Elite Personal Risk Advisor for High Net Worth Clients
USI Insurance Services
USI Insurance Services is seeking a Personal Risk Specialist to serve the unique insurance needs of affluent clients in Denver, Colorado. This outside sales position involves building relationships and providing personalized risk management solutions. The ideal candidate will have a strong background in personal insurance, excellent communication, and customer service skills. The role requires flexibility in scheduling, with responsibilities including client visits, developing prospect lists, and achieving new business sales goals. Benefits include medical, dental, vision, and 401(k) options. #J-18808-Ljbffr USI Insurance Services
$52.6k - $98k
Marsh & McLennan in Denver, Colorado is hiring a Private Client Advisor to provide personalized client service and manage high net worth insurance needs. The role includes diving into client exposures, recommending products, and ensuring compliance with industry regulations...PersonalHigh net worth- ...brokerage firm in Denver is seeking a skilled insurance professional to manage high-net-worth and affluent clients. The ideal candidate will have at least 8 years of experience in personal lines property and casualty insurance, and possess strong communication skills....PersonalHigh net worth
$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World")... ...decisions to improve their risk management outcomes, modernize... ....K. World specializes in personal and commercial insurance,... ..., with an emphasis on high-net-worth households. You will work...PersonalHigh net worthBase plus commissionImmediate start$52.6k - $98k
Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...America, we combine the personalized service model of a local consultant... ...them navigate complex risks with confidence. Providing... ...insurance experience with high net worth clientele Property &...PersonalHigh net worthMinimum wageLocal areaNight shift- ...Tax Senior Associate to join our Private Client Services (PCS) practice. We are looking... ...owned, closely held businesses and high net worth individuals with the solutions they need... ...along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper...PersonalHigh net worthTemporary workPrivate practiceLocal area
- ...seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...owned, closely held businesses and high net worth individuals with the solutions they need... ...along with their unique operational and personal dynamics. About Eisner Amper: Eisner...PersonalHigh net worthTemporary workPrivate practiceWork at officeLocal area
$285k - $405k
Role Overview Department: Client Services Reporting to:... ...seeks a Senior Advisor to deliver an exceptional, highly personal client experience for one... ...standards. No dropped balls : risks, decisions, and follow‑ups... ...with ultra‑high net worth principals and their ecosystems...PersonalHigh net worthWork at office- ...seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking... ...owned, closely held businesses and high net worth individuals with the solutions they need... ...along with their unique operational and personal dynamics. About EisnerAmper:...PersonalHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
$70k - $90k
...Client Service Associate Robertson Stephens Wealth... ...strategy needs of high-net-worth individuals and family... ...operational support to advisor teams. The ideal candidate... .../preparation. Personal Qualities Team-oriented... ...~ Demonstrates a keen risk awareness and...PersonalHigh net worthWork at office$60k - $200k
A leading financial services organization is seeking an Insurance Sales Producer - Personal Lines Client Advisor to identify and cultivate new business opportunities. The role focuses on providing a broad platform of insurance solutions while tracking sales activities using...PersonalHigh net worth- Sr. Wealth Strategist/ Client Development Sales Executive page... ...base.* You’ll work with ultra high net worth(UHNW) individuals, families... ...cultivate internal and external personal and professional networks to... ...existing), and professional advisors.* You understand this is an...PersonalHigh net worthLocal areaFlexible hours
$67.5k - $125.8k
...Sales And Risk Consultant Our not-so-secret sauce... ..., and private client insurance solutions to... ...America, we combine the personalized service model of a local... ...Executives (BDEs) and Client Advisors (CAs) as appropriate... ...experience with high-net-worth clients essential ~...PersonalHigh net worthMinimum wageContract workLocal areaFlexible hoursNight shift$24.52 - $37.5 per hour
...problem solver, trusted advisor, and partner to... .... The Private Client Banker (PCB) is part... ...on their day, personally, professionally, and... ...with operational, risk, security and audit... ...Key. Education High School Diploma, GED... ...relationships with high‑net‑worth clients, providing...PersonalHigh net worthHourly payWork experience placementDay shift$67.5k - $125.8k
