High Net Worth Personal Risk Advisor
Usi, Inc.
A leading insurance firm is seeking a Personal Risk Specialist to focus on the insurance needs of high net worth clients. Responsibilities include scheduling appointments, achieving sales goals, and developing relationships with centers of influence. Candidates should have strong communication skills, at least 3 years of experience in insurance sales, and be capable of traveling frequently. The position offers competitive pay and a supportive work environment. #J-18808-Ljbffr Usi, Inc.
- ...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
- ...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 worthRemote jobContract workLocal areaFlexible hoursNight shift
- ...explanations, renewal strategies, and risk-improvement requirements.... ...one major segment, such as personal lines, commercial property, general... ..., sound risk judgment, and high attention to detail. ~... ...market, national-account, or high-net-worth segments. Start Date ~ Immediately...PersonalHigh net worthContract workSummer workImmediate startRemote work
$65k - $80k
...Serves as point of contact for High Net Worth clients in the movement or consolidation of assets. About The Role Are you a FINRA Series... ...a High Net Worth Client Case Representative supporting our Personal Investor clients. At Vanguard, we have a client-first...PersonalHigh net worthWork at office$60k - $70k
...Experience Coordinator (Executive Assistant to Wealth Advisor) Carnegie Private Wealth · Charlotte, NC (... ...travel Schedule and confirm meetings directly with high-net-worth clients by phone and email Send personal notes, gifts, and milestone touches that make clients...PersonalHigh net worthFull timeWork at office$76.32k - $127.21k
...team is looking for a highly motivated and qualified... ...Financial Planner to support advisors in all aspects of... ...strong understanding of personal financial planning concepts... ...Experience, High Net Worth Services, and Tax Planning... ...wealth management, risk management, and education...PersonalHigh net worthWork at officeWork from home- ...thought leadership across various donor segments, including high-net-worth individuals, strategic foundations, and institutions. This role... ...for those with 8 years' in fundraising and a strong personal track record. The role requires a candidate with deep analytical...PersonalHigh net worth
- High Net Worth Personal Lines Account ManagerPosted 3 weeks ago# 10310 Charlotte, NCHigh Net Worth Personal Lines Account ManagerAbout the RoleAn independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team....PersonalHigh net worthImmediate start
- ...Wealth Advisor A Wealth Advisor plays a pivotal role in managing... ...growing relationships with high-net-worth clients. As a Wealth Advisor... ...your expertise to deliver personalized wealth management strategies... ...understand clients' goals, risk profiles, and financial...PersonalHigh net worthWork at office
- ...Insurance, in Rock Hill , SC, is looking for a motivated Commercial Risk Advisor to grow our presence across North Carolina and South Carolina... ...to our team ~ A culture that invests in the whole person, not just the employee, with real support for your growth beyond...PersonalFull timeFlexible hours
- ...Risk Advisor - Select Business Unit Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a... ...inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes...PersonalWork at office
- ...portfolio management guidance to High Net Worth clients. Are you a Certified... ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to... ...consider client suitability, risk tolerance, appropriate saving... ...your professional and personal life while making a meaningful...PersonalHigh net worthWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Future. Your Towne. Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented... ...inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes...PersonalFull timeWork at office
$175k - $210k
...that works for you. We value high performance, but we don't believe... ...owners, entrepreneurs, high-net-worth individuals, and growing... ...Director, you'll serve as a trusted advisor to clients while playing an... ...help clients achieve their personal and business goals.Oversee...PersonalHigh net worthLocal area- ...client maintenance and service for existing high net worth clients as well as the on-boarding... ...responsibility and the accountability to serve as risk managers for their businesses by... ...general office equipmentAbility to use a personal computer and job-related softwareMS Word...PersonalHigh net worthFull timeWork at office
$91k - $202.8k
...opportunity to contribute to the company’s success. As a(n) Technology Risk Advisor within PNC's Technology Risk organization, you will be based... ...(EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age...PersonalFull timeTemporary workPart timeWork experience placementWork at office- ...planning and compliance functions for ultra-high net worth individuals and their families, ensuring... ..., and team utilization; identify margin risks, scope creep, or inefficiencies, and... ...along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper...PersonalHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$51.43k - $105.52k
...Provides in-office client and advisor support to a team of Wealth... ...Advisors managing a portfolio of high net-worth clients. Closely works with... .... # Work within the Truist risk framework to prioritize... ...responsive and professional personal service to Wealth clients #...PersonalHigh net worthWork at officeLocal areaFlexible hoursNight shift- ...an interconnected network of financial advisors with a shared vision servicing entrepreneurs... ...to serve a client base consisting of high-net-worth families and business owners. As a... ...clients via telephone, email, and in-person in a professional manner to ensure requests...PersonalHigh net worthWork experience placementWork at office
- What You'll Do:Serve as the primary risk SME for data-related risks across Personal Wealth.Provide independent guidance and challenge regarding data governance... ..., and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to...PersonalFull time
- ...advisory services to TIAA's highest net worth and most influential clients.... ...to Wealth Management Advisors, by developing and enhancing... ...planning strategies directed to high-net-worth individuals. The... ...client’s financial situation and personal circumstances, while...PersonalHigh net worthWork at office
$50 per hour
...that supporting your professional and personal goals is the best way to help our clients... ...to build a fulfilling career.The Tax Advisor, Wealth Management will be responsible... ...and ability to meet with sophisticated high net worth individuals to articulate complex tax provisions...PersonalHigh net worthFull timeWork at officeLocal area3 days per week- ...empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a... ...assets. We combine a boutique’s personal service, creativity and objective... ...exclusive network of best-in-class advisors, capabilities and solutions to create...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...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
- Aritzia in Charlotte, NC is seeking a Risk Associate to join our Enterprise Risk Management team. You will support day-to-day loss prevention... ...partners across functions, commitment to values, and ongoing personal and professional development within a leading fashion retailer....Personal
$127.63k - $237.01k
...Develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals and... ...profitability and portfolio risk and is responsible for profitable growth... ...from clients and Center of Influences, personal community involvement, and from internal...PersonalHigh net worthRemote work$52k - $102k
WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing... ...and polished presence and communications for virtual or in-person meetings. Strong analytical and mathematical skills. WHY CHOOSE...PersonalWork at officeLocal area- ...Sustainability initiatives and inclusive corporate culture. Our Risk Solutions team is currently seeking a Risk Solutions Consultant... ...focused. PHYSICAL DEMANDS AND WORK ENVIRONMENT Ability to use a personal computer and other standard office equipment. Ability to work...PersonalFull timeTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Job Description Job Description About the Role An independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies...PersonalHigh net worthLong term contractPermanent employmentContract workTemporary workImmediate start
$91.77k - $212.75k
...and achieve objectivesAct with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work... ..., and OutlookStrong technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State Taxation TheorySolid...PersonalHigh net worthH1bLocal areaWeekend work
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