High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services is seeking a Personal Risk Specialist in Irvine, CA. This outside sales position targets affluent clients' unique insurance needs. Responsibilities include consulting, relationship management, and business development through existing and new client sources. Candidates should have strong consultative sales skills and a drive to meet annual sales goals. USI offers competitive pay and recognizes top sales associates through the USI PEAK program along with a culture of employee growth and development. #J-18808-Ljbffr USI Insurance Services
$80k - $105k
...Requirements General Description: The Personal Risk Specialist is an outside sales... ...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 officeLocal areaFlexible hoursAfternoon shift$80k - $105k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused... ...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 officeLocal areaFlexible hoursAfternoon shift- A global professional services firm is seeking a Manager in Private Tax to provide personal advice and compliance support to business owners and high-net-worth individuals. You'll lead tailored tax strategies for complex family structures, engage in wealth management,...PersonalHigh net worth
$32k - $50k
...Personal Risk Service Center Account Coordinator NFP, an Aon company, is a multiple Best... ...We are an organization of consultative advisors and problem solvers. We help companies... ...more complex accounts for affluent and high-net-worth clients and building a strong...PersonalHigh net worthFull timeRemote workWork from homeShift work- ..., offers team members an opportunity for upward mobility and personal growth in a dynamic work environment. We offer challenging projects... ...of individual, partnership, corporate, and consulting to high net worth entrepreneurs, businesses and family groups. Industries...PersonalHigh net worthFlexible hours
$250k - $350k
...California's premier litigation teams handling high-stakes business, commercial, real estate,... ...professional, entrepreneurial, and high-net-worth clients. Step into a role built for a... ..., employment litigation, catastrophic personal injury, and other sophisticated civil...PersonalHigh net worthWork at office$90 - $120 per hour
...thing they all have in common is they are high growth private companies. As many... ...plenty of support designed with your own personal skills and experience. EY is a dynamic place... ...tax returns, income tax planning of high‑net‑worth individuals and families, partnership tax...PersonalHigh net worthHourly paySeasonal workRemote workFlexible hours$116.5k - $216.9k
...North America, we combine the personalized service model of a local... ...zone. Lead a team of Sales & Risk Consultants to ensure proper... ...Ensure effective and efficient high-quality execution of these functions... ...experience in the High‑Net‑Worth marketplace. Expertise in technical...PersonalHigh net worthMinimum wageLocal areaFlexible hoursNight shift$150k - $230k
...equity and venture capital, and high-tech help build sustainable... ...and estate planning, evaluating risk tolerance. Assesses client\'s... ...expand their wealth. Target High Net Worth clients and cash deposits,... ...technical publications, maintaining personal networks, participating in...PersonalHigh net worth- ...firm focuses on estate and business succession planning for high and ultra-high net worth individuals and families and their closely held... ...strikes an agreeable balance between our professional and personal lives. ~ Collaborative work environment where together...PersonalHigh net worthWork at office
$76k - $125.3k
...support designed with your own personal skills and experience. EY is... ...tax planning and advising of high net worth individuals and families,... ...you to develop into a trusted advisor role to client. You will work... ...Identifying and reacting to risks and opportunities to improve...PersonalHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$225k - $250k
...with the CEO and other senior leaders, cultivate and solicit high-net-worth donors to drive a multi-million-dollar strategic fundraising... ...a regular requirement of this role, employees who operate a personal or company vehicle for work purposes must maintain a valid driver...PersonalHigh net worthWork experience placementWork at officeWeekend workAfternoon shift$10k
...the world with its powerful storytelling, high production values, and authentic... ...at every giving level in our mission. The person in this critical role will work remote from... ...research team, identify donors among high‑net worth families, Christian business leaders, family...PersonalHigh net worthWork at officeRemote workWorldwide$132.5k - $205k
...full range of relationship-focused services to meet personal, business, and wealth‑management financial... ...and enhancing long‑term client relationships with High‑Net‑Worth individuals and families. As a trusted advisor, this role manages the clients’ relationships across...PersonalHigh net worthFlexible hours$34.55 - $55.19 per hour
