Senior Personal Risk Advisor for HNW Clients
USI Insurance Services
A leading insurance brokerage is looking for a candidate to manage Premier clients, ensuring high retention rates through proactive engagement. Responsibilities include handling inquiries, conducting annual reviews, and making insurance program recommendations. Applicants should have at least 8 years of experience in Personal Lines Property & Casualty Insurance and hold a relevant insurance license. This role emphasizes strong communication skills and the ability to work independently in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Personal Risk Advisor for HNW Clients in Des Peres, MO vacancy
$85k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but... ...an annual client review with thorough risk assessment of current and future... ...Abilities ~8 years' experience in Personal Lines Property & Casualty Insurance along...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hoursUSI Insurance Services
Saint Louis, MO3 days ago$110k - $250k
...work with a complex and diverse variety of clients, or specialized if you prefer! We want... ...balance that promotes a fulfilling career, personal health, well being and family life!... ...Manager with at least 3 years experience in HNW individuals, then please read on…. Why join...PersonalSeniorHigh net worthLocal areaRemote workFlexible hoursJobot
Saint Louis, MO4 days ago$77.9k - $153k
Client PM Portfolio Mgr, Sr Job Locations US-MO-Clayton... ...demands and distributions and risk management. Performs annual... ...development efforts with Wealth Advisors, Trust Officers and other relationship... ...events. Accountable for personal execution of initiatives, new...PersonalSeniorHigh net worthFull timeWork experience placementWork at officeLocal areaOld National Bank
Clayton, MO7 days ago- ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...portfolio solutions, and risk-aware planning frameworks.... ...particularly for high-net-worth (HNW) client segments. What... ..., as well as sick time, personal days, and a paid day for...PersonalSeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
Edward Jones
Saint Louis, MO1 day ago - ...Alliances, and High Net Worth (HNW) Solutions, a team in the... ...management offering to meet multiple client segments' complex needs... ...Branch Teams, Legal, Compliance, Risk, Operations, Digital). Ensure... ...Assist in their ongoing growth and personal and professional development....PersonalSeniorHigh net worthTemporary workHome officeFlexible hours3 days per week
Edward Jones
Saint Louis, MO1 day ago - ...Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment... ...as part of Wells Fargo Advisors. Learn more about the... ...outside activities and/or personal investing; affected employees... ...relationships balanced with a strong risk mitigating and compliance-...PersonalSeniorOngoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Frontenac, MO4 days ago - ...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth... ...a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions...PersonalHigh net worthWork at officeLocal area
USI Insurance Services
Saint Louis, MO3 days ago $100k - $179k
...offer a full range of personalized wealth management,... ...to help meet clients' unique needs and... ...business with us and for advisors to support their... ...is seeking a Senior Wealth Management... ...the High-Net-Worth (HNW) and Ultra-High-Net... ...balanced with a strong risk mitigating and...PersonalSeniorHigh net worthWork experience placementWork at officeImmediate startWells Fargo
Saint Louis, MO5 days ago- ...Senior Client Manager – Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global...PersonalSeniorLocal areaNight shift
Oliver Wyman
Wildwood, MO3 days ago - ...Company and directly influences the client and branch experience. About... ...goals, service levels, and risk standards in a high volume,... ...scalable delivery of Trust Company HNW offerings, including Limited... ...year, as well as sick time, personal days, and a paid day for volunteerism...PersonalSeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
- ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...-to-end, high net worth (HNW) client experience by partnering... ...they do. The Senior Planner will serve as a conduit... ...experts to deliver a personalized holistic financial plan with...PersonalSeniorHigh net worthTemporary workWork at officeHome officeFlexible hours
Edward Jones
Saint Louis, MO2 days ago $110k - $250k
...generous PTO, and a strong company culture focused on employee well-being. Ideal candidates should have CPA credentials and experience with high net worth clients. Join us to enjoy a fulfilling and balanced career while making a significant impact. #J-18808-Ljbffr JobotSeniorHigh net worthRemote job- ...General Description: The Personal Risk Specialist is an outside sales position focused on serving... ...needs of affluent/high net worth clients. In addition to cross selling, as a primary... ...Establish relationship as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workLocal areaFlexible hoursAfternoon shift
USI Insurance Services
Saint Louis, MO1 day ago - ...Moneta Group in Clayton, MO is looking for a Senior Financial Advisor to provide financial planning for high-net-worth clients. This role involves collaborating with partners on client strategies and requires a Certified Financial Planner® (CFP) designation. The ideal...SeniorHigh net worth
Moneta Group
Clayton, MO4 hours ago $21.5 - $28 per hour
