Personal Risk Specialist — HNW Client Advisory
USI Insurance Services
A leading insurance firm located in California seeks a Personal Risk Consultant to provide risk management and insurance consultation. This role involves achieving sales goals, developing client relationships, and delivering customized insurance solutions. The ideal candidate has over 2 years of personal insurance sales experience, excellent communication skills, and a property-casualty license. A college degree is preferred and the role requires travel up to 50%. #J-18808-Ljbffr USI Insurance Services
- Overview The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high-net-worth... ...relationships as a trusted partner and advisor to clients and prospects. Responsibilities Achieve new business sales goals...PersonalHigh net worthWork at office
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...designed with your own personal skills and experience. EY is... ...client. You will work with specialists in our other areas including... ...Identifying and reacting to risks and opportunities to improve...PersonalHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- JPMorgan Chase & Co. in Sacramento, California seeks a Private Client Banker to be the main point of contact for affluent clients. Responsibilities include managing complete banking relationships, sharing the value of Chase Private Client, and facilitating self-service...SuggestedFlexible hours
- JPMorgan Chase & Co. seeks a Private Client Banker in Roseville, California. This role involves managing relationships with affluent clients, ensuring adherence to banking regulations, and actively acquiring new clients. The ideal candidate has at least one year of banking...Suggested
$129.6k - $194.3k
...HR Leader, Private Client Services At MMA Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen... .... With offices across North America, we combine the personalized service model of a local consultant with the global resources...PersonalMinimum wageLocal areaRemote workNight shift$105.56k - $247.9k
...Place to Work ( , Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through... ...will guide and support you at each stage of your personal and professional journey. To support the continued...PersonalWork experience placementLocal areaRemote work- A respected financial services firm in Roseville, California, is seeking an experienced Financial Services Advisor to join their client-focused team. The ideal candidate will have a solid background in client relationship management, with a minimum of 10 years in a client...High net worth
$147.4k - $336.8k
...world. ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The... ...on advising corporate and private equity clients on all aspects of their capital agenda -... ...Whatever you find yourself doing, you’ll personally coach and develop a highly trained team,...PersonalWork experience placementSummer holidayFlexible hours$125k - $175k
...believe in empowering our clients, and we do so by... ...businesses evaluate their risks and develop solutions... ...’s behalf. Client Advisory & Service Plan Management... ...Fire Protection Specialist), PE, ARM, or equivalent... ...as vacation, sick, and personal days, and eligible bonuses...PersonalLocal areaNight shift$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services, focusing on tax compliance for high net worth individuals and partnerships. The role is fully remote, based in the United States, and requires a minimum of four years of experience alongside...High net worthRemote jobHourly paySeasonal work$91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q) Industry/Sector... ...and managing risks for clients, providing advice, and solutions... ...a Risk Management - Contract Specialist - Managed Services - Senior... ...401k, holiday pay, vacation, personal and family sick leave, and more...PersonalFull timeContract workH1b$90 - $120 per hour
EY is looking for a Seasonal Tax Manager in the United States for the Private Client Services team. This role involves reviewing complex individual tax returns and providing income tax planning for high-net-worth clients. Candidates should possess a Bachelor’s degree in...High net worthRemote jobHourly paySeasonal workFlexible hours$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager to join its Private Client Services team. This role includes reviewing complex tax returns and income tax planning for high-net-worth individuals. With the ability to work remotely from anywhere within the United...High net worthRemote jobHourly paySeasonal work- A leading advisory firm is seeking a Tax Manager for its Private Client Services team in Sacramento. This role involves delivering tax compliance and advisory services to small business clients, managing client relationships, and overseeing staff. Ideal candidates will...
$80k - $90k
...Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their advisory team committed to their... ...the appropriate internal specialists, and executing highly... ...resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift- PRIVATE CLIENT ADVISOR - AGRIBUSINESS - WEALTH MANAGEMENT GROUP Full-time Location: Between Fresno and Sacramento market areas Experience... ...referrals to Trust Officers, Portfolio Managers, and other specialists. Follow up to ensure high-quality service exceeds client...High net worthFull timeRelocation
$5,000 per month
...Advisor, Practice Lead (Personal Strategy) - Northern... ...excited to meet with clients in person, if needed.*... ...and a Client Experience Specialist. While not a people... ...Collaborate with your advisory team resources to grow... ...that align with clients’ risk tolerance and...PersonalHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal areaRemote workRelocation packageFlexible hours- ...Alliance for Career Enhancement in Sacramento is seeking a Senior Private Wealth Advisor to serve as the lead advisor for high-net-worth client households. This role involves delivering tailored financial advice and retaining clients' assets. The ideal candidate has 10+...PersonalHigh net worth
$136.8k - $198.38k
Empower is seeking a Senior Private Wealth Advisor, Practice Lead (Personal Strategy) located in Northern California. This remote role involves serving as the lead advisor for high-net-worth clients, ensuring excellent client experiences through financial planning and relationship...PersonalHigh net worthRemote jobPrivate practice- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...diversity Build a book of business and deliver personalized investment solutions to your clients by... ...ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE...Personal
- ...delivering cutting‑edge solutions to our clients. As a key player in the insurance market,... ...and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance... ...qualified prospects, generating leads from personal contacts, client referrals, prospect...PersonalWork at officeLocal area
$72.6k - $135.7k
...stakeholders including engagement team members and individuals from client technology, independence, professional practice and the Quality... ...people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or...PersonalSummer holidayFlexible hours$110k - $200k
We’reseeking a Risk Specialist to support large, heavy-civil infrastructure programs,including highways, roads, bridges, transit (bothrail... ...Company cell phone or cell phone plan reimbursement Free personalized meal planning and nutrition support with a registered dietitian...PersonalFull timeTemporary workWork at officeLocal areaFlexible hours- ...is seeking an experienced IT Risk Adviser in Sacramento, California... .... The role involves managing client engagements, assessing cloud... ...experience in IT auditing or risk advisory. Competitive compensation and... ...part of the offer, supporting personal and professional growth. #J-18...PersonalFlexible hours
$98.39k - $163.78k
...Client Pc Business Analyst Intel's Client Compute Group is at the forefront of PC innovation, driving the future of personal computing through cutting-edge technology and strategic market insights. We're committed to delivering exceptional client computing experiences...PersonalLocal areaImmediate startWorldwideShift work- ...Estate Planning Attorney to join their thriving practice. This fully in-office role offers the chance to work with high-net-worth clients on complex estate planning matters. You will be responsible for drafting essential legal documents, providing strategic legal advice...High net worthWork at office
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within... ..., you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only...PersonalHigh net worthHourly paySeasonal workRemote workFlexible hours$92.4k - $172.1k
...insurance, employee health & benefits insurance, and private client insurance solutions to organizations and individuals seeking limitless... ...and 170 offices across North America, we combine the personalized service model of a local consultant with the global resources...PersonalHigh net worthMinimum wageFull timeWork experience placementLocal areaNight shift- ...leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment... ...solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates...
$65k - $90k
NFP Corp is seeking an Account Executive in Sacramento, CA to manage client relationships and negotiate with carriers. You will be the primary point of contact for clients, handling renewals and revenue goals. The ideal candidate has a BA/BS and over 5 years in the industry...
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