Senior Private Client Advisor
Marsh McLennan
Palm Beach Gardens, FL · Posted May 20, 2026
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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
We are looking for a Senior Private Client Advisor to join our team at Marsh McLennan Agency. In this role, you will provide tailored insurance solutions to high-net-worth clients, ensuring exceptional service and client retention. If you have a strong background in personal lines insurance and client management, we want to hear from you!