Elite Personal Risk Advisor for High-Net-Worth Clients
USI Insurance Services
USI Insurance Services is looking for a Personal Risk Specialist to engage high net worth clients, providing tailored insurance solutions. This outside sales role involves scheduling appointments, developing client relationships, and achieving sales goals while leveraging USI’s national resources. The ideal candidate will have extensive experience in personal insurance sales, strong communication skills, and the ability to work independently. USI offers a dynamic workplace with competitive benefits and excellent professional growth opportunities. #J-18808-Ljbffr USI Insurance Services
- ...Kentucky is seeking a Private & Professional Banking Officer responsible for providing quality customer service to Private Banking clients. This role includes managing a portfolio of loans and deposits while fostering long-term client relationships. The ideal candidate...High net worth
- ...provide support, assistance with personal hygiene and household... ...independence. Full-time Personal Lines Client Service Manager Develops and... .... Personal Financial Advisor (Private Wealth) Certified... ...CFA) responsible for advising high-net-worth clients on wealth management...PersonalHigh net worthFull time
- Crowe is looking for a Tax Manager to join the IronSpire Group. This individual will provide high-level tax consulting and compliance services for ultra-high-net-worth clients, while managing multiple projects and engagements. The ideal candidate should have a CPA or JD...High net worth
- ...upon making an IMPACT for our clients, our associates and the... ...services. Acts as a financial advisor dedicated to building long‑term... ...and growth goals for high end personal mortgage loans, investment CRE... ...Targeted clients will be high net worth / income individuals, company...PersonalHigh net worthSelf employmentWork at officeWork visaFlexible hoursAfternoon shift
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their... ...responsible for working with high-net worth individuals identifying... ...resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$73.5k - $212.28k
...providing advice and guidance to clients on tax planning, compliance,... ...and compliance services to high-net-worth individuals and privately-... ...the Partner Tax Preparation Advisors team you are expected to... ...01k, holiday pay, vacation, personal and family sick leave, and more...PersonalHigh net worthFull timeH1bWork at officeRemote work- ...enthusiasm for helping our clients, taking care of our... ...needs. As a Private Client Advisor in Chase Wealth... ...of business and deliver personalized investment solutions to... ...SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS... ...opportunity employer and place a high value on diversity and...Personal
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their advisory... ...'s clients, and manage risk Identifies, deepens, and... ...Qualifications Is an enthusiastic, highly motivated self-starter...PersonalSeasonal workWork at officeWork from homeShift workDay shift
- ...Private Wealth Client Associate Louisville, Kentucky... ...Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their... ...'s clients, and manage risk Identifies, deepens,... ...Is an enthusiastic, highly motivated self-starter...PersonalSeasonal workWork at officeWork from homeShift workDay shift
- About This Position The Trading Partner Client Enablement (TPCE) Analyst is responsible for... ...mapping work that enables predictable, high-quality outcomes for Waystar’s trading partners... ...3 weeks + 13 paid holidays, including 2 personal floating holidays Flexible time off for...PersonalLocal areaFlexible hours
- ...J.P. Morgan Chase is seeking a Private Client Advisor for their Chase Wealth Management division in Louisville, Kentucky. The role involves... ...to clients, building a book of business, and delivering personalized investment solutions. Candidates should have at least 2 years...
$73.5k - $147k
...the business of creating exciting and rewarding futures for our clients and their employees—whether we’re designing affordable health... ...orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and...PersonalMinimum wageWork experience placementWork at officeFlexible hours- ...interconnected network of financial advisors with a shared vision... ...country, we are here to serve our clients beyond what is expected.... ...advisor brand in the local high-net-worth ecosystem. This is a highly... ...in their professional and personal lives. We seek to provide employees...PersonalHigh net worthLocal area
- J.P. Morgan Chase is seeking a Private Client Advisor in Louisville, Kentucky, to deliver comprehensive financial planning and advice to... ..., you will build strong client relationships and provide personalized investment solutions. Qualified candidates should have at least...
$93.5k - $187k
...office 3x per week. What can you expect? Responsible for managing client projects that focus on employers' health benefits strategies,... ...or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team in Louisville, KY. This role involves offering comprehensive financial planning and advice tailored to each client’s needs, while demonstrating a commitment to diversity and delivering...
- JPMorgan Chase is seeking a Private Client Advisor to join their team in Louisville, Kentucky. In this role, you will provide comprehensive... ..., focusing on building strong relationships and delivering personalized investment solutions. The ideal candidate will have at least...
- ...open. Our Actuarial & Financial Group (AFG) provides our clients with high-quality actuarial services aligned to their strategic needs... ...or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- Forvis Mazars, LLP seeks a seasoned tax advisor in Louisville, Kentucky. Responsibilities include providing tax compliance and consulting services to individuals and entities, managing client relationships, and coaching tax staff. Candidates must have 7+ years of experience...Flexible hours
- WealthBridge Financial Group is looking for a Private Wealth Advisor in New Albany, Indiana. You'll work closely with clients to provide tailored financial strategies, leveraging your expertise in wealth management. The ideal candidate has a Bachelor's degree in finance...
- WealthBridge Financial Group in New Albany, Indiana is looking for a motivated Private Wealth Advisor to join our team. This role involves engaging clients to understand their financial objectives and providing tailored solutions including investment opportunities and wealth...
- ...Responsibilities Carry out standard client service activities and handle simple client inquiries. Maintain appointment calendars and... ...Skills Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences. Express ideas,...PersonalWork at office
- ...requires in-office presence minimum three days per week and can be located at any Mercer office in the United States. You will manage client engagements focusing on employers’ health benefits strategies, including financial projections, plan design optimization, and...Work at office3 days per week
- ...enthusiasm for helping our clients, taking care of our... ...needs. As a Private Client Advisor in Chase Wealth... ...of business and deliver personalized investment solutions to... ...SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS... ...opportunity employer and place a high value on diversity and...
- ...Louisville, Kentucky is seeking an experienced client service representative to manage client... ...in the insurance sector, preferably in personal lines. The ideal candidate will... ...oversee 1-2 Client Associates while ensuring high-quality service. State insurance licensing...Personal
- Pathways is seeking a Personal Lines Producer in Louisville, Kentucky. The successful candidate will manage and enhance relationships with personal lines clients while also growing the business through new sales. Key responsibilities include developing insurance opportunities...Personal
- Bank of America in New Albany, IN seeks a client-focused banker to greet clients, uncover personal and small business banking needs, and connect them with specialists for tailored solutions. Responsibilities include deepening client relationships via platform services,...Personal
- A leading financial services company in Louisville is seeking a dedicated customer-focused individual to drive client loyalty and proactive sales initiatives. The ideal candidate has at least 3 years of experience in banking or customer service and a strong understanding...Personal
$93.5k - $145k
...the office. As a Sr Health Actuarial Consultant, you will lead client engagements focused on employers’ health benefits strategies,... ...orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$35 - $45 per hour
A fitness training organization in Louisville, KY seeks Certified Personal Trainers to provide personalized coaching in clients' homes. You will design tailored workout programs, track client progress, and ensure proper exercise form. The role offers flexible scheduling...PersonalHourly payFlexible hours
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