High Net Worth Personal Risk Advisor
USI Insurance Services
A leading insurance brokerage firm in Cincinnati is seeking a Mid-Senior Personal Risk Specialist. This outside sales role focuses on affluent clients, prioritizing business development and personalized risk management solutions. Candidates should have at least three years of experience in high net worth insurance sales, outstanding communication skills, and a willingness to travel frequently. Competitive salary and comprehensive benefits are offered, including a dynamic professional development culture. #J-18808-Ljbffr USI Insurance Services
$56.85k - $72.49k
Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, the primary focus is business development, establishing additional sources...PersonalHigh net worthFull timeWorldwideFlexible 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 workLocal areaFlexible hours
- Truist seeks a Senior Wealth Advisor to manage a portfolio of high net worth business owners within the Wealth segment. You will deliver integrated wealth services including planning, investments, personal trust and estate planning, insurance and strategic credit, plus...PersonalHigh net worth
- ...firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest... ...value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact...PersonalLocal area
- ...tax practitioners into trusted advisors. Why Tax Professionals Choose... ...outside of work. Our expectations are high, but we recognize that family, health, and personal commitments matter. We work hard... ...and review business and high-net-worth individual tax returns, tax...PersonalHigh net worthLocal area
$96k - $181k
...financial needs through expert advice and personalized banking, borrowing, and investment... ...promise, acting as the primary client advisor, developing and implementing strategies... ...needs. The RM is responsible for serving high net worth clients in their existing book as well...PersonalHigh net worthFull timeWork at officeLocal areaFlexible hoursNight shift- ...passionate about both professional and personal growth. Responsibilities: Manage... ...value-added services that Mariner Wealth Advisors can offer Collaborate with peers and... ...strategic tax planning solutions for high-net-worth individuals and closely held businesses...PersonalHigh net worth
$105k - $161.3k
...such as manufacturing, real estate, professional services, and high net worth individualsManage engagements and provide knowledgeable... ...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 worthFull timeWork experience placementWork at officeLocal area- ...complex tax compliance, drive high-level tax planning initiatives... ...corporations, partnerships, and high-net-worth individuals. Strategic... ...tax implications. Risk Management: Maintain the firm'... ...support your professional and personal well-being. Benefits...PersonalHigh net worthFlexible hours
$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 timeH1b$91k - $321.5k
...personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses.Growing as a strategic advisor, you leverage your influence, expertise,... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view...PersonalHigh net worthFull timeH1bRemote work$91.77k - $212.75k
...and achieve objectivesAct with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work... ..., and OutlookStrong technical skills in the following areas: High Net-Worth Individuals, Partnership and Multi-State Taxation TheorySolid...PersonalHigh net worthH1bLocal areaWeekend work$180k - $195k
...irrevocable trust planning tools Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family... ...day” policy, and robust support for both professional and personal development.Associateshavea clear, competency-based,path topartnership...PersonalHigh net worthTemporary workWork at office$77k - $214k
...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 clients...PersonalHigh net worthH1b- ...Requisition ID: 1889 GENERAL JOB DESCRIPTION The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. DUTIES AND RESPONSIBILITIES...PersonalHigh net worthFull timeFlexible hours
$180k - $195k
...irrevocable trust planning tools Direct client experience with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals in a Family... ...day” policy, and robust support for both professional and personal development. Associates have a clear, competency-based, path...PersonalHigh net worthTemporary workWork at office- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities... ...forward. We hope you’ll grow as a person and leader in your field and transform... ...providing comprehensive support to our high-net-worth clients by working closely with experienced...PersonalHigh net worthWork at officeLocal area
- ...ground-floor retail/commercial Investor-facing experience with high-net-worth and family-office capital; poised and conveys credibility in... ...solve problems and do so with a positive attitude. Personal Growth. Have the desire and internal fortitude to give of your...PersonalHigh net worthWork at office
- ...positive attitude and the highest level of personal integrity to join our tax team as a Tax... ...Other duties as requested by Tax Advisors and Tax Administrators Required Qualifications... ...financial advisory firms. We serve high-net-worth individuals & their families,...PersonalHigh net worthTemporary workPart timeWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours
- Description At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...of planning teams and Wealth Advisors Completes financial plans, investment... ...the country. We combine a boutique's personal service, creativity and objective advice...PersonalHigh net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the... ...accurate attention to detail Demonstrated knowledge of personal financial planning concepts and broader industry expertise...PersonalHigh net worthWork experience placementWork at office
- ...achieve their financial goals through personalized planning and investment strategies... ...Management, Huntington Financial Advisors Service, and Ultra High Net Worth/Family Office. These positions... ...Retirement Planning, Estate Planning, Risk Management and Insurance,...PersonalHigh net worthFull timeWork experience placementSummer workInternshipSummer internshipH1bWork at officeRemote workWork from homeFlexible hours
- ...and technology services to our high-profile clientele, comprised... ...proven track record as trusted advisors effectuating transformative results... ...values diversity, encourages personal growth, and welcomes you to an... ...professionals to join our Risk & Controls team and help us further...PersonalWork experience placementLocal areaRemote workFlexible hours
- ...growth At Corient, we help high- and ultra-high-net-worth individuals and families to... ...a client's life, including risk management, retirement planning... ..., we combine the personal service and objectivity of... ...exclusive network of best-in‑class advisors, capabilities and solutions...PersonalHigh net worthPermanent employmentTemporary workSummer workInternshipWork at officeFlexible hours
$90k - $110k
...Utilize objective and sound personal financial planning and financial... ...planning, insurance and risk management services, strategic... ...Effectively partner with the Wealth Advisors to develop business owner... ...Client Relationships with High Net Worth business owners Serve as the...PersonalHigh net worthFull timePart timeWork at officeLocal areaShift workNight shiftDay shift- ...requires a detail-oriented attorney capable of delivering practical, tax-efficient solutions for high-net-worth clients while collaborating with colleagues and external advisors.Key ResponsibilitiesAdvise clients on estate planning and federal/state tax issues, tailoring...High net worthPrivate practice
- ...Personal Assistant Erlanger, KY As a Family Office Personal Assistant with Fischer Management, LLC, you will provide high-touch administrative, logistical, and personal support to multiple... ...field. Experience supporting high-net-worth individuals or families....PersonalHigh net worthWork at officeShift work
- ...seeking a Tax Managing Director for Private Client Services (PCS) to lead engagements, drive tax planning, and deliver high‑touch consulting for high net‑worth clients. This role sits on the office/region leadership team, shaping strategy and client relationships. You will...High net worthWork at office
- ...USA is seeking a Tax Senior in Private Client Services to deliver tax compliance and consulting to high net-worth clients. You will work with clients and their advisors, prepare complex returns, and guide staff in a fast-paced environment. Requirements include a bachelor...High net worth
- ...for the Family Office. This role will serve as the strategic advisor on all tax matters, partnering closely with the Principal, Chief... ...structures, and tax-efficient wealth transfer strategies for high-net-worth individualsExperience overseeing complex tax structures...High net worthWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Risk Advisor. Be the first to apply!
- operational risk specialist Cincinnati, OH
- risk officer Cincinnati, OH
- senior quantitative risk analyst Cincinnati, OH
- risk analyst Cincinnati, OH
- risk consultant Cincinnati, OH
- it risk analyst Cincinnati, OH
- operational risk consultant Cincinnati, OH
- high net worth Cincinnati, OH
- personal injury legal assistant Cincinnati, OH
- entry level personal training Cincinnati, OH



