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 officeLocal area
- ...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
- 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
- ...Family Office Consultant I Dallas, TX, US, 75001... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...for the most complex/high profile relationships... ...closely with Wealth Advisors, Investment Advisors, Trust... ...for ultra- high net worth families. Generally, works...PrivateHigh net worthWork experience placementWork at officeLocal area
$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- A leading global investment firm is seeking a dynamic Private Wealth Advisor to provide comprehensive investment solutions for ultra-high net worth clients. This role requires strong interpersonal skills, collaboration with partners, and a thorough understanding of financial...PrivateHigh net worth
- Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President... ...strategic planner and values-based advisor within the broader team to guide... ...of clients, including ultra‑high net worth and high net worth individuals, as...PrivateHigh net worthFull timeWork at office
$120k - $130k
...Vice President, Private Client Group Dallas, TX Firm Description SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS...PrivateHigh 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
- ...specialized focus on not-for-profit tax, particularly private foundations. This is a highly technical leadership role offering the opportunity... ..., and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...PrivateHigh net worthWork at officeLocal area
$120k - $130k
...Vice President, Private Client Group Dallas, TX Firm Description SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS...PrivateHigh net worthWork at office- 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
- ...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
$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- ...Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are... ...public firms, and middle-market companies, as well as high net worth individuals, family offices,not-for-profit organizations, and...PrivateHigh net worthLocal area
- ...for our clients, with highly experienced bankers who... ...program, fertility and family building aids, life and... ...including the investment advisor, wealth strategist,... ...at least seven years in private banking preferred Required... ...to affluent or high net worth individuals or families...PrivateHigh net worthImmediate start
$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- ...critical role in supporting the Private Bank's credit delivery... ..., Credit Executives, and Risk partners, the Associate is... ...solutions for ultra-high-net-worth individuals, families, and family offices. This... ...partnersincluding Capital Advisors, Investors, Trust & Estates...PrivateHigh net worth
- ...Benefits: Path to Partnership Private Clubs / Offices Executive Coaching... ...Summary Proxy Financial helps advisors deliver comprehensive, personalized... ...all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise...PrivateHigh net worthRemote work
$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... ...talk about you! As a Private Client Advisor you'll be an... ...mitigate operational risks. Collaborate with...PrivateHigh net worthWork at officeFlexible hours- ## Private Wealth AssociateApplylocations: Dallas, Texastime type... ...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 worthFlexible hours
- ...Morgan Stanley Private Bank, National Association... ...16,000 financial advisors. Our financial... ...provide individuals, families, businesses and... ...assets and have a high degree of comfort... ...underwriting, credit risk and other internal... ...risk of high-net-worth clients (i.e., complex...PrivateHigh net worthWorldwide
- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM)... ...wealth management plans for ultra high net worth individuals and families, as well as select institutions, including... ...global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled...PrivateHigh net worth
- ...UHNW Wealth Advisor, Senior Manager Do you enjoy developing... ...Senior Wealth Advisors serving high-net-worth clients with $5M–$15M in... ...planning and trust solutions, private equity, and more. In this... ..., and deeply trusted by the families they serve. This role is...PrivateHigh net worthWork at officeRelocation package
$110k - $150k
...experience ~ Experience working with asset manager clients (private equity, hedge funds, fund to funds and/or venture... ...public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...PrivateHigh net worthWork at officeLocal area- ...for our clients, with highly experienced bankers who... ...program, fertility and family building aids, life and... ...offices in Austin, Fort Worth, Houston, Richardson, Plano... ...knowledge of all Private Bank products and strategies... ...maintain ultra-high net-worth client relationships...PrivateHigh net worthImmediate startDay shift
- ...banking specialist for high net worth and ultra high net... ...Responsible and accountable for risk by openly exchanging... ...the Wealth Management Advisor. Demonstrates... ...specialists to ensure the Private Banking client... ...our employees and their families, encompassing physical...PrivateHigh net worthWork at office
- ..., including middlemarket businesses, private equity-backed firms, and taxexempt organizations... ...compensation structuring, tax risk mitigation, and compliance strategies... ...middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations...PrivateHigh net worthLocal area
$200k - $250k
...firm. Originally founded in 1882 as the family office of John D. Rockefeller, the... ...offer strategic advice to ultra- and high-net-worth individuals and families, institutions... ...Annuities and serves as a key resource for Private Advisors across the firm. This is a highly...PrivateHigh net worthWork at officeLocal area- ...Responsibilities Build and grow our client base, targeting high-net-worth individuals, family offices, RIAs, and institutional investors. Drive... ...Experience in financial services, investment management, private banking, financial technology, commercial real estate, or...PrivateHigh net worthWork at officeImmediate start
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