Private Risk Advisor — High Net Worth & Family Office
USI Insurance Services
A leading insurance brokerage and consulting firm is seeking a Private Risk Advisor to drive business relationships and manage High Net Worth clients' insurance needs. You will design risk management solutions and implement sales strategies to grow the client base. Ideal candidates will have over 5 years of relevant sales experience and strong communication skills. The position offers competitive salary and advancement opportunities. #J-18808-Ljbffr USI Insurance Services
$80k - $90k
...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...Work at officePrivateHigh net worthLocal area- Bank of America’s Private Bank seeks a senior Family Office Consultant to advise ultra-high-net-worth families on forming and evolving family offices. You will partner with the Family Office Strategist, providing expertise in governance, operating models, and succession...Work at officePrivateHigh net worth
- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving...Work at officePrivateHigh net worth
- ...Planner to build and deepen relationships with ultra‑high net‑worth clients, delivering comprehensive financial planning,... ...service. Join a dynamic Wealth Management team, supporting Advisor groups and private family office services in a fast‑paced environment with expert...Work at officePrivateHigh net worth
$85k - $270k
...seeking a Trust Strategist in San Francisco, California, to collaborate with Private Wealth Advisors deliver Family Office Solutions to clients. The specialist will work with high net-worth individuals, ensuring excellence in client service and providing oversight on...Work at officePrivateHigh net worth- The Goldman Sachs Private Family Office seeks an experienced Family Office Advisor to guide complex financial planning and advisory services for ultra‑high net worth families in San Francisco. You will lead... ...taxes, estate, investments and risk management. The role...Work at officePrivateHigh net worth
- ...candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA.... ...facing experience to grow into trusted advisors. The role focuses on comprehensive... ...investment and tax services for ultra-high-net-worth families, with emphasis on accuracy,...Work at officePrivateHigh net worthApprenticeship
$85k - $270k
YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice... ...intellectual partner to our Private Wealth Advisors, serving as a trusted expert... ...fiduciary services. This high-visibility position offers... ...clients, including ultra-high net worth and high net worth...Work at officePrivateHigh net worthFull timeTemporary workPart time$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the... ...clients, including ultra-high net worth and high net worth individuals... ..., data, and design.Private Family OfficeThe Goldman Sachs... ...transfer, employee benefits, risk management, philanthropic planning...Work at officePrivateHigh net worthFull timeTemporary workPart time$75k - $160k
...You will work with advisors to cultivate deep,... ...ultra-high net worth clients for more than... ...client ratio of 8-12 families per advisor. This... ...as well as family offices, foundations and endowments... ...data, and design.Private Family OfficeThe... ...employee benefits, risk management,...Work at officePrivateHigh net worthFull timeTemporary workPart timeApprenticeshipWork experience placement$85k - $270k
...THIS JOB The Goldman Sachs Private Family Office provides financial counseling... ...principals and ultra-high net worth individuals and their families... ...transfer, employee benefits, risk management, philanthropic... ...and skilled Family Office Advisor to join our team. The ideal...Work at officePrivateHigh net worthFull timeTemporary workPart time$209k - $327.9k
...is committed to an in-office culture that supports... ...make an impact. Join us! Family Office Consultant ("FO... ...specialist within the Private Bank's Family Office... ...responsible for advising ultra-high-net-worth families on the... ...serves as a trusted advisor to family principals,...Work at officePrivateHigh net worthWork from homeFlexible hoursShift workDay shift- ABOUT THIS JOB The Private Family Office provides proactive financial counseling... ...principals and ultra‑high net worth individuals and their families... ..., employee benefits, risk management, philanthropic planning... ...clients. Our trusted Advisor teams have worked with sophisticated...Work at officePrivateHigh net worthApprenticeshipWork experience placement
$85k - $270k
YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust... ...their financial goals. Our advisor-led wealth management businesses... ...of clients, including ultra-high net worth and high net worth... ...technology, data and design. Private Wealth Management (PWM) Goldman...Work at officePrivateHigh net worthFull timeTemporary workPart time- Goldman Sachs Family Office seeks a Trust Strategist in San Francisco to work with PWAs in delivering Family Office Solutions and driving business development initiatives. The role focuses on trust and estate planning, client relations, and coordination with GS Trust Company...Work at officePrivateHigh net worth