...including facilitating credit risk recommendations. The Credit Associate... ...Associate helps maintain high standards of credit quality... ...largely of mini-perm loans to high net worth individuals and family offices... ...foundational understanding of personal financial statements, real...PersonalHigh net worthHourly payPermanent employmentWork at officeRemote work- ...Personal Lines Account Executive In a rapidly changing world, HUB... ...interface/marketing, coordination of risk control resources, relevant... .... Qualifications High School Diploma / GED; College... ...required lines and states. High Net Worth Experience Familiar with...PersonalHigh net worthWork at officeLocal areaFlexible hours
- ...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
$100k - $125k
...management solutions to business owners, ultra‑high‑net‑worth individuals, and their families, with... ...(Mike Kiley) and secondarily to other advisors. The primary functions of this role... ...software programs. Ability to use personal discretion to deal with sensitive and confidential...PersonalHigh net worthFull timeWork at office$129k - $238k
...maintain, and build relationships with high-net-worth clients. This is first and foremost a sales... ...from clients and Center of Influences, personal community involvement and from internal... ...proactive manner with clients and with all risk areas, especially the Credit team when...PersonalHigh net worth- ...Personal Lines Risk Advisor Insurance Town Agency — Orange County, CA Protect People. Build Relationships. Grow With a Team That Wins Together. We’re not looking for a pushy salesperson. We’re looking for someone who genuinely enjoys helping people protect what...PersonalFull timeWork at office
$200k - $300k
...stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable... ...sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area...PersonalHigh net worthFull timeLocal area$41.83 - $66.81 per hour
...management team focused on the long‑term risk‑adjusted returns for the bank within the... ...largely comprised of mini‑perm loans to high net worth individuals and family offices across a... ...must have foundational understanding of personal financial statements, real estate schedules...PersonalHigh net worthHourly payPermanent employmentWork at officeRemote work- ...that strikes an agreeable balance between our professional and personal lives. Collaborative work environment where together we... ...workpaper systems (we will train). Interest in wealth management and high net worth client service. Skills: Proficiency with Microsoft Excel and...PersonalHigh net worthWork at office
- ...community. THE OPPORTUNITY: The Personal Lines Account Executive... .../marketing, coordination of risk control resources, relevant collaboration... .... QUALIFICATIONS: High School Diploma / GED; College... ...lines and states. High Net Worth Experience Familiar with Home...PersonalHigh net worthWork at officeLocal areaRemote workFlexible hours
$106.5k - $195.1k
...companies. These clients are high-growth private companies, from... ...support designed around your own personal skills and experience. As a... ...wealth management, including High Net Worth Individuals’ personal business... ...a strong focus on quality and risk management. You will be...PersonalHigh net worthWork experience placementSummer holidayImmediate startFlexible hours$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...to help our team members balance their personal and professional life commitments. These...PersonalHigh net worthTemporary workWork at officeImmediate start$99k - $266k
...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... ...Generalist team you shall lead the way as tax advisors dedicated to innovation, providing...PersonalHigh net worthFull timeContract workH1b- A global financial services institution is seeking a Sr Portfolio Advisor in Newport Beach. The ideal candidate will manage high-value personal trust investments, develop personalized investment strategies, and lead innovative investment initiatives. Candidates should possess...PersonalHigh net worth
$83.6k - $113.9k
...of entity types, including partnerships, S-corporations, and high-net-worth individuals* Proven experience reviewing tax returns and mentoring... ...transfer knowledge and skills to the team* Engage in ongoing personal development in line with the competency model* Working and...PersonalHigh net worthContract workTemporary workWork at officeLocal areaFlexible hours$127.63k - $237.01k
...and manages client relationships with high- net- worth and ultra- high-net-worth individuals and... ...profitability and portfolio risk and is responsible for profitable growth... ...from clients and Center of Influences, personal community involvement, and from internal...PersonalHigh net worthRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Risk Advisor. Be the first to apply!
- it risk analyst Irvine, CA
- senior quantitative risk analyst Irvine, CA
- risk analyst Irvine, CA
- operational risk specialist Irvine, CA
- operational risk consultant Irvine, CA
- risk officer Irvine, CA
- risk consultant Irvine, CA
- high net worth Irvine, CA
- personal injury paralegal Irvine, CA
- personal security Irvine, CA


