Private Wealth Advisor (Private Client - Personal Strategy) - Seattle …
EmpowerSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
[Remote] Relationship Manager, Private Risk - Insurance Advisory Solutions at Foundation Risk Partners
United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Risk ManagementIndustries
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this position remote?
Yes, this is a remote position.
What is the salary for this role?
This information is not specified in the job description.
What skills are required for this position?
Required skills include strong relationship building, presentation skills (verbal and written), intermediate to advanced knowledge of agency management software, and strong insurance knowledge of high-net-worth insurance.
What is the company culture like?
The firm emphasizes demonstrating core values aligned with the corporate culture and commitment to the community through volunteer work, in a fast-paced, multi-tasking environment.
What experience makes a strong candidate for this role?
A strong candidate has 3 to 5 years of industry experience in high-net-worth insurance, holds a Property and Casualty license, has a Bachelor’s degree (preferred), and professional designations like CPCU or CIC are a plus.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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