High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services in Metairie is seeking a Personal Risk Specialist to focus on the unique insurance needs of affluent clients. This outside sales position requires developing client relationships, achieving sales goals, and delivering personalized risk management solutions. The ideal candidate has at least 3 years of relevant experience and strong communication skills, with the ability to travel frequently. Competitive pay, commissions, and benefits are offered. #J-18808-Ljbffr USI Insurance Services
- Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused... ...the 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 officeAfternoon shift
- Personal Risk Specialist - Metairie at USI Insurance Services Location: Metairie, LA General... ...unique insurance needs of affluent/high net worth clients. In addition to cross‑selling,... ...staff. Act as a trusted partner and advisor to clients and prospects. Support cross...PersonalHigh net worthWork at officeWorldwideFlexible hoursAfternoon 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 worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
- ...firm that specializes in serving closely held companies and high net worth individuals. We provide a full spectrum of professional services... ...all hours over 40). 10 days paid vacation & 7.5 days paid personal time per year (start accruing immediately) Paid continuing education...PersonalHigh net worthImmediate start
- ...an Executive Assistant who will provide high-level support to the Managing Partner of... ...management, calendar and travel coordination, and personal assistant responsibilities. The... ...working with a senior executive or high-net-worth individual. Key Attributes...PersonalHigh net worthFull timeWork at officeImmediate startMonday to FridayFlexible hours
- ...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 workPrivate practiceWork at officeLocal area
- ...delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust... ...relationships Delivers object and sound personal financial planning and advisory concepts to defined...PersonalHigh net worthLocal area
$76k - $125.3k
...support designed with your own personal skills and experience. EY is... ...tax planning and advising of high net worth individuals and families,... ...you to develop into a trusted advisor role to client. You will work... ...Identifying and reacting to risks and opportunities to improve...PersonalHigh net worthWork experience placementSummer holidayLocal areaFlexible hours- ...Role Specifics As a Merrill Advisor Development Program - Financial... ...Advisor, you will work with high‑net‑worth individuals to identify needs... ...objectives, resources, time horizon, risk profile, and preferences... ...compliance, and personal development according to day‑...PersonalHigh net worthInterim roleImmediate startShift workDay shift
- ...for existing clients through prospecting, personal efforts, networking and referrals. What... ...Experience selling Sage Intacct is highly preferred. Bachelor's degree in fields... ...middle‑market companies, as well as high net worth individuals, family offices, not‑for‑profit...PersonalHigh net worthContract workLocal areaFlexible hours
- ...entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities... ...liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner. Operate...High net worthFull timeWork at officeLocal area
- ...located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product delivery, managing risks, and developing client relationships. Ideal candidates will have 10 years of...High net worth
$120 - $150 per hour
...Private Client Services in New Orleans, Louisiana. This role involves reviewing complex individual tax returns and compliance for high-net-worth clients, with an opportunity to work remotely across the United States. Candidates must have a valid CPA license and extensive...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
EY is looking for a Seasonal Tax Manager for Private Client Services, handling high-net-worth individuals' tax concerns. Responsibilities include reviewing tax returns, income tax planning, and compliance for partnerships and S-Corps. Candidates should have a valid CPA...High net worthRemote jobHourly paySeasonal work- ...their financial needs. A Private Client Advisor in Chase Wealth Management offers... ...individuals and families, from early savers to high‑net‑worth clients. You will provide an... ...Build a book of business and deliver personalized investment solutions to clients, focusing...High net worth
- ...experience providing tax compliance and consulting services to high-net-worth individuals 5+ years of supervisory experience, mentoring... ...but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location...High net worthLocal area
- ...consultancy is seeking an experienced tax professional for a role focused on preparing and reviewing complex individual tax returns for high net worth clients. Responsibilities include advising clients on tax planning and collaborating with a specialist team to deliver tailored...High net worthFlexible hours
$90 - $120 per hour
...equity‑owned companies. You will work on high‑growth private company clients, handling... ...tax returns. Income tax planning for high‑net‑worth individuals and families. Partnership... ...compliance. Knowledge of federal and state personal and trust income tax. Understanding of...High net worthHourly paySeasonal workRemote work- Job Function / Summary Wealth Advisors are responsible for developing comprehensive, integrated... ...multigenerational wealth strategies for high net worth clients to include the placement of... ...clients as well as investments and risk at a level to discuss needs and propose...High net worthLocal area
$70k - $100k
..., dependent on experience. We offer a comprehensive, industry‑leading compensation and benefits package designed to support your personal and professional well‑being: Paid time off and paid holidays 401(k) with company match: 100% match on contributions up to 3%, plus...PersonalContract workWork at officeLocal area- A leading financial services provider in New Orleans seeks a Financial Advisor to work with high-net-worth individuals in developing relationships and providing comprehensive investment recommendations. Candidates must hold Series 7 & 66 licenses and have proven experience...High net worth
- Hancock Whitney is seeking a Wealth Advisor in New Orleans, Louisiana, to develop comprehensive wealth strategies for high net worth clients. The role involves prospecting, delivering financial services, and maintaining relationships with current clients. The ideal candidate...High net worth
- A financial services company in New Orleans is seeking a Private Banker 4 to coordinate wealth services for high net worth clients. The ideal candidate will have extensive experience in Private Banking, strong financial analysis capabilities, and the ability to develop...High net worthFull time
- Home Care Association of America - - Responsibilities: Performs personal care activities that assist the patient with activities of daily living; Personal Hygiene; Ambulation/Transfers; Dressing/Shaving; Prepares meals and snacks according to instructionsPersonal
- ..., 2026 Class | New Orleans, Lafayette, Baton Rouge Unpaid • High Commitment • High Opportunity ELIFIN® is Louisiana's #1 commercial... ...communicating with business owners, investors, and high-net-worth individuals Gritty, likable, curious, competitive, and believe...High net worthFull timeApprenticeshipInternshipSecond jobWork at officeLocal area
- ...Parental Leave Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance, because that's important for... ...abilities. Requirements Superior numeric skills with a high level of interest in working with data. Strong communication, organizational...PersonalTemporary workLocal area
- ...protection to principals during business, personal, and travel activities Conduct advance... ...Demonstrated ability to operate in high-pressure and dynamic environments Strong... ...Experience supporting C-suite executives or high-net-worth individuals Knowledge of protective...PersonalHigh net worthLocal areaFlexible hoursNight shift
- Hilton Cleaner (Room Attendant) Job Description A Hilton Cleaner (Room Attendant) is responsible for maintaining clean, comfortable, and welcoming guest rooms and public areas. This role ensures Hilton's quality standards are met by providing exceptional cleanliness...Personal
- Senior Helpers - - Responsibilities: Provide personal care and daily living assistance to clients; Prepare meals for clients; Assist with walking, dressing, and daily activities; Engage clients in conversations and activities; Document and report client progress and conditionPersonal
- A leading engineering firm in Metairie, Louisiana is seeking a Proposal Manager to manage proposal processes for private and government clients. The ideal candidate will have over 5 years of experience in proposal development and excellent communication skills. Responsibilities...
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