Private Risk Advisor for High Net Worth Families
USI Insurance Services
USI Insurance Services is seeking a Private Risk Advisor (PRA) based in Dallas, Texas. This outside sales position entails cultivating relationships within USI and its strategic partners, focused on providing insurance consultation to high net worth individuals and family offices. The ideal candidate will have over 5 years of sales experience and strong communication skills. Benefits include competitive pay, profit-sharing programs, wellness initiatives, and recognition for outstanding achievement. #J-18808-Ljbffr USI Insurance Services
- ...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 outside sales position...PrivateHigh net worthWork at office
- ...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 is an outside...PrivateHigh net worthWork at officeLocal area
- ...HOME LLC in Dallas, TX is seeking a highly skilled Personal Assistant to... ...manage his extensive personal and family needs. This role involves coordinating... ...experience assisting ultra-high-net-worth individuals, including expertise in private flight logistics, property...PrivateHigh net worthWork at office
- BOK Financial Corporation is seeking a Family Office Consultant I in Dallas, Texas. This position involves managing family office services for high net worth clients, collaborating with various advisors and teams to meet client needs and administer complex account relationships...PrivateHigh net worthWork at office
- ...Job Title Goldman Sachs Family Office (GSFO) is in search of... ...reach their financial goals. Our advisor-led wealth management... ...of clients, including ultra-high net worth and high net worth individuals... ...and design. Goldman Sachs Private Wealth Management (PWM) specializes...PrivateHigh net worthFull timeWork at officeLocal area
- Family Office Consultant I Areas of Interest: Relationship... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA... ...for the most complex/high profile relationships... ...Works closely with Wealth Advisors, Investment Advisors,... ...aspects for ultra- high net worth families. Generally,...PrivateHigh net worthWork experience placementWork at officeLocal area
$62.7k - $85.4k
...environment where your passions, work, and family & friends can overlap. We want to help... ...Maintain accurate books and records for high-net-worth individuals, families, and closely held... ..., including brokerage, alternative, and private investments. Prepare monthly client reporting...PrivateHigh net worthContract workWork experience placementWork at officeLocal areaFlexible hours$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...PrivateHigh net worth- ...Assistant Opportunity The Gehan Family Office is seeking an... ...thrives at the intersection of private wealth, high-stakes logistics, and white-... ...supporting ultra-high-net-worth principals in similarly complex... ...they arise identifying gaps, risks, or opportunities across all...PrivateHigh net worthContract workFor contractorsWork at officeAfternoon shift
- ...Storgate is seeking a Senior Tax Advisor to join our family office platform. This Dallas-based role... ...our advisory teams to support ultra-high-net-worth families, family offices, and operating... ...decisions, liquidity events, and private investment structures Collaborate with...PrivateHigh net worthWork at office
- ...a diverse team helping high-profile clients understand... .../ Senior Manager Family Office to join our Business... ...Serve as the trusted advisor to family offices on strategic... ...family and private-equity backed businesses... ...issues for ultra-high net-worth individuals and families...PrivateHigh net worthFull timeWork at officeLocal area
- ...Position Overview Bernstein Private Wealth Management is a premier... ...management firm advising high‑net‑worth and ultra‑high‑net‑worth clients... ...with Financial Advisors, help propel the growth of our... ...high‑net‑worth individuals and families. An Associate Will Collaborate...PrivateHigh net worth
- ...Risk Advisor Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering... ...environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs...High net worthWork at office
- ...financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating... ...planning strategies, partnering with Advisors, and assisting with UHNW client retention...PrivateHigh net worth
$235k - $365k
...Global Am Law 100 law firm, seeks a highly qualified Associate to join its premier Private Wealth Department, working from... ...2-4 years of experience in high net-worth estate planning at a nationally... ...working with high-net-wealth families and family office structures, trust...PrivateHigh net worthWork at office- ...Position Overview Bernstein Private Wealth Management is a... ...investment management firm advising high-net-worth and ultra-high-net-worth... ...with Financial Advisors, help propel the growth of our... ...high-net-worth individuals and families. An Associate will:...PrivateHigh net worthFlexible hours
$100k - $250k
...to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales... ...environment supported by a robust benefit program, including family health and wellness programs, 401(k), employee assistance programs...High net worthWork at officeLocal area- ...clients include institutions, high-net-worth individuals and retail... ...high net worth individuals and families around the world. We deliver... ...asset managers for the Global Private Bank, andadvising clients on... ...closelywith Investment Advisors and Bankers in the U.S., as...PrivateHigh net worth
- ...Financial Advisor Our client helps advisors deliver comprehensive, personalized... ...all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing... ...planning Investment management and private funds Insurance and business solutions...PrivateHigh net worth
$90k - $100k
...enables individuals and families to broaden their... ...Join us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ...about you! As a Private Client Advisor you’ll be an... ...mitigate operational risks. Collaborate with...PrivateHigh net worthWork at officeFlexible hours- ...developing and managing a portfolio of high-net-worth and corporate clients. You will play a key... ...portfolio (UHNWI, corporate accounts, family offices, etc.) Identify and convert new... ...Minimum 5 years of experience in private jet charter brokerage or a similar high-...PrivateHigh net worthWorldwideWeekend workAfternoon shift
- ...Senior Private Banker Make banking a Fifth Third... ...banking specialist for high net worth and ultra high net worth... ...and accountable for risk by openly exchanging ideas... ...the Wealth Management Advisor. Demonstrates... ...our employees and their families, encompassing physical...PrivateHigh net worthWork at office
- ...EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone... ...EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach...PrivateHigh net worthTemporary workLocal area
- ...Advancement, Equest seeks an experienced, highly motivated, goal-oriented, and... ..., cultivate and secure support from private foundations, corporate foundations,... ...plans. Comfort interacting with high net-worth individuals and families. Demonstrate flexibility in working...PrivateHigh net worthWork at office
- ...expert and resource for high net worth prospects and client... ...corporate executives, and private foundations. Partners... ...understanding of the family’s current financial... ...Responsible and accountable for risk by exchanging ideas,... ...the client and their advisors. Conducts research on...PrivateHigh net worthBank staff
- ...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of banking, trust and investment... .... That's why our benefits are designed to help you and your family boost your health, protect your financial security and give...PrivateHigh net worthTemporary workWork experience placement
- ...clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth... ...Services to support a collaborative team of advisors serving a select group of high-net-worth families. This individual will play a critical role...PrivateHigh net worthFull timeTemporary workWork at officeLocal area
- ...financial advice? Who you are As a Private Banking Officer II , you... ...are a helping hand to families for generations and continue... ...insurance, and the customer’s other advisors, like attorneys and CPAs, to... ...within the affluent to high‑net‑worth markets (clients with $1.5–5...PrivateHigh net worthWork experience placement
- ...prominent Dallas-based single-family office is seeking an... ...distributions, and contributions for private fund and partnership... ...support external CPA and tax advisors (e.g., K-1s, 1099s, and year... ...management, private investment, or high-net-worth bookkeeping or accounting...PrivateHigh net worthContract workPart timeWork at office
- ...wealth management associate for an established boutique private wealth management firm in Dallas, TX. The ideal... ...Chief Investment Officer in building relationships with high-net-worth individuals and families nationwide in expanding their investment portfolios. EXTRAORDINARY...PrivateHigh net worthInternshipWork at office
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