Elite HNW Personal Risk Advisor
USI Insurance Services
A leading insurance brokerage firm is seeking a Personal Risk Specialist in Whitpain Township, PA. This role involves serving high net worth clients and requires developing tailored personal risk management solutions. Candidates must have at least 3 years of experience in insurance sales, outstanding communication skills, and the ability to travel frequently. The position offers competitive pay, incentives, and a comprehensive benefits package that supports personal and professional growth. #J-18808-Ljbffr
- ...Requirements General Description: The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance... ...with complex financial and insurance needs. The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating...PersonalHigh net worthWork at officeLocal area
- ...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent... ...staff. Establish a relationship as a trusted partner and advisor to clients and prospects. Develop and support cross-selling...PersonalHigh net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift
- A leading staffing agency is seeking a refined Senior Personal Assistant to support the President with both personal and executive duties. The role demands 5+ years' experience with high-net-worth individuals or executives, strong organizational skills, and the ability...PersonalHigh net worth
- ...helping a national client navigate complex risk, you'll be backed by the strength of a... ...Manage an assigned book of High-Net-Worth personal lines business, including accounts of varying... ...maintaining, and expanding business across the HNW and client segments. Qualifications...PersonalHigh net worthLocal area
- ...recommendations to clients Prepare and review complex tax returns for HNW Individuals, C-corps, S-corps, Partnerships, Estates, Trusts,... ...Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure...PersonalHigh net worthWork experience placementWork at officeLocal area2 days per week3 days per week
$100k
...professional boundaries at all times Preferred Background Experience as a House Manager, Estate Coordinator, Executive Assistant, Personal Assistant, Lifestyle Manager, Family Office Assistant, or similar role Experience supporting high-net-worth individuals,...PersonalHigh net worthFull timeWork at officeLocal areaImmediate startWeekend workAfternoon shiftEarly shift- ...recommendations Execute social media strategies for firm and advisor personal branding Develop and manage seminar and webinar marketing... ...required - must demonstrate deep understanding of high-net-worth (HNW) client acquisition, advisor marketing, and wealth management...PersonalHigh net worthTemporary workWork at officeLocal areaImmediate startFlexible hours
$69k - $87k
NFP, an Aon company, is seeking an Account Executive located in Pennsylvania to interact with clients and manage a book of business. The role involves preparing applications and marketing strategies while achieving revenue goals. Key qualifications include excellent communication...PersonalHigh net worthRemote jobFull time- ...develop new clients by cultivating their personal and professional networks and leveraging... ...existing clients. The SRM works closely with HNW/UHNW clients with complex investment... ...as attorneys, accountants, and business advisors Experience advising and being regarded...PersonalHigh net worthWork experience placementLocal area
- ...relationships with a strong focus on risk management and compliance.... ...partners and external advisors, including clients, co-trustees... ...consultative advice to UHNW and HNW clients to achieve their strategic... ...on your health, foster your personal resilience, and reach your financial...PersonalHigh net worthFlexible hours
$89k - $101k
...insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and... ...responsibilities include: Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios of varying...PersonalHigh net worthWork experience placementWork at officeLocal area$70k - $100k
...Overview Private Client Insurance Advisor | High-Net-Worth Focus Regional expansion into Lower Merion seeking experienced licensed... ...consultative approach and polished communication style High personal accountability and professionalism Ability to navigate...PersonalHigh net worth- ...investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level... ...every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.PersonalHigh net worthWork at officeLocal area
- ...helping a national client navigate complex risk, you'll be backed by the strength of a... ...Business Development professional to join our Personal Lines team on a hybrid work schedule.... ...Receive new client opportunities from Risk Advisors and initiate the quoting process...PersonalHigh net worthLocal area
- ...We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated,... ...; CFP, CFA, or CPA preferred. 5+ years of experience High personal accountability Commitment to Legacy’s Core Values of… Client...PersonalHigh net worthTemporary workFlexible hours
$69k - $87k
...organization of consultative advisors and problem solvers who help... ...the globe address significant risk, workforce, wealth management... ...candidates familiar with the HNW market. EST zone work schedule... ...with a variety of people and personalities. Strong leadership,...PersonalHigh net worthRemote jobFull timeWork at office$69k - $87k
...organization of consultative advisors and problem solvers. We help... ...address their most significant risk, workforce, wealth management... ..., with experience in HNW market with established key carrier... ...interact with a variety of people/personalities. Strong leadership skills....PersonalHigh net worthRemote jobFull timeWork at office$70k - $90k
...organization of consultative advisors and problem solvers. We help companies... ...their most significant risk, workforce, wealth management... ...individuals and families seeking personal lines products in the United... ...remote option for experienced PCG/HNW candidates within the East...PersonalHigh net worthWork at officeRemote work- Join to apply for the Associate Client Advisor role at Legacy Advisors . Position Summary The Associate Client Advisor (ACA) is a role... ...skills—clear, professional, and collaborative. High personal accountability with strong attention to detail and follow‑through...PersonalHigh net worthTemporary workFlexible hours
- ...investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level... ...location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities....PersonalHigh net worthWork at officeLocal area
$43.68k - $47.84k
...be "doing paperwork"you will be the primary liaison between our elite team of tax, legal, and financial experts and the families we serve... ...firm of our size, your role is high-impact; you are the "go-to" person ensuring records are meticulous, and our office operations run...PersonalHigh net worthFull timeWork at officeLocal areaWork from homeMonday to FridayShift work1 day per week- ...support to the Chief Investment Strategist (CIS) and Legacy Client Advisors in further developing our investment platform, building out our... ...to ensure their assets are always aligned with their personal objectives. Position Responsibilities Core responsibilities will...PersonalHigh net worthTemporary workFlexible hoursShift work
$25 - $38.46 per hour
...4Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses... ...realizing the impact we can have on their day, personally, professionally, and financially.Listen... ....Ensuring compliance with operational, risk, security and audit procedures and...PersonalHigh net worthHourly payDay shift- ...thrive in a fast-paced environment and adapt quickly to challenges Coachable attitude with a desire for continuous improvement and personal growth Your Opportunity Uncapped income potential directly tied to your performance Build a career in one of the most...PersonalHigh net worthWork at office
- Citizens in Lansdale, PA, is seeking a Wealth Advisor to develop personalized wealth management strategies and enhance client relationships. The role demands a strong background in financial advisory, compliance with licensing requirements, and a collaborative approach...PersonalHigh net worth
$70k - $90k
NFP Corp is seeking an Account Executive in Pennsylvania to manage high-net-worth personal lines accounts. This role involves client interaction, preparing applications, and maintaining relationships with both clients and carriers. Candidates should possess a Property...PersonalHigh net worth$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World") is... ...America and the U.K. World specializes in personal insurance solutions for affluent and high... ...to deliver comprehensive, customized risk management strategies that evolve with clients...PersonalHigh net worthBase plus commissionImmediate start- ...motivated individual to join the newly established Operational Risk Management - Methodology & Governance team as a Risk Analyst. The... ...integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of...PersonalWork experience placementFlexible hours
$46.8k - $87.4k
...how you can thrive as a Private Client Advisor at Marsh McLennan Agency (MMA). MMA provides... ...across North America, we combine the personalized service model of a local consultant with... ...critical support including quoting, risk reporting, proposals, onboarding, and other...PersonalHigh net worthMinimum wageWork at officeLocal areaNight shift$70k - $90k
.... We are an organization of consultative advisors and problem solvers. We help companies and... ...the globe address their most significant risk, workforce, wealth management and... ...wealthy individuals and families seeking personal lines products in the United States, parts...PersonalHigh net worthRemote jobWork at office
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