Elite Personal Risk Advisor for High-Net-Worth Clients
USI Insurance Services
A leading insurance brokerage firm is seeking a Personal Risk Specialist to focus on the unique insurance needs of affluent clients in Houston, Texas. This outside sales role requires strong interpersonal skills to build relationships, achieve sales goals, and develop clients through effective marketing strategies. Candidates should have 3+ years in high net worth insurance, excellent communication skills, and a commitment to client service. The position involves flexible hours, and luxury service delivery to well-known clientele. #J-18808-Ljbffr USI Insurance Services
- USI Insurance Services is seeking a Personal Risk Specialist in a dynamic outside sales role focused on affluent/high net worth clients. You will schedule visits, understand lifestyle needs, and tailor personal risk management solutions while driving cross‑selling and new...PersonalHigh net worthAfternoon shift
- ...with the best, serve the elite, and set the standard as our Client Experience Manager. We are... .... In a fast-paced, high-volume, and time-sensitive... ...relationships with high-net-worth and corporate clients, anticipating... ...needs and providing personalized solutions. Cross-Functional...PersonalHigh net worthWork at office
- Trustmark Bank is seeking a Wealth Advisor in Houston, Texas, responsible... ...tailored wealth strategies for high-net-worth individuals. This position involves acquiring new clients and managing existing portfolios, ensuring a personalized Trustmark experience. Ideal candidates...High net worth
$60k - $200k
...financial services organization in Houston, Texas, seeks a Sales Executive - Personal Lines/High Net Worth. This entry-level position involves identifying and engaging High Net Worth clients, managing sales activities, and leveraging the company’s resources. Candidates...PersonalHigh net worth- ...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... ...families. Attract new clients to Private Risk that meet...PersonalHigh net worthWork at officeLocal area
- ...Private Client Advisor Our not-so-secret sauce. Award-winning,... ...North America, we combine the personalized service model of a local... ...helping them navigate complex risks with confidence. Providing... ...insurance experience with High Net Worth clientele ~ Property & Casualty...PersonalHigh net worthLocal areaNight shift
$60k - $200k
...Overview Sales Executive - Personal Lines/ High Net Worth. World Insurance Associates... ...brokers and specialists offering risk management, benefits... ...High Net Worth and Private Client accounts, including affluent... ...’s trusted risk management advisor and bring the entire World...PersonalHigh net worthBase plus commissionFull timeImmediate start- Insperity is seeking a Client Services Associate to be the trusted contact for high-net-worth clients, ensuring their needs are met with precision while supporting the... ...reports, and coordination with Financial Advisors, contributing to a collaborative, growth-focused...High net worth
- ...apply for the Private Client Service Tax Manager role... ...Manager. We are seeking a high-performing Private... ...estate tax returns for high net-worth clients. Additionally,... ...with the client’s advisors, such as attorneys and... ...including sales & use, personal & real property, franchise...PersonalHigh net worthFull timeLocal 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- Private Client Services Tax Manager/Senior Manager Full... ...and business advisors with Big 4 backgrounds... ...PKF Texas is seeking a high performing Private Client... ...estate tax returns for high net‑worth clients. Additionally,... ...including sales & use, personal & real property, franchise...PersonalHigh net worthFull timeWork at officeLocal area
$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World") is... ...decisions to improve their risk management outcomes,... ....K. World specializes in personal and commercial insurance,... ...relationships, with an emphasis on high-net-worth households. You will work...PersonalHigh net worthBase plus commissionImmediate start- ...Job Description Private Client Account Executive Hybrid |... ...Client Account Executive to join a highly successful independent... ...specializing in private client risk management with several locations... ...This role supports a substantial personal lines book, servicing...PersonalHigh net worth
- General Description: The Personal Risk Specialist is an outside sales position focused on... ...unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, as a primary... ...as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeFlexible hoursAfternoon shift
- General Description: The Personal Risk Specialist is an outside sales position focused on... ...unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary... ...as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
- Tax Mgr/Snr Mgr/Director- Private Client Svcs- REMOTE or Hybrid Tax Manager | Griffin... ...is your chance to become a trusted advisor to high-net-worth individuals, family offices, and their... ...roles available Excellent team culture Elite clientele and complex, rewarding work...High net worthRemote jobPrivate practiceWork at officeFlexible hours
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional... ...services to ultra-high net worth clients. Join our dynamic... ...Financial Advisors, providing personalized solutions and building...PersonalHigh net worthLocal area
- ...Join a diverse team helping high-profile clients understand, analyze, and... ...which focuses on ultra-high net-worth individual, trust and estate... ...Serve as the trusted advisor to ultra-high net worth families... ...plans, and a robust suite of personal well-being benefits to...PersonalHigh net worthFull timePrivate practiceWork at officeLocal area
- ...accounting and consulting firm in the United States seeks a Tax Manager for its Private Client Services. The role involves managing tax and consulting engagements for high net-worth clients, reviewing various tax returns, and supervising associates. The ideal candidate...High net worth
- ...industry. Job Description: As a Private Client Service Tax Manager involved in both compliance... ...engagements as well as serve as an advisor to the client. Identify and assist with... ...with existing clients and attract new high‑net‑worth individuals and family office clients. Qualifications...High net worthWork at officeLocal areaRemote work
- PKF Texas, a Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance for high net-worth clients, managing client engagements, and developing tailored tax planning strategies...High net worthFlexible hours
- Andersen is seeking a Senior Manager in Private Client Services in Houston, Texas. This role involves overseeing engagement teams for a diverse range of high-net-worth clients, including families and trusts. Candidates should have over 6 years of recent experience, ideally...High net worth
- BDO USA, LLP is seeking a Tax Manager for their Private Client Services in Houston, Texas. The ideal candidate will manage tax and consulting engagements for high net-worth clients, ensuring compliance with complex tax structures. Applicants should have a Bachelor’s degree...High net worthWork at office
$200k - $300k
...their best selves. Our goal is to balance high development with high performance in order... ...level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high‑net‑worth individual clients and privately held businesses...High net worthFlexible hours- Goldman Sachs Bank AG is seeking a Private Wealth Advisor for its Houston location. This role emphasizes building client relationships and delivering customized wealth management strategies. Candidates should have over four years in private wealth management and a strong...
- ...seeks a dedicated Banking Specialist to manage and cultivate client relationships. This role involves advising clients, ensuring regulatory... .... Join us to help clients achieve their financial goals with personalized service and a strong commitment to diversity and inclusion. #J...
- ...providing specialized risk management and... ...retaining a portfolio of Personal Lines clients by delivering exceptional... ...a trusted insurance advisor. This role oversees... ...team members during high‑volume periods and contribute... ...working with high-net-worth or private client...PersonalHigh net worthWork at office
- ...I/II who will provide tailored financial services to affluent clients. The manager's role includes coordinating credit approvals, servicing... ...and interpersonal skills. Join a diverse team committed to personal and professional growth. #J-18808-Ljbffr Trustmark CorporationPersonalHigh net worth
- ...Harriman & Co. is looking for a Family Office Analyst in Houston. This role involves supporting Relationship Managers with ultra-high-net-worth clients, managing account maintenance, and preparing client presentation materials. The ideal candidate should have a Bachelor's...High net worthFull timeWork at office
$100k - $110k
TIAA is seeking a Wealth Management Advisor in Houston to support affluent clients by developing tailored financial solutions. This role involves deepening... ...interpersonal skills, and experience managing a personal book of business. The position offers a competitive salary...Personal
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