Elite Personal Risk Advisor (High Net Worth)
USI Insurance Services
USI Insurance Services in Carmel, Indiana seeks a Personal Risk Specialist to serve affluent clients with tailored personal risk management solutions. This outside sales role focuses on cross-selling and building new business through centers of influence and high net worth individuals. You will meet clients to understand lifestyle and insurance needs, present customized programs, and collaborate with Commercial Lines and Employee Benefits teams. #J-18808-Ljbffr USI Insurance Services
- General Description The Personal Risk Specialist is an outside sales position focused on serving... ...unique insurance needs of affluent/high net worth clients. In addition to cross selling,... ...relationship as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workFlexible hoursAfternoon shift
- ...Wealth Advisor We are seeking an experienced and relationship-... ...comprehensive financial guidance to high-net-worth individuals and multi-... ...investment management, and deep personal engagement to help clients... ...Estate and legacy planning Risk management and insurance needs...PersonalHigh net worth
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team committed... ...to work with both affluent and high net worth clients, identifying needs, developing...PersonalHigh net worthTraineeshipWork at officeShift workDay shift
$157.2k
...The Private Client team helps high‑net‑worth individuals and... ...services, Forvis Mazars delivers personalized strategies aligned with each... ...Wealth Strategist serves as an advisor on the most complex Private... ...effectively manage all the risks associated with their business...PersonalHigh net worthWork at office- ...returns for S Corporations, C Corporations, Partnerships, and high-net worth individuals. Identify tax-saving opportunities and provide... ...clients strengthen their businesses and achieve both business and personal goals. Our team brings experience from small, medium, and...PersonalHigh net worthRemote workFlexible hours
- ...talk to us about our Client Advisor Program where you steadily build... ...America. We specialize in personal and commercial insurance lines... ...Overview Our Client Advisors bring risk management solutions to both... ...commercial lines insurance, high net worth / private client, employee...PersonalHigh net worthWork experience placementLocal area
- ...thought leadership across various donor segments, including high-net-worth individuals, strategic foundations, and institutions. This role... ...for those with 8 years' in fundraising and a strong personal track record. The role requires a candidate with deep analytical...PersonalHigh net worth
$60k - $200k
...Lines Sales Executive (Client Advisor) World Insurance... ...informed decisions to improve their risk management outcomes, modernize... ...the U.K. World specializes in personal and commercial insurance, surety... ...commercial lines insurance, high net worth / private client, employee...PersonalHigh net worthBase plus commissionImmediate start- A leading financial services corporation is seeking a Financial Advisor for its Advisor Development Program. The role involves working with high-net-worth clients to identify financial needs and deliver tailored investment recommendations. Applicants should have relevant...High net worth
$116k - $216k
...or preferences. Maintains a high level of collaboration with the... ...of clients' planning and personal goals. This position collaborates... ...Key as the client’s trusted advisor.Interfaces with other Key Private... ...relationships with High Net Worth (HNW) clients, understanding...PersonalHigh net worthWork at officeFlexible hours$157.2k
...The Private Client team helps high-net-worth individuals and... ...services, Forvis Mazars delivers personalized strategies aligned with each... ...Wealth Strategist serves as an advisor on the most complex Private... ...effectively managing all the risks associated with their business...PersonalHigh net worthHourly payWork at officeFlexible hours- ...Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance,... ...compliance and consulting related to personal, partnership, trust, estate, gift,... ...as charitable entities managed by ultra-high net worth clients. The Private Client Tax Director...PersonalHigh net worthWork at officeFlexible hoursNight shift
- ...Capital Management is seeking a Client Associate to join its Private Advisor team within Rockefeller Global Family Office. You will be the face of the practice, interact directly with high-net-worth clients, and support the team with meticulous administrative work and...High net worthWork at office
- ...financial services to ultra-high-net-worth (UHNW) individuals and families... ...clients, their families and advisors about techniques appropriate... .../objectives, time frames and risk tolerance Assists in implementation... ...integrity is vital on both personal and professional level...PersonalHigh net worthNight shift
