HNW Personal Risk Advisor
$80k - $115kUSI Insurance Services
A leading insurance brokerage firm is seeking a Personal Risk Specialist to manage risk solutions for high-net-worth clients. The role involves business development, client relationship management, and achieving sales goals. Candidates should have at least 3 years of experience, strong communication skills, and must hold an active property/casualty license. Competitive salary ranges from $80,000 to $115,000, complemented by commissions and robust benefits, making this a significant opportunity for professional growth in a dynamic environment. #J-18808-Ljbffr USI Insurance Services
$85k - $100k
...Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance... ...with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating...PersonalHigh net worthWork at officeLocal area$80k - $115k
Personal Risk Specialist USI Insurance Services is seeking an experienced sales professional to manage risk solutions for high‑net‑worth clients... ...and employee benefits staff. Act as trusted partner and advisor to clients and prospects. Develop and support cross‑selling...PersonalHigh net worthFull timeWork at officeFlexible hoursAfternoon shift$80k - $115k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent... ...staff. Establish a relationship as a trusted partner and advisor to clients and prospects. Develop and support cross-selling...PersonalHigh net worthWork at officeLocal areaAfternoon shift$50k - $60k
...actively seeking a passionate and results-driven Salaried Producer / Risk Advisor to join our award-winning team. As a key player, you will have... ...residual income. Further, our most successful people build personal wealth through a generous program where you can become an...PersonalFull timeWork at officeFlexible hours$100k - $115k
...full-time equivalency. This role is remote, with occasional in-person attendance required for meetings and other business needs. Salary... ...serve as a key member of the firm’s established High Net Worth (HNW) 1040 group, responsible for reviewing, signing, and overseeing...PersonalHigh net worthPermanent employmentFull timeTemporary workRemote work$100k - $115k
...full-time equivalency. This role is remote, with occasional in-person attendance required for meetings and other business needs. Salary... ...serve as a key member of the firm’s established High Net Worth (HNW) 1040 group, responsible for reviewing, signing, and overseeing...PersonalHigh net worthPermanent employmentFull timeTemporary workRemote workFlexible hours- ...Private Client Account Manager, Personal Insurance Client is one of the Mid-Atlantic's largest and fastest growing independent insurance firms. We specialize in employee benefits and risk management solutions. We are widely acknowledged as one of our industry's most...PersonalHigh net worth
- ...to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalWork at officeLocal area
- ...closely with trust, estate, and tax-related matters. The focus is on accuracy, organization, and hands-on involvement with complex personal and entity-level finances. Responsibilities Support family office and private wealth clients with ongoing accounting and...PersonalHigh net worthWork at office
- ...Maryland is seeking an individual to support high-net-worth clients with day-to-day accounting and financial reporting. You will manage personal and entity financial statements, ensure accuracy in documentation, and assist with trust and estate planning. Candidates should...PersonalHigh net worth
$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... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalWork at officeLocal area$120k - $160k
...MD area / North / East. This firm works with very significant local and regional business clients as well as high profile VIP personal clients for a variety of tax and business advisory needs, client services, and financial planning from a tax perspective. If you...PersonalHigh net worthSummer workLocal areaFlexible hours- ...national consulting and financial services firm with an expanding global footprint — home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results, fueled by the genuine connections we forge. Our expert...PersonalHigh net worth2 days per week
$24.87 - $41.45 per hour
...retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client... ....* Understand and adhere to the Company’s risk and regulatory standards, policies, and controls... ...organizational skills Proficiency with personal computers as well as pertinent word...PersonalHigh net worthHourly payWork experience placement$50k - $75k
...Client Manager- Private Client Group (Personal Lines) Be part of a winning team that leads the way as a Best Practices Agency in Insurance! The Opportunity Based out of the Cockeysville, MD office, this full-time Client Manager position is central to the Personal...PersonalHigh net worthFull timeWork at officeImmediate start$103.56k - $172.61k
...future. Position Title: Wealth Advisor Business Unit: WM - FNTC... ...individual will focus will be: Personal Wealth Management with a focus on HNW clientele. Institutional Wealth... ...and the accountability to serve as risk managers for their businesses by understanding...PersonalHigh net worthWork at officeLocal areaFlexible hours- ...donor relationships. The ideal candidate will have extensive fundraising experience, exceptional communication skills, and the ability to advocate for the mission of World Relief while integrating personal faith into their professional practice. #J-18808-Ljbffr MediumPersonalHigh net worth
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...objectives, resources, time horizon, risk profile and preferences Balancing investment...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...A leading insurance firm based in Hunt Valley, MD, is seeking a passionate Salaried Producer/Risk Advisor. The role involves client advocacy, business development, and strategic risk management. Candidates should have 1-3 years of B2B sales experience, strong relationship...
$97k - $110k
...Senior Analytical Reporting Analyst – Alm & Investment Risk As our Senior Analytical Reporting Analyst – ALM & Investment Risk you... ...educational workshops, review professional publications, establish personal networks, and participate in professional societies. Mentor...PersonalWork at officeRemote work$100k - $115k
KatzAbosch is looking for a 1040 Tax Manager in Timonium, MD. This role, which offers a hybrid work arrangement, involves overseeing the preparation of complex individual income tax returns, with significant responsibilities in training and mentoring junior staff. The ...High net worthRemote work$76k - $125.3k
...plenty of support designed with your own personal skills and experience. EY is a dynamic place... ..., allowing you to develop into a trusted advisor role to client. You will work with... ...practice knowledge Identifying and reacting to risks and opportunities to improve our services...PersonalHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,0...PersonalHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...requirements and provide maximum profitability to the Bank at minimum risk. They are responsible for establishing and maintaining... ...business and/or collateral, review of interim financial reports, personal interview, and other means. Monitors loan repayment activities...PersonalHigh net worthFull timeInterim role
- ...to the California Consumer Privacy Act, please review the Privacy Notice for California Residents found in Section 10 of our Privacy Policy which explains the categories of personal information that we collect and the purposes for which we use such personal information.PersonalHigh net worthTraineeshipWork at officeLocal areaShift work
$155k - $160k
...helping our clients reach theirs. About the Department The Investment Risk Management team safeguards the integrity of Franklin Templeton’s... ...our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives...PersonalLocal areaFlexible hours$41.2k - $76.8k
...insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan....PersonalPermanent employmentLocal area$100k - $150k
...Position Summary HB Wealth is seeking an experienced Wealth Advisor to join our growing team. In this role, you will provide... ...under pressure. Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility....PersonalHigh net worthFull timeWork at officeRemote work$77k - $214k
...and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned... ...Generalist team you are expected to lead the way as tax advisors dedicated to innovation, providing clients with the right skills...PersonalHigh net worthFull timeH1b$124k - $335k
...and transition. Our team helps our clients design and implement personal and customised service plans that are unique to privately owned... ...Tax Compliance team, you are expected to lead the way as tax advisors dedicated to innovation, providing our clients with the right skills...PersonalHigh net worthFull timeH1b
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