & Risk Principal · Minneapolis, MN
Similar jobs
- Sr Wealth Advisor, Palm Beach, FL · Wilmington Trust, National Association · Palm Beach, FL
- Wealth Advisor III · Truist Financial · Pensacola, FL
- Financial Consultant, Truist Investment Services, Winter Park, FL · Truist Financial · Winter Park, FL
- Financial Advisor - PNC Wealth Management · PNC Financial Services Group · Merritt Island, FL
- Financial Advisor - PNC Wealth Management · PNC Financial Services Group · Stuart, FL
- Associate Financial Consultant · SouthState Bank, National Association · Ocala, FL
Where Palm Beach Gardens, FL ranks
Where Palm Beach Gardens, FL placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Exciting opportunity for a Private Client Advisor to provide tailored insurance solutions to high-net-worth clients. Engage with clients to assess risk, recommend products, and deliver proactive service. Ideal for candidates with experience in personal lines insurance and a strong client service orientation.