High Net Worth Personal Risk Advisor
$67.5k - $110kUSI Insurance Services
USI Insurance Services, located in Braintree, MA, is seeking a Personal Risk Specialist to focus on the unique insurance needs of affluent clients. The role involves developing new business, conducting client meetings, and managing sales strategies. A minimum of 3 years in personal insurance sales is necessary, as well as strong communication skills. The position offers a competitive salary between $67,500 and $110,000, along with a comprehensive benefits package including medical, dental, and 401(k). #J-18808-Ljbffr USI Insurance Services
$50k - $200k
...tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.... ...success. Continually manages a book of business to support high renewal rates. Collaborates with Client Service to analyze...PersonalHigh net worthFlexible hours$50k - $200k
...Personal Risk Advisor - High Net Worth Full-time Department Name: Sales Office Type: Hybrid Company Description Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at...PersonalHigh net worthFull timeWork at officeFlexible hours$67.5k - $110k
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,... ...relationship as a trusted partner and advisor to clients and prospects. Develop and...PersonalHigh net worthTemporary workWork at officeFlexible hoursAfternoon shift$300k - $400k
...benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to... ...are, but not limited to: Serve as the lead tax advisor to ultra-high net worth and high net worth clients and their privately capitalized...PersonalHigh net worthFull timeWork from home$105k - $250k
...employs a group of experienced advisors that help individuals and... ...client interests, as well as the personal and professional growth of... ...responsibilities include Develop a high-quality wealth management... ...with servicing high-net-worth individuals. Comfortable operating...PersonalHigh net worthTemporary workLocal areaFlexible hours$75k
...exceptional client experiences for our high-net worth client base. This individual serves as... ...primary resource for the Senior Wealth Advisor as well as Senior Leadership team members... ...Values Building and cultivating personal relationships. Achieving impactful outcomes...PersonalHigh net worthWork at officeRemote work- ...expertise for businesses and personal protection for all lines of life... ...plan. We cater to top tiered advisors in the life insurance and annuity... ...industry who specialize in high net worth clients. Our areas of expertise include impaired risk, estate and business planning,...PersonalHigh net worthInternshipLive outWork at officeLocal areaFlexible hours
- ...Citizens Bank is seeking a Wealth Advisor to join our team in Boston, Massachusetts.... ...will work closely with clients to develop personalized wealth management strategies while... ...development background and the ability to manage high-net-worth individuals. If you're ready for a...PersonalHigh net worth
- ...primary point of contact for high-net-worth clients. Build and... ...and objectives. Provide personalized tax planning and advisory services... ...materials and strategies. Risk Management Assess and... ...professional services advisor to middle-market businesses...PersonalHigh net worth
- ...inheritance matters A private client specific accreditation or working towards qualification such as STEP or SFE would be ideal The personal attributes A client‑centered focus and proactively maximising client relationships A can‑do, motivated & positive attitude...PersonalHigh net worthLocal area
$70k - $125k
...Risk Advisory Senior Consultant Optional Work from Home • New York, NY; Chicago, IL... ...importantly, the flexibility to manage your personal and professional life to focus on what... ...by business need (possibly up to 25%). High level of motivation, organization, and commitment...PersonalFull timeRemote workWork from home$106.06k - $159.14k
...Competencies and Position Requirements Dedicated to high-caliber client service Supervise staff... ...compliance and planning services to high net worth individuals and family groups CPA or JD (... ...a healthy balance between work and personal life. We support this through a variety...PersonalHigh net worthCasual workWork at officeFlexible hours- ...expertise for businesses and personal protection for all lines of life... ...plan. We cater to top tiered Advisors in the life insurance and annuity... ...industry who specialize in high net worth clients. Our areas of expertise include impaired risk, estate and business planning,...PersonalHigh net worthFull timeInternshipLive outWork at officeLocal areaFlexible hours
$139.8k - $297.9k
...Strategic Risk Advisor As a global leader in insurance broking and risk management, Marsh... ...growth by building capabilities, developing high-performing teams, and securing new... ...marital status, nationality, parental status, personal or social status, political affiliation,...PersonalMinimum wageFor contractorsWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...analyses of financial, gift, estate, and income tax issues for high net-worth individuals and their related businesses. An ideal candidate... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workPrivate practiceLocal area
$65k - $75k
...Charter, and Aircraft Sales and Management. With a focus on personalized service, Magellan Jets is dedicated to delivering customized... ...driven role focused on providing tailored aviation solutions to high‑net‑worth clients. Responsibilities include converting inbound leads...PersonalHigh net worthFull timeCasual workWork at officeWorldwideFlexible hours- ...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of...PersonalHigh net worthTemporary workLocal area
- ...Underwriter / Senior Underwriter to join its high-net-worth underwriting team. This role is ideal... ...professional who thrives on complex risks, values broker relationships, and wants... ...focused environment. Prior experience in personal lines underwriting is required. This...PersonalHigh net worthRemote work
$180k - $230k
...will have a strong background in serving high-net-worth individuals and families. They will... ...collegiality in a climate that allows for personal and professional growth and community... ...long-held reputation as premier trustees, advisors and attorneys. Hemenway & Barnes...PersonalHigh net worth$200k
...services in relation to their needs Be viewed as trusted personal and business advisor by clients Direct multiple engagements which include... ...Demonstrated success providing consultative service to high-net-worth individuals and families Market leading technical...PersonalHigh net worthWork at office- ...Job Description JOB DESCRIPTION Position: Personal Lines Account Manager - High Net Worth. A local agency needs an experienced... ...marketplace. Strong understanding of personal insurance risk management concepts and when they are useful to clients...PersonalHigh net worthLocal areaFlexible hours
- ...Seeking a hybrid Personal Lines UHNW & Family Office SR Account Manager for a top 5 national retail broker located in Dedham, MA or... ...larger. Your Impact ~ Service family office and ultra high net worth clients with accounts that are 50k in premium or larger....PersonalHigh net worthWork at officeRemote work2 days per week
- ...ongoing growth and success. WHAT WE'RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's)...PersonalWork at officeLocal area
$60k - $200k
...informed decisions to improve their risk management outcomes,... ...the U.K. World specializes in personal and commercial insurance, surety... ...Sales Executive (Client Advisor) Position Overview World... ...commercial lines insurance, high net worth / private client, employee benefits...PersonalHigh net worthBase plus commissionImmediate start$250k - $300k
...of racial, ethnic, social, economic, religious, genders, and personal backgrounds. Therefore, we encourage talented individuals of... ...ideal candidate will have experience in estate planning for high net worth clients, representing individuals, trusts, partnerships, limited...PersonalHigh net worthWork experience placementPrivate practiceWork at office$100k
...Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will... ...difference Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions Educate...PersonalHigh net worthLocal areaRemote workHome office- ...that supporting your professional and personal goals is the best way to help our clients... ...issues. Serving as a trusted advisor directly to Private Banking clients by... ...needed. Build a network of contacts in high-net worth communities by actively participating in...PersonalHigh net worthLocal area
- ...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 worthPrivate practiceWork at officeLocal area
$110k - $150k
...Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short... ...their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the...PersonalHigh net worthTemporary workFor contractorsLocal area- ...& foundations, pension plans, and ultra-high net worth private clients implement and manage custom... ....* Identify opportunities to reduce risk and increase scalability of existing processes... ...with the trust, independence, and personal attention of a boutique firm.### Get in...PersonalHigh net worthWork experience placementLocal areaWorldwide
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