...Summary The Wealth Management Client Services Associate will... ...relationship with Busey. Support advisors with the development of new... ...procedures. Participate in risk mitigation by adhering to... ...high customer contact via in person meetings, phone conversations,...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hoursBusey Bank
Creve Coeur, MO3 days ago- ...Moneta is seeking a Senior Financial Advisor in Clayton, Missouri, to provide comprehensive financial advice to high-net-worth clients and institutions. As a partner, you'll develop personalized financial plans and investment strategies, requiring a CFP designation and...SeniorHigh net worth
Moneta Corporation
Clayton, MO2 days ago - ...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...to high‑net‑worth (HNW) and ultra‑HNW clients... ...stakeholders; partnering with senior leaders and key... ...ongoing growth and personal and professional... ...stakeholders (Finance, Risk, Digital). This will...PersonalSeniorHigh net worthTemporary workFor contractorsWork at officeHome officeFlexible hours3 days per week
- ...Plancorp is seeking a Senior Wealth Manager to join... ...team. We advocate for clients by proactively guiding... ...for explaining complex personal financial matters in a... ...years serving as lead advisor/consultant for high-net... ...estate, investments, and risk management ~ Demonstrated...PersonalSeniorHigh net worth
Plancorp
Saint Louis, MO22 hours ago - ...what makes us different and how you can make your mark as a Senior Client Manager at MMA. Marsh McLennan Agency (MMA) provides business... .... With offices across North America, we combine the personalized service model of a local consultant with the global resources...PersonalSeniorWork experience placementWork at officeLocal areaNight shift
$87.8k - $160.9k
...The objective of our consulting risk services is to provide clients with a candid and reliable overview... ...present risk reports and dashboards to senior management and the board of directors... ...client serving roles to work together in person 40-60% of the time over the course...PersonalSeniorContract workSummer holidayWork at officeFlexible hoursEY
Saint Louis, MO1 day ago$162k - $190k
...Senior Tax Manager The Senior Tax Manager is responsible for... ...consulting services to business clients with pass through entities... ...knowledge of taxation related to personal income, estate and gift tax... ...software tools Acts as a Career Advisor to associates and senior...PersonalSeniorHigh net worthWork at office- ...diverse team helping high-profile clients understand, analyze, and... ...currently seeking a Tax Manager / Senior Manager Private Markets to... ...Serve as the trusted advisor to family offices on strategic... ...plans, and a robust suite of personal well-being benefits to support...PersonalSeniorHigh net worthWork at officeLocal area
KPMG
Saint Louis, MO3 days ago $72.5k - $123.5k
...and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping... ...$57 billion in total client assets. The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice...PersonalHigh net worthFull timeShift workCommerce Bank
Saint Louis, MO2 days ago$90k - $155.16k
...Senior Client Executive, Telecommunications Carrier (Channel/Wholesale) Job Locations US ID 2026-2975 Category... ...relationships with both mid-level and C-suite prospects to deliver personalized solutions to fit the needs of their business Be a master...PersonalSeniorFull timeRemote workWork from homeTierpoint
Saint Louis, MO5 days ago- ...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we... ...and addressing client needs Works with clients and their advisors to gather information needed to prepare tax returns...SeniorHigh net worthPrivate practiceWork at office
$55k - $151.47k
...focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ...complex situations, you are growing your personal brand, deepening technical expertise and... ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems,...PersonalSeniorHigh net worthFull timeH1bPwC
Saint Louis, MO1 day ago$91k - $321.5k
...providing advice and guidance to clients on tax planning, compliance,... .... Growing as a strategic advisor, you leverage your influence,... ...to the owners of PwC. As a Senior Manager you are expected to lead... ...401k, holiday pay, vacation, personal and family sick leave, and...PersonalSeniorHigh net worthFull timeH1bRemote workPwC
Saint Louis, MO3 days ago$163.8k - $280.8k
...background check on all new hires. The Senior Wealth Advisor leads relationships with high net worth and ultra-high net worth clients, delivering tailored wealth strategies... ...plan, military benefits and much more. Personal banking, loan, investmentand insurance...PersonalSeniorHigh net worthAssociated Banc-Corp
Saint Louis, MO5 days ago$162k - $190k
...Private Client Services Tax Senior Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach... ...sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and...SeniorHigh net worthPrivate practiceWork at office$23.8 - $27.65 per hour
...disciplines who collaborate to ensure each client's financial journey is uniquely crafted... ...Wealth Management expert the Private Client Advisor Associate's primary responsibility is the... ...received via phone, email, or in person Assist with significant cash processing...PersonalHigh net worthHourly payFull timeWork at officeShift workCommerce Bank
Saint Louis, MO4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Risk Advisor for HNW Clients. Be the first to apply!
