Senior High-Net-Worth Personal Risk Advisor
USI Insurance Services
A leading insurance brokerage is seeking a Personal Risk Specialist in Overland Park, Kansas. This outside sales role focuses on the unique insurance needs of affluent clients, requiring strong communication skills and the ability to develop client relationships. The ideal candidate should have at least 3 years of experience in personal insurance sales and be willing to travel for client visits. This full-time position offers competitive compensation and the opportunity to work within a dynamic team. #J-18808-Ljbffr USI Insurance Services
$115k - $150k
...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs. The Private Risk Advisor (PRA) is an...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours- ...a diverse team helping high-profile clients understand... ...a Tax Manager / Senior Manager Private Markets... ...Serve as the trusted advisor to family offices on strategic... ...issues for ultra-high net-worth individuals and families... ...and a robust suite of personal well-being benefits to...PersonalSeniorHigh net worthWork at officeLocal area
$126.5k - $208.7k
...you do and where you do it. Job Category Risk Control Compensation Overview The annual... ...designs and oversees delivery of valued and high quality Property Risk Control services to... .... Identifies methods for improving personal productivity and shares these with staff....PersonalSeniorLocal areaLong distanceNight shift- ...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 worthWork at officeLocal areaAfternoon shift
$93k - $109k
## Senior Tax Accountant - Commerce TrustApplylocations: MO - Kansas City Downtown/Plaza... ...with current and prospective high net-worth clients* Coordinate scanning documentation... ...life insurance, paid vacation, and paid personal time. In addition, we offer career development...PersonalSeniorHigh net worthWork experience placementLocal areaShift work$23.8 - $27.65 per hour
Senior Securities Specialist - Asset Set-Up page is... ...Investment, and Special Asset Advisors/Portfolio Managers**... ...reflected on High-Net-Worth Trust Client Reporting... ...impacts and reputational risk* Identify and mitigate... ...paid vacation, and paid personal time. In addition, we...PersonalSeniorHigh net worthHourly payFull timeWork at officeMonday to FridayShift work3 days per week- Morgan Hunter is seeking a highly motivated and experienced Tax Staff & Seniors to join our team in Overland Park, Kansas. You will prepare tax returns for various entities including individuals and corporations, provide tax planning, and ensure compliance with tax regulations...SeniorHigh net worth
- Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...SeniorHigh net worth
- ...Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About... ...for corporations, partnerships, and high‑net‑worth individuals Provide strategic tax... ...relationships, serving as a trusted tax advisor Mentor, train, and develop staff members...SeniorHigh net worthFull timeRemote workFlexible hours
$60k - $200k
...Lines Sales Executive (Client Advisor) World Insurance... ...informed decisions to improve their risk management outcomes, modernize... ...the U.K. World specializes in personal and commercial insurance, surety... ...commercial lines insurance, high net worth / private client, employee...PersonalHigh net worthBase plus commissionImmediate start- Travelers Canada is looking for a professional to provide risk management consulting services within Overland Park, Kansas. This role involves maintaining client relationships, developing comprehensive risk control plans, and educating clients on best practices for loss...SeniorRemote workFlexible hours
$110k
...firm serving small business owners and high-net-worth individuals who want a proactive, year-... ...visible and matters. They are adding a Senior Tax Specialist to take ownership of an... ...must be coupled with sacrificing your personal life to succeed in your professional...PersonalSeniorHigh net worthSeasonal workHome officeMonday to Friday- ...Digital Marketing Associate Advisors Excel is on the hunt for a... ...primarily on Meta) to generate high-quality leads and booked... ...systems) ~ Familiarity with high-net-worth (HNW) or financial services... ...site primary care Continuous personal and professional development...PersonalHigh net worth
- ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory... ...responsible for working with high-net worth individuals identifying needs... ..., resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...candidate will have at least two years of security experience, strong IT skills, and excellent communication abilities. Tutera Senior Living offers competitive wages and numerous benefits, emphasizing personal growth and employee development. #J-18808-Ljbffr Reserve at MissionPersonalSenior
