Wealth Advisor - Property & Casualty Insurance
Core
Deliver wealth planning to high-net-worth individuals and families with a specialized focus on property and casualty (P&C) insurance and risk management.
Role type
Senior Wealth Advisor (P&C Insurance Specialist)
Builds
Comprehensive wealth plans integrating P&C insurance and risk management strategies for high-net-worth clients.
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, consulting experience
Preferred skills
CAPI or CPRIA certification
Technologies
N/A
Responsibilities
Develop advisory relationships and gather client financial information; Analyze existing P&C programs (homeowners, auto, umbrella, commercial); Counsel on coverage adequacy and risk tradeoffs; Facilitate implementation with brokers and specialists; Mentor Associate Wealth Advisors; Contribute to thought leadership and marketing resources.
Seniority
Senior, hands-on IC