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- ...Ferry's client is seeking a Private Client Services Associate to support an ultra-high-net-worth family office in a dynamic, relationship-driven environment. You will coordinate personal and business services, manage complex projects, and ensure deadlines and documentation...PersonalHigh net worthWork at office
- ...Private Client Services Associate for a High-Net-Worth Family Office Exclusive opportunity with... ...a Korn Ferry client Are you the type of person who thrives on keeping a dozen moving pieces... ...family clients and become a trusted advisor/resource High visibility and exposure across...PersonalHigh net worthWork at office
- ...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
$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$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- As an associate wealth advisor, you will work directly with the wealth management team... ...and be driven to grow professionally and personally. Responsibilities Work with your wealth... ...wealth management advice to high net worth clients Prepare thoughtful, customized...PersonalHigh net worth
- ...tax practitioners into trusted advisors. Why Tax Professionals Choose CSH... ...of work. Our expectations are high, but we recognize that family, health, and personal commitments matter. We work hard... ...Prepare and review business and high-net-worth individual tax returns, tax...PersonalHigh net worthLocal area
$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$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- ...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
$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- ...outside of work. Our expectations are high, but we recognize that family, health, and personal commitments matter. We work hard... .... Prepare business and high net worth individual tax returns, tax... ...industries, learn from experienced advisors, and build the technical and...PersonalHigh net worthInternshipLocal area
- ...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 Frequent contact with...PersonalHigh net worthFlexible 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
- ...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
$72.86k - $110.01k
## Senior Privacy & AI Risk AnalystApplyremote type: Hybridlocations: Greater Omaha Area... ...of AI use cases and helping ensure personal information is handled responsibly as the... ...planning and procedure development across Orion Advisor Solutions, including the management of...PersonalWork at officeLocal area3 days per week$96k - $181k
About The Job Reporting to the Director of Cybersecurity Risk Oversight, the Sr. Cybersecurity Risk Oversight Professional is a 2nd Line... ...with experience in Microsoft Office, Outlook and SharePoint. Personal Skills Adaptability: Demonstrates a willingness to listen to...PersonalWork at officeFlexible hoursNight shift- ...Overview As a Family Office Personal Assistant with Fischer Management, LLC, you will provide high‑touch administrative, logistical, and personal support to multiple... ...or a related field. Experience supporting high‑net‑worth individuals or families. Experience with multigeneration...PersonalHigh net worthWork at officeShift work
- ...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
$170k
...operational support for high-impact environmental,... ...investment oversight, and risk management. The CFO and... ..., auditors, investment advisors, custodians, andkey... ...the mission. The right person will understand that EarthShare... ...working with high-net-worth donors, family offices,...PersonalHigh net worthFull timeTemporary workSummer workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...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
- U.S. Bank is seeking a seasoned wealth management professional to retain and grow high net worth client relationships, coordinating a team of Banking, Trust and Investment professionals around each client to meet and exceed needs. The role requires NMLS registration under...High net worthWork at officeFlexible hours
- ...the recreational market, including boats, personal watercraft, classic cars, and more. We... ...expertise in the appropriate evaluation of risk and profitability based on sound actuarial... ...for your health insurance plan (PPO or High Deductible) Prescription drug coverage (included...PersonalTemporary workLocal areaWork from homeRelocationFlexible hours
$103.1k - $214.9k
...assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated... ...of support designed with your own personal skills and experience. EY is a dynamic... ...families. That will make you a trusted advisor and role model for your clients and our...PersonalHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...to various areas of the company to assure high quality service. Provide timely and... ...for information from internal product and risk-analysis actuaries, accountants, auditors... ...Flexible Hybrid work Thrive Days - Personal time off Paid time off (PTO) For...PersonalFull timeInternshipWork 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
- ...developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client... ...intuitive, coordinated and deeply personal. Here are some examples of... ...management firm serving high net worth and ultra-high net worth...PersonalHigh net worthWork at office
- ...General Electric Credit Union is seeking a Relationship Banking Manager to lead a dedicated team delivering personalized financial services to high-net-worth members. This role involves recruiting and coaching specialists, managing member relationships, and driving growth...High net worth
- U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen relationships with High and Ultra High Net Worth clients. You will leverage investments, banking, estate planning, and fiduciary services to craft customized strategies for...High net worth
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 Cincinnati, OH
- senior quantitative risk analyst Cincinnati, OH
- operational risk specialist Cincinnati, OH
- operational risk consultant Cincinnati, OH
- third party risk analyst Cincinnati, OH
- risk analyst Cincinnati, OH
- risk officer Cincinnati, OH
- risk consultant Cincinnati, OH
- high net worth Cincinnati, OH
- personal caregiver Cincinnati, OH

