High-Net-Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services seeks an outside Personal Risk Specialist to service affluent clients and develop new business. You will cross-sell, build centers of influence, and present tailored personal risk management programs to high net worth individuals. Expect significant travel and evening meetings as part of delivering consultative insurance solutions. The role emphasizes relationship building, collaboration with Commercial Lines and Employee Benefits teams, and accountability for achieving #J-18808-Ljbffr USI Insurance Services
- ...Risk Advisor Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering... ...In The Role ~ Property and Casualty Insurance License and/or Personal Lines Insurance License is required and must be maintained....PersonalHigh net worthWork at office
- ...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 is an outside...PersonalHigh net worthWork at officeLocal area
$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....PersonalHigh net worthWork at officeLocal area- ...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 workLocal areaFlexible hours
$65k - $80k
...role. Serves as point of contact for High Net Worth clients in the movement or... ...Worth Client Case Representative for our Personal Investor clients at Vanguard. At Vanguard... ...relationships with clients, becoming their trusted advisor during pivotal moments. Expertise...PersonalHigh net worth- Goldman Sachs Ayco seeks a Financial Analyst for Personal Wealth in Dallas, focusing on relationship management, portfolio... ...onboarding and reporting while collaborating with Private Wealth Advisors across high net worth clients. The role emphasizes due diligence, market...PersonalHigh net worth
- Goldman Sachs Personal Wealth is seeking a Finance Analyst to support wealth management specialists... ...delivering comprehensive strategies to high-net-worth clients and select institutions in... ..., and assist with onboarding, risk management, and client reporting. The role...PersonalHigh net worth
$80k - $100k
...Personal Lines Account Manager Overview Seeking a dedicated and experienced Personal Lines... ...a strong background in handling both high-net-worth (HNW) and standard accounts, coupled with... ...accuracy and timeliness. Educate clients on risk management and insurance options...PersonalHigh net worth$10k
...Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in... ...Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified...PersonalHigh net worthWork at office- ...customer service to our internal business groups who serve our high-net-worth private clients Work to schedule conversations between our... ...development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work...PersonalHigh net worthPart timeWork at office
- ...Private Client Advisor Our not-so-secret sauce. Award-winning... ...America, we combine the personalized service model of a local consultant... ...them navigate complex risks with confidence. Providing proactive... ...insurance experience with High Net Worth clientele ~ Property &...PersonalHigh net worthLocal areaNight shift
$60k - $90k
...Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate... ...to support Private Wealth Clients and Advisors by taking initiative in planning... ...culture of teamwork, work life balance, and personal and professional development, with a competitive...PersonalHigh net worthFull time$65k - $80k
Vanguard is seeking a High Net Worth Client Case Representative in Dallas, Texas, to serve as the primary contact for Personal Investor clients. You will build strong relationships, navigate clients through significant financial decisions, and simplify complex processes...PersonalHigh net worth- GFO HOME LLC in Dallas, TX is seeking a highly skilled Personal Assistant to support Glenn Gehan and manage his extensive personal and family... ...should have over 8 years of experience assisting ultra-high-net-worth individuals, including expertise in private flight logistics...PersonalHigh net worthWork at office
- Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing... ...experience in relationship management and knowledge of personal financial planning. Joining Truist means being part of an...PersonalHigh net worth
$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’s Client... ...commercial lines insurance, high net worth / private client, employee benefits...PersonalHigh net worthBase plus commissionImmediate start- ...portfolio management guidance to High Net Worth clients. Are you a... ...? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to... ...consider client suitability, risk tolerance, appropriate saving... ...between your professional and personal life while making a meaningful...PersonalHigh net worthWork at officeLocal areaRemote workRelocationMonday to Friday
$65k - $80k
Serves as point of contact for High Net Worth clients in the movement or consolidation of assets... ...Client Case Representative for our Personal Investor clients at Vanguard. At Vanguard... ...with clients, becoming their trusted advisor during pivotal moments. Expertise and...PersonalHigh net worth- ...to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC’s)...PersonalWork at officeLocal area
$60k - $200k
...Producer - Commercial Lines Client Advisor World Insurance Associates ("... ...decisions to improve their risk management outcomes,... ...the U.K. World specializes in personal and commercial insurance, surety... ...commercial lines insurance, high‑net‑worth/private client, employee benefits...PersonalHigh net worthBase plus commissionFull timeImmediate start- ...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...PersonalHigh net worthTemporary workPrivate practiceWork at officeLocal area
$90k - $100k
...collaboration thrives, and personal growth is encouraged.... ...Join us in working on high-profile projects that... ...programs to assisting high-net-worth individuals in... ...As a Private Client Advisor you’ll be an ambassador... ...and mitigate operational risks. Collaborate with Relationship...PersonalHigh net worthWork at officeFlexible hours- ...Risk Management Advisor Full-Time, In-Office What Will You Do? As an Advisor you are building a book of business starting from zero (... ...the trusted advisor our clients turn to decipher the best options for them based on their personal goals. C1 Insurance GroupPersonalFull timeWork at office
$10k
...an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments' materials... ...knowledge needed * Drive results: You have experienced personal and professional success * Instill Trust: You understand how...PersonalHigh net worthBase plus commissionWork at office$48k
Risk Management Advisor (College Graduate Program) $73,000+ Year-1 Target Earnings | $48,000 Base + 50% Commission on New Business Full-time... ...prospective clients on insurance coverage for homes, autos, and personal assets Help clients understand their risks and choose the...PersonalFull timeInternshipWork at officeMonday to Friday- ...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, and appropriate... ...balance between professional and personal life while making a...PersonalHigh net worthWork at officeRemote workRelocationMonday to Friday
- ...investment revenue and AUMs with Ultra High Net Worth clients. Experienced in constructing and... ...assigned clients (i.e. return expectation, risk appetite, time horizon, liquidity needs,... ...sound ethical judgment regarding personal behavior, conduct and business practices...PersonalHigh net worth
- ...providing a broad array of property, casualty, risk management, life and health, employee... ...a book of insurance business, including personal lines accounts for affluent clients,... ...Qualifications Experience working with high net worth insurance carriers, including Chubb, is...PersonalHigh net worthWork at officeLocal areaFlexible hours
- ...candidate will also maintain a high standard of compliance... ...Serve as trusted advisor and thought leader... ...Previous experience with high net worth, ultra-high net worth... ...and Portfolio Risk Management Experienced... ...Research first, ask second Personable and able to form good rapport...PersonalHigh net worthFull timeWork at office
- ...wire. Track and categorize household, personal, property, and entity-level expenses. Maintain... ...to support external CPA and tax advisors (e.g., K-1s, 1099s, and year-end tax packages... ...management, private investment, or high-net-worth bookkeeping or accounting experience...PersonalHigh net worthContract workPart timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High-Net-Worth Personal Risk Advisor. Be the first to apply!
- senior quantitative risk analyst Dallas, TX
- information risk analyst Dallas, TX
- it risk analyst Dallas, TX
- risk consultant Dallas, TX
- operational risk consultant Dallas, TX
- third party risk analyst Dallas, TX
- risk analyst Dallas, TX
- risk officer Dallas, TX
- transaction risk analyst Dallas, TX
- governance risk & compliance analyst Dallas, TX