- ...and guidance. Our Financial Advisors and Wealth Management Client... ...the life they envision through personal relationships with advisory teams... ...Advisor, you will work with high‑net‑worth individuals to identify needs... ..., resources, time horizon, risk profile, and preferences....PersonalHigh net worthInterim roleImmediate startShift workDay shift
- ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities... ...forward. We hope you’ll grow as a person and leader in your field and transform... ...providing comprehensive support to our high‑net‑worth clients by working closely with experienced...PersonalHigh net worthWork at officeLocal area
$50 - $70 per hour
...to enhance the quality of life for older adults by offering personalized support, guidance, and resources. Who You Are You are a compassionate... ...in behavioral health field Experience working with high‑net worth families Case Manager or Care Advocacy in the elder field with...PersonalHigh net worthPart timeReliefWork at officeRemote workFlexible hours- ...guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory... ...responsible for working with high-net worth individuals identifying needs... ..., resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...can have on their day, personally, professionally, and financially... ...with operational, risk, security and audit... .... Education High School Diploma, GED, or... ...relationships with high-net-worth clients, providing personalized...PersonalHigh net worthHourly payWork experience placementDay shift- ...colleagues across Huntington to deliver Risk Management solutions to businesses, business... ...and employee benefits consulting. Personal lines sales and expertise includes auto,... ...health. Advanced Life Insurance focuses on high-net-worth individuals with business succession and...PersonalHigh net worthBank staffWork at officeRemote workWork from homeFlexible hours
$1,900 per week
...Ulta Beauty, some of the industry's most highly-esteemed beauty leaders share themselves,... ...levels of investment. And a healthy dose of personal empowerment and growth opportunity. All... .... GENERAL SUMMARY & SCOPE The Elite Stylist is responsible for engaging with...PersonalPermanent employmentWork experience placementLocal areaFlexible hoursShift workAfternoon shift- ...and commercial banking team. This is an excellent opportunity for a client-focused professional to deliver personalized financial solutions to high-net-worth individuals and business owners while leveraging the strength, sophistication, and stability of a premier...High net worth
$75k
...driving it together. If you thrive in dynamic, high‑performing environments where your... ...success, both for the business and your personal growth. What the Days Look Like Days: Monday... ...operations Experience selling to high‑net‑worth individuals and corporate flight...PersonalHigh net worthBi-weekly payWork at officeRemote workMonday to FridayWeekend workAfternoon shift- Forvis Mazars, LLP seeks a Private Client Tax Director in Indianapolis, IN to lead tax compliance and advisory services for ultra-high net worth clients. The ideal candidate will have over nine years of experience, a CPA license, and strong skills in research and client...High net worth
- Rockefeller Capital Management is seeking a Client Associate for our Private Advisor team within the Rockefeller Global Family Office unit. The role focuses on serving high-net-worth clients with meticulous attention to detail, effective communication, and strong organizational...High net worthWork at office
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized... ...into an established client base of high-net-worth and ultra-high-net-worth clients, with... ...relationship-driven individual who can provide personalized, sophisticated planning recommendations...High net worth
$2,999 per week
...healthcare staffing agency dedicated to providing an elite traveler experience for the experienced or first-... ...environment where each individual is deeply valued, highly respected and given every opportunity for personal, professional and financial growth. At Coast...PersonalDaily paidFull timeContract workShift work$77.04k - $127.12k
...Obtains, verifies, analyzes and models data including risk reporting and forecasting. Support Medicare revenue Outlook processes... ...adjustment experience preferred. For candidates working in person or virtually in the below location(s), the salary* range for this...PersonalTemporary workWork experience placementWork at officeLocal area2 days per week1 day per week$50k
...Based) The Role: Lauth Investigations is seeking a high-performance Senior Sales Strategist to serve as the elite escalation point for high-value or highly... ...Trust-Builder: Quickly establishes rapport with high-net-worth individuals and skeptical heirs. Lauth Investigations...High net worth$91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q) Industry/Sector... .... Growing as a strategic advisor, you leverage your influence,... ...ability to develop and sustain high performing, diverse, and inclusive... ...401k, holiday pay, vacation, personal and family sick leave, and...PersonalFull timeContract workH1b
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