- ...complete trust services in the areas of personal trust administration, estate planning, investment... ...as the primary point of contact for high-net-worth clients, addressing their inquiries,... ...trust assets in alignment with clients' risk tolerance, investment objectives and...PersonalHigh net worthWork at office
- ...Personal Bankers - Universal Banker 3 For 100 years, Bank of Labor... ...maintaining strong internal controls, risk management, and regulatory... ...requirement includes a high school degree or equivalent with... ...low difference. Manage high net-worth client relationships to ensure...PersonalHigh net worthLocal area
- U.S. Bank is seeking a Private Wealth Advisor in Kansas City, MO, to support clients in achieving their financial objectives through... ...services. You'll identify and build relationships with High Net Worth clients while collaborating with a team of experts in various...SeniorHigh net worth
$99.75k - $157.06k
UMB Bank is hiring a Senior Investment Strategist in Kansas City to lead investment solutions for high-net-worth clients. This role involves overseeing investment strategies and management of advisory accounts. The ideal candidate should possess a college degree, with 8...SeniorHigh net worth- ...allied health professionals, certified personal trainers, financial advisors, skilled trades professionals and... ...YOU'LL DO Ascend Learning is hiring a Senior Compensation Analyst to join our... ...a fast-paced, evolving environment. High level of discretion in handling sensitive...PersonalSeniorWork at officeLocal areaRemote workFlexible hours
- Bankoflabor is seeking a Personal Banker in Shawnee, KS, to assist customers in various banking functions. This role requires 2 years of... ...security policies, and provide excellent service to clients. A high school diploma is required, and a college degree is preferred. Knowledge...PersonalSenior
- Bankoflabor in Shawnee, KS is seeking a Personal Banker level III. This role involves assisting clients with banking operations and personal... ...under supervision. The ideal candidate has a minimum of a high school degree and experience in retail banking and sales. Join a...PersonalSenior
- ...Overland Park. The successful candidate will support the Latitude Risk Programs, manage product development processes, and ensure... ...proficiency in SQL and Excel. Join a diverse and inclusive team dedicated to personal and professional growth. #J-18808-Ljbffr Lockton CompaniesPersonalSenior
- ...there’s no stopping you! Job Title: Senior Loan Coordinator Job Description:... ...Coordinators during vacations and other high-volume periods. Participates on internal... ...Software Skills: Skilled in operation of a personal computer, including Microsoft Office...PersonalSeniorFull timeWork at officeLocal area
- ...Tax Senior – Public Accounting | Hybrid | Growth-Focused CPA Firm Are you ready to take the next step in your public accounting career... ...of both worlds — the resources of a larger practice and the personal touch of a close-knit team. They’re seeking a Tax Senior to join...PersonalSeniorWork at officeLocal areaRemote work
- Dormont Manufacturing Co in Missouri is looking for a Wealth Advisor to provide support to high-net-worth clients. The successful candidate will manage client relationships, deliver financial planning advice, and contribute to business development opportunities. Applicants...SeniorHigh net worth
- ...qualified candidates for the position of Senior Direct Support Professional for their Day... ...assists with, or coaches individuals on personal care needs; provides crisis interventions... ...Job Requirements Minimum Job Requirements: High school diploma or equivalent and two...PersonalSenior
- UMB is seeking a Senior Investment Strategist in Kansas City to work with high-net-worth clients, creating custom investment solutions. The role involves overseeing the investment strategy and asset allocation, focusing on clients with at least $3 million in investable...SeniorHigh net worth
$140k - $160k
A premier advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience...SeniorHigh net worthRemote workFlexible hours$20.5 - $22.5 per hour
Allegro Senior Living, LLC in Overland Park seeks a Medication Assistant (CMA) to assist residents with medication... ...Responsibilities include supporting residents with personal care and collaborating with staff to ensure high-quality care. The ideal candidate will have CMA...PersonalSeniorHourly payFull timePart timeShift work
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