Wealth Advisor - Property & Casualty Insurance
Core
Deliver wealth planning to high-net-worth individuals and families, business owners, and corporate executives with a specialized focus on property and casualty (P&C) insurance and risk management.
Role type
Senior IC Wealth Advisor (P&C Insurance)
Builds
Comprehensive wealth plans integrating P&C insurance and risk management strategies
Domain
Wealth Management / Insurance / Risk Management
Required skills
P&C insurance expertise, risk management, high-net-worth client advisory, coverage analysis, liability exposure assessment, cross-selling, relationship management, financial planning, estate planning, tax planning
Preferred skills
CAPI or CPRIA certification, consulting experience
Technologies
N/A
Responsibilities
Analyze clients' existing P&C programs (homeowners, auto, umbrella, commercial), counsel on coverage adequacy and emerging risks, facilitate implementation with brokers and specialists, prepare client presentations, mentor Associate Wealth Advisors, cultivate relationships with insurance agents and brokers
Seniority
Senior, hands-on IC