HNW Personal Risk Advisor
$85k - $110kUSI Insurance Services
USI Insurance Services is seeking a Personal Risk Specialist to serve affluent clients in Uniondale, NY. This outside sales role requires at least 3 years of experience in personal insurance sales, with responsibilities including client meetings, sales goal achievement, and strategic relationship development. The position offers a competitive salary ranging from $85,000 to $110,000 per year, based on experience. Successful candidates will collaborate with various professionals and manage client relationships effectively. #J-18808-Ljbffr USI Insurance Services
$85k - $110k
General Description The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high... ...staff. Establish a relationship as a trusted partner and advisor to clients and prospects. Develop and support cross-selling strategies...PersonalHigh net worthTemporary workWork at officeFlexible hoursAfternoon shift$80k - $110k
...Personal Lines Private Client Account Executive A global fintech... ...client's assets and potential risks and providing recommendations... ...insurance coverage. Additionally, the advisor would be responsible for... ...experience; preferably working with HNW/Private clientele. ~...PersonalHigh net worthWork at officeImmediate startFlexible hours- ...or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management...PersonalHigh net worthWork at office
$70k - $80k
...high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency located in Williston Park, NY. The ideal candidate...PersonalHigh net worthTemporary workWork at officeLocal area$71.3k - $106.8k
...Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality... ...who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers...PersonalHigh net worthFlexible hours$69k - $87k
...organization of consultative advisors and problem solvers. We help... ...address their most significant risk, workforce, wealth management... ..., with experience in the HNW market with established key carrier... ...with a variety of people and personalities. Strong leadership skills....PersonalHigh net worthFull timeWork at officeRemote work$70k - $90k
...Consultant, Personal Lines NFP, an Aon company, is a multiple Best... ...organization of consultative advisors and problem solvers. We help companies... ...their most significant risk, workforce, wealth management... ...remote option for experienced PCG/HNW candidates within the East...PersonalHigh net worthWork at officeRemote work$70k
...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...relationships with existing clients in Citi Personal Wealth Management and Retail bank through... ...branch experience. Appropriately assess risk when business decisions are made,...PersonalHigh net worthFull timeWork at office$97k - $127k
...Location : Garden City, NY Overview: Associate Wealth Advisors work with high-net worth clients and advise them in all areas of... ...over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours$88k - $123.74k
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...High net worthFlexible hours$88.4k - $132.6k
...limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship... ...branch experience. Appropriately assess risk when business decisions are made,... ...applying sound ethical judgment regarding personal behavior, conduct and business practices...PersonalHigh net worthFull timeWork at office- ...client, a Long Island, NY based, full-service CPA firm, is seeking a Staff/Tax Accountant. Summary: This firm focuses on corporate and personal accounting services and consulting. The clients are small to mid-size companies and individuals with high income/high net worth,...PersonalHigh net worthHourly payContract workFlexible hours
$78.32k - $109.28k
...clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular... ..., adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...PersonalFull time- A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance ...High net worthWork at office
$80k - $90k
...lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi... ...serves as the liaison between the client and the Financial Advisor (FA) as part of our High-Net-Worth team. You will work with all...PersonalHigh net worthFull timeTemporary workWork at officeMonday to FridayFlexible hours- Tax Manager Work location: Garden City, NY or West Palm Beach, FL. Hybrid schedule will be considered. Responsibilities: Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities...High net worthWork at office
- ...activities, managing household responsibilities, collaborating with educators and support staff, and fostering a sense of community. Ideal candidates are compassionate, organized, and committed to diversity, personal growth, and making a lasting impact on children’s lives.Personal
- Australia-Employment in Jericho, New York is looking for a Tax Senior to join their team. The role involves preparing and reviewing various tax returns, with a focus on high-net-worth clients. Offering a hybrid work schedule, the firm emphasizes a collaborative environment...High net worth
$88k - $123.74k
...your clients?If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to private wealth clients. As one of the fastest growing firms in...High net worthLocal areaWorldwide$88k - $123.74k
...ResponsibilitiesIf yes, consider joining Baker Tilly (BT) as a Tax Senior Associate! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to private wealth clients. As one of the fastest growing firms in...High net worthLocal areaWorldwide$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst based in Hewlett, New York. The role involves identifying and nurturing client relationships, anticipating financial needs, and providing tailored solutions to affluent customers. The ideal candidate ...High net worthFull time$78.52k - $117.52k
...40 Pay Range: $78,520 - $117,520 USD Job Overview The Financial Advisor (FA) role is a three‑year program with a forgivable draw for financial... ...assets and transitions higher threshold clients to appropriate HNW Wealth partners as needed Fosters and contributes to a positive...High net worthWork at officeLocal areaFlexible hours- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net...High net worthWork at officeImmediate start
$100k
...to join our Long Island (Carle Place) or Poughkeepsie office. We’re a boutique civil insurance defense firm that handles general personal liability/tort and civil rights cases, including employment, police liability, land use, and First Amendment matters for governmental...PersonalFull timeWork at officeFlexible hours$125k - $175k
...including drafting and executing wills, trusts, powers of attorney, and other estate planning documents. 3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies. 4. Conduct legal research and analysis of...High net worthLocal area$126.5k - $166.3k
...Description:**## ResponsibilitiesJoin Baker Tilly as a Tax Manager with our New York office! This is a great opportunity to be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with firm...High net worthWork at officeLocal areaWorldwide- ...note that we will also only hire candidates that are team players.` Company Description For over 50 years our firm has offered personal service, the convenience and efficiency of a small firm combined with a domestic and global focus. Our philosophy is client centric...PersonalHigh net worthPermanent employmentFull timePart timeTraineeshipSelf employmentWork at office
- ...hospitality; Honor and follow the vision and values of the Restaurant; Communicate effectively with guests and Team Members; Set a tone for teamwork and encourage others to be positive and kind; Look for and recommend improvements for operations and personal development...Personal
$19.65 per hour
...valued. Join a team that supports you and lets you provide meaningful, one-on-one care! Job Requirements: Must have valid NYS Personal Care Aide ( PCA) or Home Health Aide ( HHA ) Certification Must be willing to work in Nassau County Proficient in...PersonalWeekly payExtra incomeFull timePart timeFlexible hoursShift workWeekend work- ...We are seeking Certified HHA's, Home Health Aide and PCA's, Personal Care Aides to become a part of The Bestcare Team! We have assignments available - all shifts! Nassau County HHA's & PCA's work near your home! Ask about our Sign On Bonus! Weekly Pay Medical...PersonalWeekly payRelocation packageAll shifts
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