High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services is looking for a Personal Risk Specialist in Birmingham, Alabama. This outside sales position focuses on serving the unique insurance needs of high net worth clients. Responsibilities include scheduling appointments, achieving sales goals, and developing relationships with influential business partners. The ideal candidate should have at least 3 years in personal insurance sales and outstanding communication skills. USI offers a full suite of competitive benefits including health, dental, 401(k), and paid family leave. #J-18808-Ljbffr
- ...General Description The Personal Risk Specialist is an outside sales position focused on... ...the unique insurance needs of affluent/high net worth clients. In addition to cross selling,... ...relationships as a trusted partner and advisor to clients and prospects. Support cross...PersonalHigh net worthTemporary workFlexible hoursAfternoon shift
- ...Join a diverse team helping high-profile clients understand, analyze... ...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 support...PersonalHigh net worthFull timePrivate practiceWork at officeLocal area
$103.1k - $188.9k
...assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated... ...of support designed with your own personal skills and experience. EY is a dynamic... ...families. That will make you a trusted advisor and role model for your clients and our...PersonalHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Wealth Management Advisor Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible... .... Utilize objective and sound personal financial planning and... ...regulatory controls to manage risk and compliance. Works within the...PersonalHigh net worthWork at officeLocal area
$100k
...building something special—powered by a ten-person team with zero weak links and an owner-... ..., respect, and team spirit. Work : High-performance is expected. This team grinds... ...architects, builders, designers, and high-net-worth homeowners. Represent the company with...PersonalHigh net worthFull timeContract workRelocation packageFlexible hours- ...Business Insurance Sr. Risk Control Consultant Our not-so-secret sauce. Award-... ...offices across North America, we combine the personalized service model of a local consultant with... ...designation such as ARM, CSP, CIH, OHST highly preferred ~7+ years previous of...PersonalWork at officeLocal areaNight shift3 days per week
$55k - $151.47k
...providing personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Focused on... ...Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your...PersonalHigh net worthFull timeH1b$91.77k - $212.75k
...achieve objectives Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work... ...Outlook Strong technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State Taxation Theory Solid...PersonalHigh net worthH1bLocal areaWeekend work$91k - $321.5k
...personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Growing as a strategic advisor, you leverage your influence, expertise,... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view...PersonalHigh net worthFull timeH1bRemote work$73.5k - $212.28k
...tax planning and compliance services to high-net-worth individuals and privately-owned... ...As part of the Partner Tax Preparation Advisors team you are expected to provide tax compliance... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To...PersonalHigh net worthFull timeH1bWork at officeRemote work- ...Merrill Advisor Development Program- Financial Advisor: Greater Alabama... ...life they envision through a personal relationship with their... ...responsible for working with high-net worth individuals identifying needs... ...objectives, resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q) Industry/Sector... .... Growing as a strategic advisor, you leverage your influence,... ...to develop and sustain high performing, diverse, and inclusive... ...401k, holiday pay, vacation, personal and family sick leave, and more...PersonalFull timeContract workH1b$91k - $202.8k
...success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's... ...Directors. As CRR Advisor you will join a highly skilled team providing independent assessments... ...Equity, Credit Card, Auto Lending, Personal Lending, Small Business, Private Bank...PersonalFull timeTemporary workPart timeWork experience placementWork at office- ...A leading financial institution is seeking a Financial Advisor as part of the Advisor Development Program. This role focuses on working with high-net-worth individuals to identify needs, develop relationships, and deliver comprehensive investment recommendations. Candidates...High net worth
- ...organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth... ...holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures...High net worthTemporary workWork experience placementLocal area
- ...a portfolio of affluent and high-net-worth client relationships. The PCRM... ...through proactive outreach and personalized financial solutions. Serve as a trusted financial advisor by thoroughly understanding... ...financial status, product needs, and risk exposure. Ensure compliance...High net worthWork at office
$126.1k - $253k
...inspires and empowers you to thrive both personally and professionally. There's no one like... ...our clients. Our team of first choice advisors is aligned to focus on closely held... ...Company professional may also support ultra-high net worth individuals and small family offices....High net worthWork experience placementInternshipPrivate practiceLocal area- ...Huntington-Bank is seeking a Private Bank Wealth Advisor III in Birmingham, Alabama. This role involves managing high-net-worth clients' Wealth Plans, fostering relationships, and providing exceptional client service. Candidates should have at least 5 years of wealth...High net worthWork at officeRemote work
- ...possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources... ...interpersonal, communication-verbal and written skills are highly desired. A shared commitment to company values; Integrity,...PersonalWork at officeLocal areaNight shift3 days per week
- ...entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities... ...liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner. Operate...High net worthFull timeWork at officeLocal area
- ...relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations,...High net worthFor contractorsLocal area
- ...possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources... ...similar ~ Organizational and time management skills along with a high attention to detail We know there are excellent...PersonalLocal areaRemote workNight shift
- ...possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources... ...production capacity to service a midsize book of business High school diploma or equivalent Demonstrated proficiency in...PersonalWork at officeLocal areaRemote workNight shift
- ...Private Bank Wealth Advisor III The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington... ...Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds...High net worthWork at officeRemote workWork from homeFlexible hours
$170k - $300k
...but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations,...High net worthWork at officeLocal areaShift work- ...expert advice on investment opportunities, risk management, and financial goal... ...communication and interpersonal skills. High level of integrity and professionalism.... ...of related experience working with high-net-worth individuals and families. Preferred: Advanced...High net worthWork at office
$300k
...the successful candidate the opportunity to work with a team of highly skilled professionals. Why join us? Medical Insurance Dental Insurance... ...and joint ventures, ensuring all legal requirements are met and risks are appropriately managed. 5. Advising on securities law matters...High net worthPermanent employmentLocal area$110k - $170k
...but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location... ...global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations,...High net worthWork at officeLocal areaRemote work- ...possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources... ...Bachelor’s Degree in science, engineering, math, and/or risk management/insurance is preferred. P&C Insurance License and...PersonalLocal areaFlexible hoursNight shift
- ...offices across North America, we combine the personalized service model of a local consultant with... ..., offering guidance, and assisting with risk assessments to mitigate potential... ...preferred. Service-oriented individual with high personal standards and a hands-on work style...PersonalLocal areaNight shift
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