- ...MANAGER - INDIVIDUAL AND FAMILY DONORS (G2A) Posted on... ...quality service to high-net worth donors and helping to... ...’ financial and legal advisors. Primary responsibilities... ...to the role that private philanthropy plays in... ...knowledge of standard office software, including presentation...Work at officePrivateHigh net worthInterim roleLocal area
- A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The role emphasizes strong communication and organizational skills, with responsibilities including client interactions, preparing financial...Work at officePrivateHigh net worth
$80k - $160k
...Description YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of an... ...their financial goals. Our advisor-led wealth management... ...of clients, including ultra-high net worth and high net worth individuals... ..., data and design. Private Wealth Management (PWM) Goldman...Work at officePrivateHigh net worthFull timeTemporary workPart time- ...Description ABOUT THIS JOB The Private Family Office provides proactive... ...equity principals and ultra-high net worth individuals and their families... ...transfer, employee benefits, risk management, philanthropic... ...strategic clients. Our trusted Advisor teams have worked with...Work at officePrivateHigh net worthFull timeApprenticeshipWork experience placement
- A leading global financial institution is seeking a dedicated financial advisor to work with ultra-high net worth clients in San Francisco. This role involves comprehensive personal financial planning, investment planning, and tax services. Candidates should have 1-4 years...Work at officePrivateHigh net worthWork experience placement
- ...effective for all.Schwab Private Wealth Services (SPWS) delivers a highly personalized experience for ultra-high-net-worth (UHNW) clients with $10M+... ...SPWS Business Development Officer, you will play a key role... ...Private Wealth Services, Family Office, and Separate Account...Work at officePrivateHigh net worthFull time
$150k - $190k
...Overview Partner / Partner Group – Private Client Global Law Firm with a... ...represented successful individuals and families, establishing itself as one of... ...and private capital needs of high-net-worth individuals and families. With offices across the U.S., Europe, and Asia...Work at officePrivateHigh net worthPart timePrivate practiceWorldwide3 days per week$300k - $350k
...yr Position title: Private Bankers and Investment... ...platform and a highly collaborative team to serve high-net-worth (HNW) and ultra-high... ...understanding of client needs, family structures, and... ...Serve as a trusted advisor, coordinating... ...teams and family office services for complex...Work at officePrivateHigh net worthFull time- ...Job Overview A law firm seeks a Senior Family Law Associate to join its San Francisco, CA office. The successful candidate will have extensive experience in family law, particularly with high-net-worth clients, and will be adept at managing complex cases independently...Work at officeHigh net worth
$265k - $332.5k
Farella Braun + Martel’s highly respected Family Wealth practice seeks an associate... ...in the Chambers USA High Net Worth Guide, our client base is... ...an integral member of our Private Client Industry Group supporting... ...businesses, and family offices.Autonomy is a hallmark of...Work at officeHigh net worth- The Private Client experience at J.P. Morgan... ...branches and offices as needed.The successful... ...individuals and families ranging from affluent to high- and ultra-high net worth. The successful... ...Private Client Advisors in order to help... ...philanthropic planning, risk management, and...Work at officePrivateHigh net worth
$100k
...independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, our... ...our San Francisco Bay Area office and are looking for a professional... ...upload them to the client portal. Private Investments Fill out...Work at officePrivateHigh net worth$90k - $105k
ICONIQ in San Francisco is seeking an Analyst for their Family Office Advisory team. This role focuses on managing client relationships for high net worth clients, providing high-touch service, and supporting wealth transfer and tax planning strategies. The ideal candidate...Work at officeHigh net worth$200k - $300k
...Portfolio Manager Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals...Work at officePrivateHigh net worth$120k
...professionals in its San Francisco office. This highly visible role is ideal... ...supporting executives, advisors, or relationship managers within private wealth management, private banking, family office, or investment... ...interacting with high-net-worth clients, investors, and...Work at officePrivateHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Risk Advisor — High Net Worth & Family Office. Be the first to apply!
- information risk analyst San Francisco, CA
- third party risk analyst San Francisco, CA
- senior quantitative risk analyst San Francisco, CA
- risk compliance officer San Francisco, CA
- it risk analyst San Francisco, CA
- operational risk consultant San Francisco, CA
- governance risk & compliance analyst San Francisco, CA
- risk officer San Francisco, CA
- risk analyst San Francisco, CA
- operational risk specialist San Francisco, CA

