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
- ...with the best, serve the elite, and set the standard — as our Client Experience Manager. We... ...clients. In a fast‑paced, high‑volume, and time‑... ...relationships with high‑net‑worth and corporate clients, anticipating... ...needs and providing personalized solutions. Cross‑...PersonalHigh net worthWork at office
$65k - $95k
...Job Description Private Client Insurance Account Manager Job Summary Seeking... ...a team. This role involves managing high-net-worth (HNW) accounts and providing... ...candidate will have a proven track record in personal lines insurance, a strong understanding...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
- ...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
- ...Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking... ...family owned, closely held businesses and high net worth individuals with the solutions they... ...along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper...PersonalHigh net worthTemporary workLocal area
- Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach...High net worth
- ...in Houston, TX is seeking a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. As a trusted advisor, you will manage client relationships across the bank, leveraging resources to proactively recommend solutions and...High net worth
- 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
- ...Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...planning and compliance functions for ultra-high net worth individuals and their families, with a... ...with their unique operational and personal dynamics. About EisnerAmper EisnerAmper...PersonalHigh net worthTemporary workPrivate practiceWork at officeLocal area
$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- ...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, as a... ...as a trusted partner and advisor to clients and prospects. Develop...PersonalHigh net worthWork at officeLocal areaAfternoon shift
- ...Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy... ...of contact for ingesting client requests Coordinate between client, advisor, and additional support teams... ...partnership, we combine the personal service and objectivity of a...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
$100k
...Merrill’s Financial Advisors and Wealth Management Client Associates help... ...envision through a personal relationship with their... ...for working with high-net worth clients in a Merrill... ...thresholdsManages risk proactively in every... ...necessary to operate in an Elite Growth Practice (...PersonalHigh net worthFull timeWork at officeDay shift- ...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
- ...Morgan Chase is seeking a Private Client Investment Associate within... ...support to Private Client Advisors. The role focuses on processing... .... The position emphasizes risk management, regulatory compliance... ...of reports and services to high-net-worth clients within a dynamic team...High net worth
- ...Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. The role serves as trusted advisor, coordinating across the bank to tailor solutions and drive client satisfaction and growth. The Private Banker will expand the...High net worth
- BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns...High net worth
- ...Banker to build and strengthen long-term relationships with High-Net-Worth individuals and families. As a trusted advisor, you will coordinate across the bank to proactively recommend solutions aligned with client goals and priorities, measuring success by client...High net worth
- 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
- Creative Financial Staffing, LLC seeks a Senior Tax Manager to lead complex tax engagements for high‑net‑worth and private client services. You’ll guide planning, structuring, and transaction strategy while mentoring teams and ensuring compliance across jurisdictions. You...High net worth
- BDO USA, LLP’s Private Client Services practice in Houston is seeking a Tax Senior to... ...deliver tax compliance and consulting for high net-worth individuals and their families. The... ...staff, and collaborating with clients and advisors to optimize tax outcomes. Candidates...High net worthPrivate practice
$200k
...$500,000.00Category: Private Client Product Services, Executive,... ...the investment needs of ultra-high net worth clients in the US.Responsibilities... ....Appropriately assess risk when business decisions are made... ...ethical judgment regarding personal behavior, conduct and business...PersonalHigh net worthFull timeLocal area- ...Summary The Private Client Relationship Manager (... ...of affluent and high-net-worth client relationships.... ...proactive outreach and personalized financial solutions.... ...as a trusted financial advisor by thoroughly understanding... ...status, product needs, and risk exposure. Ensure...High net worthFull timeWork at office
- Chase is seeking a Private Client Banker in Branch Banking to be the main contact for affluent clients and a broader customer base... ...proactive, disciplined approach to grow balances and provide personalized education and advice. You will work with Specialists to connect...
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and manage their complete banking relationship. You will proactively grow balances, solicit referrals, and collaborate with specialists to meet sophisticated...Weekend workAfternoon shift
- 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
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family... ...directly with clients and their advisors to gather information needed...High net worthPrivate practiceWork at office
- ...consulting services to business clients with pass through entities... ...of taxation related to personal income, estate and gift tax... ...working together to serve our high net worth clients with timely responses... ...software toolsActs as a Career Advisor to associates and senior...PersonalHigh net worthWork at office
- 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...
- ...based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal candidate will demonstrate... ...collaborative workplace culture focused on professional growth and personal well-being.#J-18808-Ljbffr...PersonalHigh net worth
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