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
$85k - $100k
...managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent)... ...client review with thorough risk assessment of current and future... ..., as needed. Maintain a high degree of accuracy in agency management... ...~8 years' experience in Personal Lines Property & Casualty...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours$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 Private Client Advisor Our not-so-secret sauce. Award-winning... ..., we combine the personalized service model of a... ...successfully support a high-volume book of... ...counsel on complex risks. Provides proactive... ...experience with High Net Worth clientele ~ Property...PersonalSeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$66k - $123.1k
...you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency... ..., we combine the personalized service model of a... ...successfully support a high-volume book of... ...counsel on complex risks. Provides proactive... ...experience with High Net Worth clientele ~ Property...PersonalSeniorHigh net worthMinimum wageLocal areaFlexible hoursNight shift$90k - $110k
...Tax Senior Associate At EisnerAmper, we look for individuals... ...Associate to join the Private Client Services (PCS) team. We are seeking... ...closely held businesses and high net worth individuals with the... ...their unique operational and personal dynamics. About EisnerAmper...PersonalSeniorHigh net worthTemporary workLocal area$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$110k - $180k
.... EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin,... ...and compliance functions for ultra-high net worth individuals and their families, with... ...with their unique operational and personal dynamics. About...PersonalSeniorHigh net worthTemporary workPrivate practiceWork at officeLocal area$110k - $250k
...complex and diverse variety of clients, or specialized if you prefer... ...a fulfilling career, personal health, well being and family... ...Culture Flexible Hours Large net but regional focus = growth opportunity... ...1+ year as a Tax Manager High Net Worth experience CPA...PersonalSeniorHigh net worthLocal areaRemote workFlexible hours$132.1k - $301.6k
...side with a range of clients from our most... ...designed with your own personal skills and... ...acumen. As a Senior Manager in Private... ...provide tax advice on High Net Worth Individuals’ personal... ...into a trusted advisor to clients. You will... ...on quality and risk management while navigating...PersonalSeniorHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible 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 hours$159.97k - $188.2k
...U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...SeniorHigh net worth- ...Join a diverse team helping high-profile clients understand, analyze, and... ...is currently seeking a Tax Senior Associate to join our Family... ...strategic decisions based on their personal objectives Train, mentor... ...years of focus on high net worth individuals, flow-through...PersonalSeniorHigh net worthFull timePrivate practiceWork at officeLocal area
- LeoForce, a national CPA firm, is seeking a Senior Tax Manager in Chicago, IL. This role offers exceptional work/life balance while allowing you to work with a diverse range of clients, including High Net Worth individuals. The ideal candidate will have a BS/BA in accounting...SeniorHigh net worthRemote job
$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- Bank of America seeks a skilled professional to expand client relationships in Chicago. This role emphasizes driving new business while... ...products. Applicants should have extensive experience with high-net-worth clients and be capable of fostering strong partnerships. Key...SeniorHigh net worth
$125k - $175k
...The USI Insurance Services Personal Risk Practice provides comprehensive... ...insurance consultation to high net worth individuals and family offices... ...needs. The Private Risk Advisor (PRA) is an outside sales position... ...families. Attract new clients to Private Risk that meet...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours$110k - $250k
...of experience in Public Accounting and specific expertise in High Net Worth individuals. The role offers a fully remote option, flexible... ...from $110,000 to $250,000 annually. Join us to work with top clients while enjoying a great work/life balance and opportunities for...SeniorHigh net worthRemote jobFlexible hours$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... ...distributions and risk management.... ...efforts with Wealth Advisors, Trust Officers... ...Accountable for personal execution of initiatives...PersonalSeniorHigh net worthFull timeWork experience placementWork at officeLocal area- ...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
$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$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$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- The USI Insurance Services Personal Risk Practice provides comprehensive... ...insurance consultation to high net worth individuals and family offices... ...needs. The Private Risk Advisor (PRA) is an outside sales position... ...families. Attract new clients to Private Risk that meet the...PersonalHigh net worthTemporary workWork at officeFlexible hours
- General Description: The Personal Risk Specialist is an outside sales position focused on... ...unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary... ...as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeFlexible hoursAfternoon shift
- 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
- ...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
$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$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
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