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
- ...Tiers 2 and 3. The role includes providing technical expertise in insurance, ensuring high client retention, and maintaining accurate records. Candidates should have 8 years in Personal Lines Property & Casualty Insurance, a state license, and strong communication skills...PersonalSeniorHigh net worth
$85k - $100k
...completing an annual client review with thorough risk assessment of current and future... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management... ...and Abilities 8 years’ experience in Personal Lines Property & Casualty Insurance along...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours$85k - $100k
...completing an annual client review with thorough risk assessment of current and future... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management... ...and Abilities ~8 years' experience in Personal Lines Property & Casualty Insurance along...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours$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- Join to apply for the Personal Risk Specialist role at USI Insurance... ...insurance needs of affluent/high net worth clients. In addition to... ...relationship as a trusted partner and advisor to clients and prospects.... ...awards and recognitions! Seniority level: Mid‑Senior level...PersonalHigh net worthFull timeWork at officeLocal areaAfternoon shift
$76k - $125.3k
...designed with your own personal skills and experience.... ...and advising of high net worth individuals and families... ...develop into a trusted advisor role to client. You will... ...Identifying and reacting to risks and opportunities to... ...to challenge senior colleagues and stakeholders...PersonalSeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$23.8 - $27.65 per hour
...Investment, and Special Asset Advisors/Portfolio Managers.... ...reflected on High-Net-Worth Trust Client Reporting... ...impacts and reputational risk Identify and mitigate... ...compensation range is for the Senior Securities Specialist... ...vacation, and paid personal time. In addition, we...PersonalSeniorHigh net worthHourly payFull timeWork at officeMonday to FridayShift work3 days per week- A registered investment advisory firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in...SeniorHigh net worth
- ...management firm in Overland Park is seeking an experienced CFP® professional to lead comprehensive financial planning engagements for high-net-worth clients. The ideal candidate will have 5 to 10 years of experience with affluent clients and strong communication skills....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
$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$90k - $140k
Senior Business Analyst - Energy Trading Risk Management Systems With over 7,000 experts in 20 countries, Talan is a global consulting and technology group... ...are cashed out) 8 paid holidays + 5 sick days + 2 personal days per year ️????Company health, dental, and vision...PersonalSeniorWork at office- 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
- ...Description J Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type:... ...for corporations, partnerships, and high-net-worth individuals Provide strategic tax... ...relationships, serving as a trusted tax advisor Mentor, train, and develop staff...SeniorHigh net worthFull timeRemote workFlexible hours
$91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q)... ...Growing as a strategic advisor, you leverage your influence... ...to develop and sustain high performing, diverse,... ...Specialist - Managed Services - Senior Manager, you will lead... ...holiday pay, vacation, personal and family sick leave,...PersonalSeniorFull timeContract workH1b$100k
...Client Advisor Opportunity Naturally Wired is seeking a polished, relationship-driven Client Advisor to guide high-net-worth homeowners through complex, high-value lifestyle decisions... ...genuine rapport, and handle "big" personalities with calm confidence. Professional...PersonalHigh net worthWork from homeFlexible hours- ...Insurance Product Analyst to drive product initiatives. The role requires a minimum of 3 years of insurance experience, particularly in personal lines. Key responsibilities include enhancing product offerings and analyzing profitability drivers. The firm offers a competitive...PersonalSenior
- ...and 12+ years of relevant experience. This role offers the chance to collaborate closely with clients while improving water quality. Competitive compensation in a remote-friendly environment is available, with a focus on results and personal development. #J-18808-LjbffrPersonalSeniorRemote work
- ...balanced approach of technology and personal service, honoring the human... ...and middle-market commercial risks. Financial Stability... ...We are seeking a seasoned Senior Business Analyst to join our Underwriting... ...is expected to operate with a high degree of independence, lead...PersonalSeniorWork at office
- ...Senior Underwriting Specialist, Corporate Accounts, Excess Casualty... ..., Multinational Clients, and High Net Worth individuals. We are... ...we help customers to manage risk, transforming our operating model... ...technology. At AIG, we value in-person collaboration as a vital part...SeniorHigh net worthContract workWork at officeFlexible hours
$76k - $125.3k
A global professional services firm seeks a tax advisor in Kansas City, MO. The role involves preparing and reviewing complex tax returns for high-net-worth individuals. Candidates should have a Bachelor’s in Accounting and significant tax experience with a proven track...SeniorHigh net worth$150k - $200k
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary... ...planning, be CFP certified, and exhibit high emotional intelligence and strong... ...supportive, team-oriented atmosphere for personal and professional growth. #J-18808-Ljbffr...PersonalSenior- ...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
- ...two hands. This is a place for those who believe in hard work, personal responsibility, and the kind of grit that built this country from... ...proven systems and a culture grounded in accountability, pride, and high standards. What You’ll Do Train and mentor new agents,...PersonalSeniorWeekly pay
- A leading theological institution in Kansas City seeks a Major Gifts Officer to manage relationships with high-net-worth individuals, develop strategies for donor engagement, and achieve fundraising targets. Candidates should possess a bachelor's degree and extensive experience...SeniorHigh net worth
- ...or systems engineering, along with a Bachelor's degree in engineering. The firm offers hybrid working options and a comprehensive benefits package, fostering an inclusive work environment focused on personal and professional development. #J-18808-Ljbffr Black & VeatchPersonalSenior
- ...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
- A leading digital infrastructure company is seeking a Senior Compensation Analyst in Overland Park, KS. The role involves assisting with... ...offers a competitive benefits package and opportunities for personal growth within a dynamic team environment. #J-18808-Ljbffr QTS Realty...PersonalSenior
- ...working with Private Wealth Officers and high net worth clients across several delivery... ...client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers'... ...inclusive work environment. We believe in personal and shared accountability. We treat each...PersonalHigh net worthWork at officeLocal area
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