Senior Personal Risk Advisor for HNW Clients
USI Insurance Services
A prominent insurance brokerage is seeking an individual to independently manage Premier clients in Tiers 2 and 3. The role includes providing technical expertise in insurance, ensuring high client retention, and maintaining accurate records. Candidates should have 8 years in Personal Lines Property & Casualty Insurance, a state license, and strong communication skills. The position offers competitive compensation with a range of $85,000 – $100,000, along with bonuses and benefits, fostering professional growth and community engagement. #J-18808-Ljbffr USI Insurance Services
$85k - $100k
...proactively managing assigned Premier clients in Client Tiers 2 and 3 (HNW & Affluent). Activities include... ...annual client review with thorough risk assessment of current and future exposures... ...Abilities 8 years’ experience in Personal Lines Property & Casualty Insurance...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours$85k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but... ...an annual client review with thorough risk assessment of current and future... ...and Abilities ~8 years' experience in Personal Lines Property & Casualty Insurance along...PersonalSeniorHigh net worthTemporary workLocal areaFlexible hours- A leading insurance brokerage is seeking a Personal Risk Specialist in Overland Park, Kansas. This outside sales role focuses on the unique insurance needs of affluent clients, requiring strong communication skills and the ability to develop client relationships. The ideal...PersonalSeniorHigh net worthFull time
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is... ...designed with your own personal skills and experience.... ...develop into a trusted advisor role to client. You... ...Identifying and reacting to risks and opportunities to... ...to challenge senior colleagues and stakeholders...PersonalSeniorHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$150k - $200k
Stepp & Rothwell is seeking a Senior Advisor in the Kansas City Metro area, offering a base salary... ...200,000. The role focuses on enhancing client experiences by collaborating with... ...supportive, team-oriented atmosphere for personal and professional growth. #J-18808-...PersonalSenior- A registered investment advisory firm in Overland Park is seeking a dedicated professional for a senior-level role focused on managing high-net-worth client relationships. The ideal candidate will have over 5 years of client-facing experience, a strong track record in processing...SeniorHigh net worth
$115k - $150k
...Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth... ...to financially successful families. Attract new clients to Private Risk that meet the minimum client profile...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hours- Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...SeniorHigh net worth
- A leading insurance brokerage firm in Kansas City seeks an experienced client services leader focusing on high-net-worth personal insurance clients. This role involves managing a book of business, cultivating client relationships, leading a team, and providing strategic...PersonalHigh net worthWork at office
$154.2k - $328.4k
Marsh Risk, located in Kansas City, is looking for a Sr. Client Advisor who will develop client relationships and provide innovative risk management solutions. The role requires at least 8 years of industry experience, preferably in Construction, and the ability to work...Senior- ...Client Service Associate Overland Park, KS, US, 66204 Kansas City, MO, US, 66012 Req... ...client experience by supporting Wealth Advisors, Bankers, Trust Officers, and managers'... ...inclusive work environment. We believe in personal and shared accountability. We treat each...PersonalHigh net worthWork at officeLocal area
- Join to apply for the Personal Risk Specialist role at USI Insurance Services... ...of affluent/high net worth clients. In addition to cross‑... ...relationship as a trusted partner and advisor to clients and prospects.... ...awards and recognitions! Seniority level: Mid‑Senior level...PersonalHigh net worthFull timeWork at officeLocal areaAfternoon shift
- ...Overland Park is seeking an experienced CFP® professional to lead comprehensive financial planning engagements for high-net-worth clients. The ideal candidate will have 5 to 10 years of experience with affluent clients and strong communication skills. Compensation includes...SeniorHigh net worth
- ...insurance firm in Kansas City seeks a Sr. Client Service Consultant to service large... ...minimum of 5 years in customer service or risk management within the insurance field and... ...supportive culture, and opportunities for personal and professional growth. #J-18808-Ljbffr...PersonalSenior
$140k - $160k
A premier advisory firm is seeking an experienced Tax Senior Manager or Director to provide advisory services to high-net-worth clients. This flexible role allows for remote, hybrid, or onsite work options. The ideal candidate has over 6 years of tax or advisory experience...SeniorHigh net worthRemote workFlexible hours$90k - $140k
Senior Business Analyst - Energy Trading Risk Management Systems With over 7,000 experts in 20 countries, Talan is... ...group dedicated to accelerating our clients' transformation through technology... ...8 paid holidays + 5 sick days + 2 personal days per year ️????Company health,...PersonalSeniorWork at office$154.2k - $328.4k
Marsh is seeking candidates for a Sr. Client Advisor in our US office. This is a hybrid role that... ...of clients and develop solutions to risk situations across a complexity spectrum.... ...marital status, nationality, parental status, personal or social status, political affiliation,...PersonalSeniorMinimum wageWork at officeLocal areaImmediate startFlexible hours3 days per week1 day per week- Travelers Canada is looking for a professional to provide risk management consulting services within Overland Park, Kansas. This role involves maintaining client relationships, developing comprehensive risk control plans, and educating clients on best practices for loss...SeniorRemote workFlexible hours
- ...Client Executive Employee Health & Benefits Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... .... With offices across North America, we combine the personalized service model of a local consultant with the global resources...PersonalLocal areaNight shift
$91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q)... ...and managing risks for clients, providing advice, and... ...Growing as a strategic advisor, you leverage your influence... ...- Managed Services - Senior Manager, you will lead... ...holiday pay, vacation, personal and family sick leave,...PersonalSeniorFull timeContract workH1b$69.92k - $109.46k
...Private Wealth Management Client Service Associate Type of Role... ...value family client segments Senior mentor for other client... ...management institution Knowledge of Personal Trust, Custody, and Investment... ...and controlling business risks Ability to work independently...PersonalSeniorWork at officeLocal areaFlexible hours$23.8 - $27.65 per hour
...Investment, and Special Asset Advisors/Portfolio Managers.... ...drives statement and client presentation reporting... ...impacts and reputational risk Identify and mitigate... ...range is for the Senior Securities Specialist -... ...paid vacation, and paid personal time. In addition, we offer...PersonalSeniorHigh net worthHourly payFull timeWork at officeMonday to FridayShift work3 days per week$154.2k - $328.4k
Marsh is seeking candidates for a Sr. Client Advisor in our US office. This is a hybrid role that... ...clients' business strategic priorities, risk strategies, and risk management needs to... ...status, nationality, parental status, personal or social status, political affiliation,...PersonalSeniorMinimum wageWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week- ...and 12+ years of relevant experience. This role offers the chance to collaborate closely with clients while improving water quality. Competitive compensation in a remote-friendly environment is available, with a focus on results and personal development. #J-18808-LjbffrPersonalSeniorRemote work
- Overview Client Specialist - Employee Health & Benefits Marsh McLennan Agency (MMA) provides business insurance, employee health &... ...retirement, and private client insurance solutions. We deliver personalized service with the global resources of Marsh. A day in the life...Personal
- ...States of America Role: Experienced client services leader focusing on high-net-worth personal insurance clients and family office... ...growth of the book. Act as a trusted advisor to clients, providing guidance and recommendations on risk management and mitigation. Lead a...PersonalHigh net worthWork at office3 days per week
$76k - $125.3k
...by side with a range of clients from our most venerable... ...key responsibilities A senior analyst in FSO EDGE WAM... ...Understand opportunity risk in relation to our... ...and status as a trusted advisor to maintain and further... ...roles to work together in person 40‑60% of the time over...PersonalSeniorSummer holidayWork at officeLocal areaFlexible hours- ...Transportation Client Coordinator Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard... .... With offices across North America, we combine the personalized service model of a local consultant with the global resources...PersonalWork at officeLocal areaNight shift
- ...successful candidate will support the Latitude Risk Programs, manage product development... ...the ability to build relationships with clients and agents. A bachelor’s degree and over... ...diverse and inclusive team dedicated to personal and professional growth. #J-18808-Ljbffr...PersonalSenior
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will...High net worth
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