High Net Worth Personal Risk Advisor
USI Insurance Services
USI Insurance Services is seeking a Personal Risk Specialist based in Metairie, Louisiana. This outside sales role focuses on meeting the unique insurance needs of affluent clients through consultative advice and relationship building. The ideal candidate will have experience in high net worth insurance sales, outstanding communication skills, and the ability to travel frequently. USI offers a comprehensive benefits package, including health and wellness programs, and a supportive work environment. #J-18808-Ljbffr USI Insurance Services
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the High Net Worth Personal Risk Advisor in Metairie, LA vacancy
- General Description 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 worthTemporary workWork at officeFlexible hoursAfternoon shift
- Personal Risk Specialist - Metairie at USI Insurance Services Location: Metairie, LA General... ...unique insurance needs of affluent/high net worth clients. In addition to cross‑selling,... ...staff. Act as a trusted partner and advisor to clients and prospects. Support cross...PersonalHigh net worthWork at officeWorldwideFlexible hoursAfternoon shift
- ...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
- ...firm that specializes in serving closely held companies and high net worth individuals. We provide a full spectrum of professional services... ...all hours over 40). 10 days paid vacation & 7.5 days paid personal time per year (start accruing immediately) Paid continuing education...PersonalHigh net worthImmediate start
- ...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 workPrivate practiceWork at officeLocal area
- ...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 workPrivate practiceWork at officeLocal area
EisnerAmper
New Orleans, LA7 days ago $100k - $250k
...Risk Advisor Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering... ...active pipeline of qualified prospects, generating leads from personal contacts, client referrals, prospect pursuit campaigns (PPC's)...PersonalWork at officeLocal area- ...delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust... ...relationships Delivers object and sound personal financial planning and advisory concepts to defined...PersonalHigh net worthLocal area
- ...Role Specifics As a Merrill Advisor Development Program – Financial... ...Advisor, you will work with high‑net‑worth individuals to identify needs... ...objectives, resources, time horizon, risk profile, and preferences... ...compliance, and personal development according to day‑...PersonalHigh net worthInterim roleImmediate startShift workDay shift
Bank of America
Harahan, LA2 days ago - ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory... ...responsible for working with high‑net worth individuals identifying needs... ..., resources, time horizon, risk profile and preferences...PersonalHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
Dormont Manufacturing Company
Harahan, LA1 day ago $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 workPwC
New Orleans, LA1 day ago- ...Orleans Louisiana About the Opportunity A highly respected, growth-oriented public... ...including C-Corp, S-Corp, Partnership, and High-Net-Worth clients Provide strategic tax... ...and compliance services Serve as a key advisor to clients and build long-term relationships...High net worthTemporary work1 day per week
gpac
Metairie, LA6 hours ago $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- ...for their Private Client Services (PCS) team in New Orleans. The role involves leading tax advisory and compliance solutions for high net worth individuals and closely held businesses. You will contribute to growth through effective client relationship management and...High net worth
- ...located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product delivery, managing risks, and developing client relationships. Ideal candidates will have 10 years of...High net worth
- ...entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals. Primary responsibilities... ...liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner. Operate...High net worthFull timeWork at officeLocal area
Focus Partners Wealth
Kenner, LA3 days ago $91k - $321.5k
...Specialty/Competency: IFS - Risk & Quality (R&Q) Industry/Sector... .... Growing as a strategic advisor, you leverage your influence,... ...ability to develop and sustain high performing, diverse, and inclusive... ...401k, holiday pay, vacation, personal and family sick leave, and...PersonalFull timeContract workH1bPwC
New Orleans, LA4 days ago- ...entrepreneurial environment emphasizing client service and tax expertise. Oversee tax planning and compliance functions for ultra‑high net worth individuals and their families, especially in the financial services sector (hedge funds, private equity, other investment-...High net worthPrivate practiceWork at officeLocal area
EisnerAmper
Harahan, LA6 hours ago - ...their financial needs. A Private Client Advisor in Chase Wealth Management offers... ...individuals and families, from early savers to high‑net‑worth clients. You will provide an... ...Build a book of business and deliver personalized investment solutions to clients, focusing...High net worth
- ...growth. You’ll model positive behavior, help with homework and activities, and collaborate with school staff. MHS values diversity, personal growth, and teamwork. This role is ideal for those passionate about mentoring youth and making a lasting impact on students’ lives...PersonalLive in
$50k - $70k
...Personal Training Manager Kenner - Kenner, LA 70065 Overview Salary Range $50,000.00 - $70,000.00 Base+Commission/year Position... ...proficiency in (working knowledge of) Trainerize Maintains a high level of customer service through healthy communication with members...PersonalFull timeWork at officeFlexible hoursWeekend workAfternoon shiftEarly shift- ...experience providing tax compliance and consulting services to high-net-worth individuals 5+ years of supervisory experience, mentoring... ...but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location...High net worthLocal area
- ...activities, managing household responsibilities, collaborating with educators and support staff, and fostering a sense of community. Ideal candidates are compassionate, organized, and committed to diversity, personal growth, and making a lasting impact on children’s lives.Personal
- ...Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established... ...base Build and maintain long-term relationships with high-net-worth clients Develop personalized financial strategies Identify opportunities to expand...High net worthRemote workFlexible hours
MBC Talent Connections
Harahan, LA1 day ago $70k - $100k
..., dependent on experience. We offer a comprehensive, industry‑leading compensation and benefits package designed to support your personal and professional well‑being: Paid time off and paid holidays 401(k) with company match: 100% match on contributions up to 3%, plus...PersonalContract workWork at officeLocal area- A leading financial services provider in New Orleans seeks a Financial Advisor to work with high-net-worth individuals in developing relationships and providing comprehensive investment recommendations. Candidates must hold Series 7 & 66 licenses and have proven experience...High net worth
- Dormont Manufacturing Co is seeking a Financial Advisor as part of the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to identify their financial needs and recommend investment solutions. You will benefit from mentorship...High net worth
- Hancock Whitney Corp. is seeking a Private Banker to coordinate the delivery of wealth products to high net worth clients. This role involves financial planning, client relationship management, and ensuring credit quality standards. The ideal candidate should have extensive...High net worth
$67.7k - $90.27k
...arrest and conviction records. Equal Employment Opportunities We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or...PersonalFull timeTemporary workRemote workWork from homeLumen
Kenner, LA3 days ago- MBC Talent Connections is looking for a Senior Financial Advisor who is experienced and has a strong client base. This role offers... ...support. The ideal candidate will manage relationships with high-net-worth clients, develop financial strategies, and have at least 10 years...High net worthRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Risk Advisor. Be the first to apply!
