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Freelance Risk Management Attorney Jobs in Indiana

Medical Case Manager I

Carmel, IN · On-site

$63.74K - $95.26K/yr

Attends doctors, other providers, home and in some cases, attorney's visits * Attends hospital and ... CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for ...

Attends doctors, other providers, home and in some cases, attorney's visits * Attends hospital and ... CorVel Careers | Opportunities in Risk Management In general, our opportunities will be posted for ...

Compliance and Risk Management: * Stay current with trust and estate laws and regulations. * Ensure ... Collaborate with attorneys, CPAs, and other professionals. * Assist with estate planning strategies.

Attorney Auditor

Indianapolis, IN · Remote

$70K - $75K/yr

Effectively manage invoice workflow. * Ability to work independently to finalize and approve legal ... Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive ...

The ideal candidate is a highly collaborative, responsive attorney with strong law firm training and deep experience advising business stakeholders, who is adept at managing legal risk while enabling ...

Conduct financial analysis and provide recommendations on investment strategies, asset allocation, and risk management * Collaborate with other financial professionals, such as attorneys and ...

Build partnerships with centers of influence such as accountants, attorneys, real estate ... Knowledge of banking regulations, loan documentation, and risk management practices. * Ability to ...

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Freelance Risk Management Attorney information

What is the difference between Freelance Risk Management Attorney vs Freelance Contract Lawyer?

AspectFreelance Risk Management AttorneyFreelance Contract Lawyer
CredentialsLaw degree, bar admission, specialized risk management knowledgeLaw degree, bar admission, contract law expertise
Work EnvironmentLegal consulting, risk assessment, compliance adviceDrafting, reviewing, and negotiating contracts
Industry UsageCorporate, insurance, finance sectorsBusiness, technology, entertainment sectors
Search & Comparison IntentUnderstanding legal risk advice vs contract drafting

While both roles require legal expertise and involve working independently, Freelance Risk Management Attorneys focus on assessing and advising on legal risks and compliance, whereas Freelance Contract Lawyers primarily draft and review contracts. The choice depends on whether the client needs risk mitigation or contract-specific legal services.

What are the most commonly searched types of Risk Management Attorney jobs in Indiana? The most popular types of Risk Management Attorney jobs in Indiana are:
Senior Wealth Advisor

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago


Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Profit sharing
  • Vision insurance
  • Wellness resources

Job Summary: We are seeking an experienced and relationshipdriven Wealth Advisor to deliver comprehensive financial guidance to highnetworth individuals and multigenerational families. This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer wealth with confidence. The ideal candidate brings technical expertise, emotional intelligence, and a commitment to exceptional client service.
Key Responsibilities
Client Relationship Management
  • Serve as the primary advisor to a portfolio of HNW clients, building longterm, trustbased relationships.
  • Conduct ongoing discovery to understand clients goals, values, family dynamics, and evolving financial needs.
  • Lead regular review meetings, ensuring clients remain informed and confident in their financial strategy.
Financial Planning & Advisory
Develop and implement customized, holistic financial plans covering:
  • Investment strategy and asset allocation
  • Retirement planning
  • Taxefficient wealth strategies
  • Estate and legacy planning
  • Risk management and insurance needs
  • Philanthropic and charitable giving strategies
  • Collaborate with internal specialists and external partners (CPAs, attorneys, estate planners) to deliver integrated solutions.
Investment Management
  • Construct and monitor tailored investment portfolios aligned with clients objectives, risk tolerance, and time horizons.
  • Provide ongoing portfolio analysis, performance reporting, and strategic recommendations.
  • Stay informed on market trends, economic conditions, and investment opportunities relevant to HNW clients.
Client Service & Operational Excellence
  • Ensure timely and accurate execution of client requests, transactions, and documentation.
  • Maintain meticulous records and adhere to compliance, regulatory, and fiduciary standards.
  • Partner with client service associates to deliver a seamless, hightouch client experience.
Qualifications
  • Bachelors degree in finance, economics, business, or related field; advanced degree preferred.
  • Professional designations are strongly preferred (CFP, CFA, CPWA, ChFC, or similar).
  • 5-10+ years of experience advising highnetworth clients within wealth management, private banking, or financial planning.
  • Deep knowledge of investment strategies, taxefficient planning, estate planning concepts, and multigenerational wealth issues.
  • Exceptional communication, interpersonal, and relationshipbuilding skills.
  • Proven ability to manage complex client situations with discretion, empathy, and professionalism.
Success Traits
  • High emotional intelligence and ability to navigate sensitive family dynamics.
  • Strategic thinker with strong analytical and problemsolving skills.
  • Proactive, detailoriented, and committed to delivering exceptional client service.
  • Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness.