High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services in Cleveland is seeking a Personal Risk Specialist, outside sales to affluent clients, tailoring personal risk management solutions and cross-selling opportunities. The role requires visiting high net worth individuals, developing centers of influence, and building trusted advisor relationships while traveling roughly half the time. A license and degree are expected, with MS Office proficiency. #J-18808-Ljbffr USI Insurance Services
- General Description The Personal Risk Specialist is an outside sales position focused on serving... ...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 worthAfternoon shift
$60k - $80k
...Business & Accounting) team will support a high-touch client environment by providing day... ...Experience with general corporate and personal accounting Exposure to investment accounting... ...environments Familiarity supporting high-net-worth individuals or closely held businesses...PersonalHigh net worthContract workWork at officeShift work- A leading financial services firm based in the Cleveland area is seeking a Personal Lines Insurance Specialist to manage a portfolio of high-net-worth clients. The ideal candidate will ensure exceptional client service while navigating complex insurance needs, including...PersonalHigh net worth
$75k - $90k
...Personal Lines Insurance Specialist – Client Servicing Location: Cleveland, Ohio (Hybrid... ...be a U.S. Citizen Job Overview Seeking a High Net Worth (HNW) Personal Lines Account Manager to... ...along with the ability to navigate complex risk exposures and provide strategic coverage...PersonalHigh net worthPermanent employmentFull timeWork at officeRemote work- ...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve... ...$220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
$130k
...Management, LLC is an independent investment advisor specializing in real estate, fixed... ...range of institutional clients and to high-net-worth clients, mainly through intermediaries.... ...questions and requests. Education, Skills, Personal Characteristics and Work Experience...PersonalHigh net worthWork experience placement$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- ...Financial Solutions Advisor Merrill Wealth Management is a leading provider of comprehensive... ...the life they envision through a personal relationship with their advisory team... ...to work with both affluent and high net worth clients, identifying needs, developing...PersonalHigh net worthTraineeshipWork at officeShift workDay shift
- ...cutting-edge technology, and a network of high-performing professionals, you will have... ...REITs, private equity, family office, high net worth individuals) to build relationships and... ...a desire for continuous improvement and personal growth Your Opportunity Uncapped income...PersonalHigh net worthWork at office
$150k
...planning for approximately 45-50 ultra-high-net-worth families in our Shaker Heights office.... ...working side-by-side daily with a Wealth Advisor. No silos. No micromanagement. Just... ...alongside Wealth Advisors, Trust team, and Personal CFO services to deliver integrated...PersonalHigh net worthFull timeTemporary workWork at officeLocal areaRelocation package$124k - $335k
...helps our clients design and implement personal and customised service plans that are unique... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the... ...you are expected to lead the way as tax advisors dedicated to innovation, providing our...PersonalHigh net worthH1b$70k - $140k
...colleagues across Huntington to deliver Risk Management solutions to businesses, business... ...and employee benefits consulting. Personal lines sales and expertise includes auto,... ...health. Advanced Life Insurance focuses on high-net-worth individuals with business succession and...PersonalHigh net worthBank staffWork at officeRemote workWork from homeFlexible hours$156.37k - $273.6k
...exceptional service. SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R155148... ...capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios... ...review process, and observes sound risk management practices. Serves on...PersonalHigh net worthWork experience placementH1bLocal areaFlexible hours- ...SUMMARY The Private Client Advisor serves as the primary... ...through Brunswick's proprietary risk assessment and advisory process... ...thoughtful education, personalized recommendations, and an exceptional... ...with prospective high-net-worth clients to understand their...PersonalHigh net worthRemote work
- ...Description Job Description About the Role As Private Client Group Personal Lines Account Manager , you join an independent insurance broker looking for someone with extensive high-net-worth personal lines expertise to help transform how they support and deliver...PersonalHigh net worthLong term contractPermanent employmentContract workTemporary workImmediate start
- ...The Portfolio Manager implements MAI’s investment strategy for high-net-worth clients and families within the Sports & Entertainment division. This person will also participate in various committees that comprise MAI’s investment platform. DUTIES AND RESPONSIBILITIES Frequent...PersonalHigh net worthFlexible hours
$100k
...of Sales Our client, a highly respected fee-only portfolio... ...calling, to put our client’s high-net-worth clientele first. ABOUT... ...prospects to evaluate their personal situation and provide solutions... ...~ Current Investment Advisor Representative designation, OR...PersonalHigh net worthWork at officeLocal areaRemote workHome office$97.9k - $179.5k
...operational efficiency. Overview The objective of our consulting risk services is to provide clients with a candid and reliable... ...of paid time off. Flexible hybrid working model with 40-60% in‑person collaboration expectations. Flexible vacation policy and support...PersonalFlexible hours- ...part of a team with Financial Advisors to develop financial... ...to service higher income and net worth clients. Comply with all industry... ...Strong sense of professional and personal accountability ~ Basic... ...verbal communication skills ~ Highly motivated and a self-starter...PersonalHigh net worthWork at officeLocal areaFlexible hours
- Deloitte is seeking a Specialist, Risk and Compliance Services (Personal Consultation) to support independence and conflicts processes, maintain records, and coordinate compliance activities across stakeholders. The role requires adherence to policies, timely issue resolution...Personal
$91k - $202.8k
...success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's... ...Credit Risk Review Advisor you will join a highly skilled team providing independent... ...Home Equity, Credit Card, Auto Lending, Personal Lending, Small Business, Private Bank and...PersonalFull timeTemporary workPart time$80k - $167k
...to the company’s success. As a Credit Risk Review Advisor Senior within PNC's Independent Risk Management... ...As CRR Advisor Senior you will join a highly skilled team providing independent... ...employment opportunity to qualified persons regardless of race, color, sex, religion...PersonalFull timeTemporary workPart timeWork experience placementWork at office$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...High net worth- ...Vice President to build and manage a diverse portfolio of loans and deposit products, delivering tailored financial solutions to high-net-worth clients. You will partner with a team of experts to provide exceptional service and drive growth in private banking. This role...High net worth
- ...Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put... ...-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform...High net worth
$110k
...planning and advisory firm serving small business owners and high-net-worth individuals who want a proactive, year-round financial partner... ...in public accounting must be coupled with sacrificing your personal life to succeed in your professional life, think again! What...PersonalHigh net worthSeasonal workHome officeMonday to Friday$116k - $216k
...financial needs through expert advice and personalized banking, borrowing, and investment... ...promise, acting as the primary client advisor, developing and implementing strategies... ...The Sr. RM is responsible for serving high net worth clients in their existing book as well...PersonalHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift$120k - $130k
Wealthspire Advisors is in search of a Wealth Advisor for its Beachwood... ...planning needs of our high net‑worth clients and their families.... ...analysis of investment objectives, risk tolerance, net worth, income,... ...through on commitments. Personal integrity and professional initiative...PersonalHigh net worthWork at officeLocal areaFlexible hours$170k - $220k
...of experience in public accounting Experience with business tax returns including Partnerships and Corporations Experience with high‑net‑worth individual tax planning and compliance Bachelor's degree in Accounting CPA required About Us Based out of the beautiful Chicago...High net worth$125k - $170k
...and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes...PersonalFull timeTemporary workPart timeLocal area
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