High Net Worth Personal Risk Advisor
$50k - $200kAndreini
Andreini & Company in Boston, MA is hiring a Personal Risk Advisor for High Net Worth clients. This full-time position focuses on achieving sales quotas while utilizing advanced sales tools and mastering areas of insurance. A 4-year degree and relevant insurance license are required, along with 2-5 years of sales experience. The compensation ranges from $50,000 to $200,000+, with additional commission-based earnings. Excellent benefits, including medical, dental, and PTO, are also provided. #J-18808-Ljbffr
$50k - $200k
...tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...PersonalHigh net worthFlexible hours$50k - $200k
...tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...PersonalHigh net worthFlexible hours$50k - $200k
...Personal Risk Advisor - High Net Worth Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at...PersonalHigh net worthFull timeWork at officeFlexible hours$50k - $200k
...Personal Risk Advisor - High Net Worth Full-time Department Name: Sales Office Type: Hybrid Job Description Reports To: VP of Sales/Market Leader Duties and Responsibilities: Meets established sales quotas on monthly, quarterly, and annual basis. Utilizes Trucordia sales...PersonalHigh net worthFull timeWork at officeFlexible hours$85k - $95k
...Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk... ...and insurance consultation to high net worth individuals and family offices with complex... ...and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours$67.5k - $125.8k
...Sales And Risk Consultant Our not-so-secret sauce. Award... ...America, we combine the personalized service model of a local consultant... ...(BDEs) and Client Advisors (CAs) as appropriate to grow... ...Consultant experience with high-net-worth clients essential ~ P&C licensed...PersonalHigh net worthMinimum wageContract workLocal areaFlexible hoursNight shift$350k - $400k
...looking for a seasoned tax professional who has worked with ultra-high-net-worth clients. This is a client-facing leadership role with... ...also an option. This is a Hybrid opportunity. Responsibilities: Personal, fiduciary, foundation, gift, and estate Tax compliance and consulting...PersonalHigh net worthRelocationFlexible hours$67.5k - $110k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused... ...unique insurance needs of affluent/high net worth clients. In addition to cross-selling,... ...relationship as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift$50k - $200k
...High Net Worth Account Manager A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium...PersonalHigh net worthPrivate practiceWork at office- ...Oliver Wyman, LLC is seeking a Personal Lines Motorsports Account Executive to provide exceptional service to high-net-worth clients with motorsports and collector vehicles. You will support a high-volume portfolio and deliver tailored coverage solutions while managing...PersonalHigh net worthRemote work
- ...services in relation to their needs Be viewed as trusted personal and business advisor by clients Direct multiple engagements which include... ...Demonstrated success providing consultative service to high-net-worth individuals and families Market leading technical...PersonalHigh net worthWork at office
$80k - $95k
...Acrisure is seeking a Personal Lines High Net Worth Account Executive in Needham, MA, to manage client relationships and provide expert coverage recommendations. This role requires 3–5 years of experience in personal lines insurance, preferably with high-net-worth clients...PersonalHigh net worth$139.8k - $297.9k
...Strategic Risk Advisor As a global leader in insurance broking and risk management, Marsh... ...growth by building capabilities, developing high-performing teams, and securing new... ...marital status, nationality, parental status, personal or social status, political affiliation,...PersonalMinimum wageFor contractorsWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$225k
...during the summer and a culture that respects personal time and boundaries. Employer of... ...of choice while handling sophisticated, high-value Trusts & Estates matters. Duties... ...and fiduciary litigation. Advise high-net-worth clients on wealth transfer, tax planning,...PersonalHigh net worthSummer workRemote work- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
- ...for this position.**## The RoleFidelity Personal Trust Company, FSB (FPTC) is looking... ...business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The... ...prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President...PersonalHigh net worthWork at office
$112.68k - $169.02k
...and Position Requirements Dedicated to high-caliber client service Supervise staff... ...compliance and planning services to high net worth individuals and family groups ~ CPA or... ...maintaining a healthy balance between work and personal life. We support this through a variety...PersonalHigh net worthCasual workWork at officeFlexible hours- ...Seeking a hybrid Personal Lines UHNW & Family Office SR Account Manager for a top 5 national retail broker located in Dedham, MA or... ...larger. Your Impact ~ Service family office and ultra high net worth clients with accounts that are 50k in premium or larger....PersonalHigh net worthWork at officeRemote work2 days per week
$125k - $150k
...all aspects of administration and client service for high net worth families and family offices Effective communication with... ...for assigned accounts Collaborate with outside advisors concerning client’s personal, trust and other entities tax information Prepare letters...PersonalHigh net worthTemporary workWork experience placementWorldwide$250k - $300k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...ideal candidate will have experience in estate planning for high net worth clients, representing individuals, trusts, partnerships, limited...PersonalHigh net worthWork experience placementPrivate practiceWork at office- ...Risk Advisor - Employee Benefits page is loaded## Risk Advisor - Employee Benefitslocations: Dedham, MAtime type: Full timeposted on: Posted... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalWork at officeLocal area
- ...by demonstrating expertise in private banking and delivering personalized financial solutions. Liaise with internal teams to... ...communication and interpersonal skills, with the ability to engage with high-net-worth clients. In-depth knowledge of financial products,...PersonalHigh net worthFull timeFlexible hoursShift work
$245k - $275k
...partners closely with Finance, Claims, Product, and Risk to deliver high-quality reserve insights that inform financial reporting... ..., including leadership experience. Experience in personal lines reserving; high net worth experience is a plus. IFRS17 reporting knowledge...PersonalHigh net worthFull time- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workLocal area
- ...Client Services (PCS) team. In this highly visible leadership role, you will serve high-net-worth individuals, family business owners,... ...acuity to serve as a trusted, long-term advisor to clients navigating complex and often highly personal financial decisions. What You Will...PersonalHigh net worthFor contractorsLocal areaFlexible hours
- ...that supporting your professional and personal goals is the best way to help our clients... ...issues. Serving as a trusted advisor directly to Private Banking clients by... ...needed. Build a network of contacts in high-net worth communities by actively participating in...PersonalHigh net worthLocal area
$80k
...Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning... ...comprehensive service model. Interacting with high-net-worth individuals, executives, business... ...people’s lives parallels your drive for personal and professional growth. Mission Wealth...PersonalHigh net worthFull timeImmediate start- Tax Manager, Private Client (High Net Worth) We are located near the Needham, Mass area and we are a boutique law... ...will supervise a small team, coordinate with advisors, and provide technical guidance on complex personal tax issues. Key Responsibilities Manage and review...PersonalHigh net worthPrivate practiceWork at office
$60k - $200k
...informed decisions to improve their risk management outcomes,... ...the U.K. World specializes in personal and commercial insurance, surety... ...Sales Executive (Client Advisor) Position Overview World... ...commercial lines insurance, high net worth / private client, employee benefits...PersonalHigh net worthBase plus commissionImmediate start- ...meet the wealth management needs of ultra-high net worth individuals and families. We strive to... ...and develop skills to become a wealth advisor with exposure to investment management,... ...Collecting, organizing, and managing personal and financial client information Developing...PersonalHigh net worthWork experience placementWork at office
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