Senior Personal Risk Advisor for High-Net-Worth Clients
$85k - $100kUSI Insurance Services
A major insurance brokerage in Chicago is seeking an experienced insurance professional to manage and retain high-net-worth client accounts. The ideal candidate will have at least 8 years of experience in Personal Lines Property & Casualty Insurance and a strong understanding of industry products. You will be responsible for client engagement, providing technical expertise, and making insurance recommendations to ensure comprehensive coverage. This role offers competitive compensation with an estimated salary range of $85,000 to $100,000 annually. #J-18808-Ljbffr USI Insurance Services
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Personal Risk Advisor for High-Net-Worth Clients in Chicago, IL vacancy
$85k - $100k
...managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent)... ...annual client review with thorough risk assessment of current and... ...insurance, as needed. Maintain a high degree of accuracy in agency... ...Abilities 8 years’ experience in Personal Lines Property & Casualty...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours$66k - $123.1k
Senior Client Advisor Our not‑so‑secret sauce. Award‑winning, inclusive, Top... ...helping them navigate complex risks with informed advice.... ...their questions—whether in person, over the phone, or via email... ...insurance experience with High‑Net‑Worth clientele Property & Casualty...PersonalSeniorHigh net worthMinimum wageNight shift$110k - $180k
Tax Senior Manager - Private Client Services page is loaded## Tax Senior Manager - Private Client Serviceslocations... ...and compliance functions for ultra-high net worth individuals and their families,... ...with their unique operational and personal dynamics.## About EisnerAmper:...PersonalSeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work$76k - $125.3k
...for a wide range of clients and colleagues.... ...designed with your own personal skills and... ...planning and advising of high net worth individuals and... ...develop into a trusted advisor role to client.... ...and reacting to risks and opportunities... ...confidence to challenge senior colleagues and...PersonalSeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$96.6k - $130k
...Cybersecurity Governance, Risk, and Compliance (GRC) Associate... ...At Corient, we help high- and ultra-high-net-worth individuals and families to... ...that serve more than 15,000 clients and manage over $220 billion... ...assets. We combine a boutique's personal service, creativity and...PersonalSeniorHigh net worthPermanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
Chicago, IL6 days ago$67.2k - $94.9k
J.P. Morgan Advisors - Senior Client Associate - Chicago, IL Chicago, IL, United States Job Identification... ...wealth management services to ultra-high net worth clients. Join our dynamic and... ...with Financial Advisors, providing personalized solutions and building lasting...PersonalSeniorHigh net worthFull timeLocal area- ...to 6+ years of experience in complex lending solutions for high-net-worth clients. You will be responsible for preparing credit summary packages... .... CIBC fosters a collaborative culture that encourages personal and professional growth, offering competitive salaries and...PersonalSeniorHigh net worth
$110k - $180k
A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years...SeniorHigh net worth$102k - $190k
...financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management... ...involves collaborating with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive salary of...SeniorHigh net worth$140k - $190k
...advisory firm in Chicago seeks a Tax Senior Manager for its Private Client Services. This role involves... ...compliance and consulting engagements for high net-worth individuals and families.... ...based on qualifications and experience. #J-18808-Ljbffr BDO Capital Advisors, LLCSeniorHigh net worth- ...delivering tax advisory solutions to high-net-worth individuals and family... ...include leading client engagements, advising on complex... ...opportunities, and developing senior professionals. The ideal candidate... ...culture and opportunities for personal and professional growth. #J-1...PersonalHigh net worth
- A reputable financial services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements, supervising associates, and ensuring high-quality service. The ideal candidate...SeniorHigh net worth
$60k - $200k
World Insurance Associates, LLC. is hiring a Sales Executive - Private Client in Chicago, IL to develop new personal lines and cultivate high-net-worth relationships. This role requires experience in advising on personal lines insurance and building long-term client partnerships...PersonalHigh net worth$114.5k - $194.7k
Northern Trust Corp in Chicago is seeking a Portfolio Advisor for Wealth Management with 6 to 8 years of investment experience focused on high net worth clients. The role involves managing investments, developing strategies to meet client objectives, and collaborating...SeniorHigh net worth- JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry...SeniorHigh net worth
$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...SeniorHigh net worth- ...CPA certification. Responsibilities include managing tax engagements, maintaining industry-specific expertise, and providing proactive client communication. A variety of competitive benefits are offered, ensuring the well-being of associates. #J-18808-Ljbffr Wipfli LLPSeniorHigh net worth
$60k - $115k
Goldman Sachs is hiring for a position in Personal Wealth (PW) in Chicago, Illinois. The role involves strategic relationship management... ...and development of tailored investment strategies for high net worth clients. Candidates should have a bachelor's degree and exhibit...PersonalHigh net worth$98.4k - $199k
Client PM Portfolio Mgr, Sr Job Locations... ...seek highly motivated and talented... ...seeking a Senior Portfolio Manager... ...and retain high net worth client relationships... ...and risk management. Performs... ...efforts with Wealth Advisors, Trust Officers... ...for personal execution of initiatives...PersonalSeniorHigh net worthWork experience placementWork at officeLocal area- ...relationship management. The successful candidate will develop and execute a business development strategy to enhance client experiences and manage high-net-worth relationships. This position requires strong analytical, communication, and collaboration skills. Candidates...SeniorHigh net worth
$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of investment management experience and a strong ability to forge relationships. The advisor contributes...SeniorHigh net worth- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...SeniorHigh net worth
$175k - $200k
...professional to enhance their Trusts & Estates practice. The ideal candidate will have over 10 years of experience serving high-net-worth clients, licensed to practice in Illinois, and possess extensive knowledge in Estate Planning and Wealth Management. This role offers...SeniorHigh net worthFlexible hours$102k - $208k
A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours- A financial services institution in Chicago is seeking a PWM Private Wealth Advisor to oversee high net worth client relationships. You will be responsible for building a team of professionals to cater to clients’ needs while offering expert advice in wealth management...SeniorHigh net worthFull time
$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...SeniorHigh net worth$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...SeniorHigh net worth$60k - $200k
...K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial... ...platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with clients’ lifestyles and financial goals...PersonalHigh net worthBase plus commissionImmediate startWorld Insurance Associates LLC
Chicago, IL3 days ago$120k
The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast... ...services to an Ultra high Net Worth client base in the United States.... ...only by referral or personal contact with an individual... ...base. Appropriately assess risk when business decisions are...PersonalSeniorHigh net worthFull time$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404... ...large and sensitive personal trust... ...needs requiring a high level of technical... ...our Goals Driven client experience, emerging... ...and sensitive high net worth personal trusts and... ...and observes sound risk management...PersonalSeniorHigh net worthH1bLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Risk Advisor for High-Net-Worth Clients. Be the first to apply!
Related searches
- it risk analyst Chicago, IL
- senior quantitative risk analyst Chicago, IL
- risk analyst Chicago, IL
- information risk analyst Chicago, IL
- operational risk specialist Chicago, IL
- third party risk analyst Chicago, IL
- transaction risk analyst Chicago, IL
- risk compliance officer Chicago, IL
- operational risk consultant Chicago, IL
- governance risk & compliance analyst Chicago, IL