High Net Worth Personal Risk Advisor
$50k - $200kAndreini & Company
Andreini & Company in Boston, MA is hiring a Personal Risk Advisor for High Net Worth clients. This full-time position focuses on achieving sales quotas while utilizing advanced sales tools and mastering areas of insurance. A 4-year degree and relevant insurance license are required, along with 2-5 years of sales experience. The compensation ranges from $50,000 to $200,000+, with additional commission-based earnings. Excellent benefits, including medical, dental, and PTO, are also provided. #J-18808-Ljbffr Andreini & Company
$50k - $200k
...tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze renewal...PersonalHigh net worthFlexible hours$50k - $200k
...Personal Risk Advisor - High Net Worth Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at...PersonalHigh net worthFull timeWork at officeFlexible hours$85k - $95k
...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours$50k - $200k
...tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...PersonalHigh net worthFlexible hours$67.5k - $110k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused... ...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 workWork at officeLocal areaFlexible hoursAfternoon shift$106.06k - $159.14k
...Competencies and Position Requirements Dedicated to high-caliber client service Supervise staff... ...compliance and planning services to high net worth individuals and family groups CPA or JD (... ...a healthy balance between work and personal life. We support this through a variety...PersonalHigh net worthCasual workWork at officeFlexible hours- Martin Grant Associates, Inc. is seeking a High Net Worth Account Manager in Boston to manage sophisticated personal insurance portfolios. This role focuses on delivering a service-driven experience for affluent clients with premiums ranging from $50,000 to $200,000+. Join...PersonalHigh net worthFlexible hours
$50k - $200k
...High Net Worth Account Manager A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium...PersonalHigh net worthPrivate practiceWork at office- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
$150k - $180k
...administration, and probate matters for high-net-worth individuals, families, fiduciaries, and... ...with accountants, financial advisors, and other professional advisors. Key Responsibilities... ...Grantor Trusts (IDGTs) Qualified Personal Residence Trusts (QPRTs) Grantor Retained...PersonalHigh net worthFull timeWork at officeImmediate startRemote work- ...financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive, personalized financial services to affluent and high-net-worth individuals in NYC, Fla, Boston,...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- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
$225k - $250k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...office. The ideal candidate will have experience representing high net worth individuals, trusts, partnerships, limited liability companies...PersonalHigh net worthWork experience placementPrivate practiceWork at office$80k - $95k
Acrisure is seeking a Personal Lines High Net Worth Account Executive in Needham, MA, to manage client relationships and provide expert coverage recommendations. This role requires 3-5 years of experience in personal lines insurance, preferably with high-net-worth clients...PersonalHigh net worth$100k
...Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will... ...difference Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions Educate...PersonalHigh net worthLocal areaRemote workHome office$250k - $300k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...ideal candidate will have experience in estate planning for high net worth clients, representing individuals, trusts, partnerships, limited...PersonalHigh net worthWork experience placementPrivate practiceWork at office$130k - $170k
...our work consists of complex tax compliance and planning for High‑Net‑Worth Individuals. Our team of professionals works cooperatively to... ...provide our clients with the highest quality of service on a personal and responsive basis. We strive to keep a family‑like culture...PersonalHigh net worthWork at officeRemote workFlexible hours2 days per week1 day per week$225k - $325k
...expertise. Serve as a trusted investment advisor in client meetings, providing insights... ...client relationships with ultra-high-net-worth individuals, families, and institutions... ...complex financial situations with highly personalized solutions tailored to their unique needs...PersonalHigh net worthFull timeWork at officeLocal area- Martin Grant Associates, Inc. is seeking a High Net Worth Account Manager in Boston, MA. The role involves managing sophisticated personal insurance portfolios, providing concierge-level client service, and using innovative technology platforms to enhance efficiency. The...PersonalHigh net worth
$90k - $110k
...Private Client Advisor As the leading global citizenship... ...thrives, and personal growth is encouraged.... ...Join us in working on high-profile projects that shape... ...programs to assisting high-net-worth individuals in achieving... ...mitigate operational risks. Collaborate with Relationship...PersonalHigh net worthWork at officeFlexible hours- ...Executive Personal Assistant to HNW Principal, Boston, Mass. A busy HNW principal is... ...ready for key meetings Plan and support high-touch events and dinners, Manage... ...-7 years of experience supporting a high-net-worth principal; familiarity with philanthropy,...PersonalHigh net worthWork at officeRemote workHome office
$120k - $150k
...completion of individual income tax returns for high-net-worth individuals with offshore investments... ...our foreign offices and other foreign advisors of our clients. Collaborate in the... ...the achievement of both career and personal milestones for individual team members...PersonalHigh net worthFull timeWork at officeLocal areaWorldwideFlexible hours- ...& foundations, pension plans, and ultra-high net worth private clients implement and manage custom... ....* Identify opportunities to reduce risk and increase scalability of existing processes... ...with the trust, independence, and personal attention of a boutique firm.### Get in...PersonalHigh net worthWork experience placementLocal areaWorldwide
$170k - $220k
...WS Advisors is seeking a driven and growth‑oriented Senior Tax Manager... ...practice growth. This is a high‑visibility position designed... ...to private businesses, high‑net‑worth individuals, and families, while... ...; develop and maintain a personal pipeline of prospects Represent...PersonalHigh net worth- Risk Advisor - Employee Benefits page is loaded## Risk Advisor - Employee Benefitslocations: Dedham, MAtime type: Full timeposted on: Posted... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalWork at officeLocal area
- ...for this position.**## The RoleFidelity Personal Trust Company, FSB (FPTC) is looking... ...business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The... ...prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President...PersonalHigh net worthWork at office
$90.5k - $118.7k
...administering a diverse book of trust and personal wealth management accounts for high-net-worth individuals, families, and... .... Interact with Investment sub‑advisors to plan for cash and liquidity needs... ...Administration, Investment, Risk) as needed to effectively administer...PersonalHigh net worth- ...meet the wealth management needs of ultra-high net worth individuals and families. We strive to... ...and develop skills to become a wealth advisor with exposure to investment management,... ...Collecting, organizing, and managing personal and financial client information Developing...PersonalHigh net worthWork experience placementWork at office
$125k - $150k
...all aspects of administration and client service for high net worth families and family offices Effective communication with... ...for assigned accounts Collaborate with outside advisors concerning client’s personal, trust and other entities tax information Prepare letters...PersonalHigh net worthTemporary workWork experience placementWorldwide
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