High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services is looking for a Personal Risk Specialist based in New York City. This role involves outside sales focused on serving high net worth clients, building relationships, and achieving sales goals through effective prospecting and consultations. Ideal candidates will have at least 3 years in personal insurance sales, outstanding communication skills, and a personal lines insurance background. USI offers a comprehensive benefits package, including medical, dental, and generous paid time off. #J-18808-Ljbffr USI Insurance Services
$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- ...tax solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...and advisory services for our high net worth business clients Work as part of a multi... ...insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your...PersonalHigh net worthFull timeLocal area
- The USI Insurance Services is looking for a Private Risk Advisor in New York. This role focuses on cultivating relationships within the high net worth market, providing tailored insurance consultation and risk management services to wealthy individuals and families. The...High net worth
- ...Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and... ...advisory services. Candidates should have a minimum of 5 years in personal lines insurance and an active Property/Casualty License. The...PersonalHigh net worthRemote jobWork at office
- ...a Senior New Business Development professional to join our Personal Lines team. You will develop marketing and target strategies, work with private client advisors, and pursue new business with high net worth clients across the Northeast. This hybrid role requires 5+ years...PersonalHigh net worth
- ...benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!We... ..., extensions, and quarterly projections, focusing mainly on high-net-worth individuals, trust returns, and affiliated entitiesInteract closely...PersonalHigh net worth
$150k - $165k
...Overview A private client is seeking a Personal Assistant . This position provides day-to-day support to the client at both their... ...Executive/Personal Assistant working with senior executives or high net-worth individuals Tech savvy and able to effectively troubleshoot technology...PersonalHigh net worthWork at officeLocal area$110k - $120k
...Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal, financial, and administrative needs. Successful candidates will have a strong background in wealth management...PersonalHigh net worthWork at office- ...Ultra High Net Worth Individual is seeking an Executive Personal Assistant who will provide advanced business, administrative, and personal support. Responsibilities Include: Manage detailed calendars for both business and personal engagements Schedule meetings with internal...PersonalHigh net worthWork at office
- ...Estate Management & Staff Oversight About the Company Ultra high net worth client managing multiple homes and household staff.... ...will be responsible for working closely with and supervising a personal assistant, household staff, and various contractors and vendors...PersonalHigh net worthFor contractorsSeasonal workFlexible hours
- As a wealth advisor you will work directly with the wealth management team to create comprehensive... ...be driven to grow professionally and personally. Responsibilities Work with wealth... ...wealth management advice to high net worth clients Prepare thoughtful, customized...PersonalHigh net worth
$55k - $70k
...independent insurance agency in Brooklyn is looking for a high performing Personal Lines Account Manager to join their growing team. You will... ...insurance license required Experience working with High Net Worth (HNW) clients a huge plus Compensation & Benefits $55-70,...PersonalHigh net worth- HCC Service Company, Inc. is looking for a Business Development Director for Personal Lines Cyber solutions, focusing on driving sales in the homeowners and high-net-worth markets. The role requires a seasoned professional with an established book of business and a passion...PersonalHigh net worthRemote job
- ...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 worthWorldwideFlexible hours
$60k - $150k
...Accountants at various levels (Staff, Senior, Manager) to serve high-net-worth individuals, S-Corps, and partnerships. With a competitive... ...leading client portfolios. Join a team that emphasizes a balance between work and personal life. #J-18808-Ljbffr The Salters GroupPersonalHigh net worthRemote jobFlexible hours$146k - $178k
...Liability, Hull, Cargo and Specie, Political Risk, Property, Accident and Health,... ...Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help... ...create an impact Comply with the terms of personal underwriting authority. Work with the...PersonalHigh net worthWork 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$95k - $120k
...High Net Worth Personal Lines Account Executive Location: Long Island, NY Schedule: Full-time... ...structures and identify gaps, exposures, and risk-management needs. Handle renewals,... .... Our clients consider us trusted advisors, relying on the highly personalized...PersonalHigh net worthFull timeWork at officeMonday to Friday$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... ...successful in the role Property and Casualty Insurance License and/or Personal Lines Insurance License, required and must be maintained....PersonalWork at officeLocal area$80k - $105k
...venture capital firms, real estate firms, private foundations, and high-net-worth and ultra-high-net-worth individuals. You will have... ...the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration...PersonalHigh net worthFull time$100k - $250k
Risk Advisor - Commercial Lines page is loaded Risk Advisor - Commercial Lines Apply locations US Remote time type Full time posted on Posted... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalFull timeWork at officeLocal areaRemote work$60k - $200k
...America and the U.K. World specializes in personal insurance solutions for affluent and high-net-worth individuals, alongside commercial... ...solutions. Our collaborative platform allows advisors to deliver comprehensive, customized risk management strategies that evolve with...PersonalHigh net worthBase plus commissionImmediate start$87.03k - $138.97k
...financial planning materials for high-net-worth and ultra-high-net-worth... ...ensure client's current goals, risk tolerance and constraints are... .... Deliver a high degree of personal contact and open communication... ...with Bloomberg, Morningstar Advisor, eMoney, or other financial databases...PersonalHigh net worthBank staffRemote workShift work- The Jonus Group is seeking a dedicated High Net Worth Personal Lines Account Manager in New Jersey. This position involves managing a portfolio of high-value personal lines accounts, ensuring exceptional customer service and assistance with renewals and policy changes....PersonalHigh net worth
$150k - $175k
RTW Investments, LP is hiring a Senior Personal Assistant in New York City. This role supports high-net-worth individuals and involves managing seamless lifestyle and concierge services. Ideal candidates should have 15+ years of experience, exceptional interpersonal skills...PersonalHigh net worthWeekend workAfternoon shift- Jonus Group is seeking a dedicated High Net Worth Personal Lines Account Manager in New Jersey. This role focuses on managing high-value personal lines accounts and delivering exceptional customer service with a client-first mindset. The ideal candidate has at least 3 years...PersonalHigh net worthRemote work
- CitiStaffing is seeking an Executive Personal Assistant to provide advanced business, administrative, and personal support for a High Net Worth Individual. Responsibilities include managing detailed calendars, scheduling meetings, organizing travel, and serving as a gatekeeper...PersonalHigh net worthWork at office
- ...supporting your professional and personal goals is the best way to help... ...is the trusted and preferred advisor for private businesses, their... ...contact point for both high-net-worth clients and endowment & foundation... ...non-receipt of mailing. Risk Management & Administration As...PersonalHigh net worthWork at officeLocal area
$220k - $380k
...portable book of business within one LATAM market — Argentina, Brazil or Mexico — and will manage ultra-high-net-worth clients. This is an opportunity to leverage strong personal client relationships in a well-resourced environment with competitive compensation ranging...PersonalHigh net worth$100k - $250k
...driven, and focused Financial Advisors to join our fast-growing firm... ...while providing a very high level of coordinated advice and... ...relationship. Our target market is high-net-worth Individuals with assets in... ...commitment to integrity in personal and professional activities...PersonalHigh net worth
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