...thrive as a Sales and Risk Consultant at Marsh McLennan... ..., and private client insurance solutions to... ...America, we combine the personalized service model of a local... ...(BDEs) and Client Advisors (CAs) as appropriate to... ...Consultant experience with high-net-worth clients essential P&C...PersonalHigh net worthMinimum wageFull timeContract workLocal areaFlexible hoursNight shift- A leading insurance brokerage in Denver is seeking an experienced Personal Lines Account Executive for their Private Client Group. The role involves managing high net worth accounts, marketing new accounts and renewals, and providing subject matter expertise. Ideal candidates...PersonalHigh net worth
$90 - $120 per hour
EY is hiring a Seasonal Tax Manager for their Private Client Services team in Denver, Colorado, focusing on tax planning for high-net-worth individuals. This remote position requires a valid US CPA license and a Bachelor's degree in Accounting or Finance. Candidates should...High net worthRemote jobHourly paySeasonal work- ...A leading risk management firm is seeking an Account Executive/Broker Specialist... ...account management, fostering client relationships, and managing personal insurance programs. The ideal... ...at least 3 years of experience in high-net worth personal lines insurance and possess...PersonalHigh net worthRemote work
- ...proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent)... ...client review with thorough risk assessment of current and future... ...of insurance. Maintain high accuracy in agency and document... ...Abilities: 8 years’ experience in Personal Lines Property & Casualty...PersonalHigh net worthTemporary workLocal areaFlexible hours
$60k - $200k
...decisions to improve their risk management outcomes, modernize... ...U.K. World specializes in personal and commercial insurance, surety... ...Lines Sales Executive (Client Advisor) Position Overview World... ...commercial lines insurance, high net worth / private client, employee benefits...PersonalHigh net worthBase plus commissionImmediate start$70k - $100k
...managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent)... ...client review with thorough risk assessment of current and future... ..., as needed. Maintain a high degree of accuracy in agency management... ...8 years’ experience in Personal Lines Property & Casualty Insurance...PersonalHigh net worthTemporary workLocal areaFlexible hours$70k - $130k
...Client Executive As a Client Executive in the Private Client Group, you... ...ll build strong relationships with high-net-worth clients, deliver proactive risk consultation, and ensure exceptional... ...renewals, and collaborate with Advisors to recommend coverage solutions and...High net worthWork at office$200k
...real estate market. Join a high-performing team where you’ll... ...with premium properties, high-net-worth clients, and the systems needed to... ...that position you as a trusted advisor in the luxury space. Instead... ...independence to build your personal brand and long-term business...PersonalHigh net worth- ...Industry: Public Accounting | Client Focus: HNW, Trusts & Estates, Family... ...growth, and service offering. High-Impact Work: Partner directly with high-net-worth individuals, multi-generational... ...that values both expertise and personal balance — this could be your next...PersonalHigh net worthFlexible hours
- EPIC Insurance Brokers & Consultants is hiring a Personal Lines Client Insurance Coordinator to oversee insurance matters for high-net-worth clients. This role involves maintaining insurance records, managing claims, and ensuring proper documentation across all policy types...PersonalHigh net worthRemote job
$70k - $100k
...managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent)... ...client review with thorough risk assessment of current and future... ..., as needed. Maintain a high degree of accuracy in agency management... ...: ~8 years' experience in Personal Lines Property & Casualty...PersonalHigh net worthTemporary workLocal areaFlexible hours- Responsibilities Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare thoughtful, customized comprehensive financial... ...agree to the collection and use of your personal information as described in our Employee...PersonalHigh net worth
- ...practice. This role involves advising clients on tax and estate planning matters. The... ...Responsibilities Work exclusively with high net worth clients; those with taxable estates. Prepare... ...retained annuity trusts and qualified personal residence trusts. Prepare, review,...PersonalHigh net worthWork at office
$75k - $125k
A premier financial institution in Denver is seeking a Wealth Advisor to enhance client relationships and deliver tailored financial solutions. The ideal candidate will possess at least a Bachelor's degree and five years of related experience, including strong communication...High net worth$200k - $300k
...Tax Director - Private Client Services Weaver is a full-service national accounting,... ...their best selves. Our goal is to balance high development with high performance in order... ...compliance and planning services to high-net-worth individual clients and privately held businesses...High net worthImmediate startFlexible hours- ...Denver, Colorado, is seeking an advanced tax planning associate attorney with at least 3 years of experience to work with high net worth clients on estate and tax planning. Responsibilities include preparing advanced estate planning alternatives, tax returns, and representing...High net worthWork at office
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