13 client advisor jobs found in Austin

Company: Marsh Description: We are seeking a skilled Client Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week. The Proof of Insurance Advisory Specialist manages and verifies proof‑of‑insurance processes with a strong focus on accuracy, regulatory compliance, and exceptional client service for complex client programs. This role requires an active broker license to support client-facing activities and policy verification . We will count on you to: Prepare, verify, and issue proof-of-insurance documents, including Certificates of Insurance (COIs), Auto ID cards (digital and physical) and other regulatory or lender-required proof of coverage Enhance client service by serving as a trusted advisor across multiple touchpoints (phone, email, portal messaging) Delivering professional, timely, and client-friendly communications Validate policy details against...

Job Title: Sr. Wealth Advisor Compensation: $200,000 per year (2-year forgivable draw) Location: Hybrid-Austin, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work...

Job Title: Associate Advisor Compensation: $75,000 salary plus commission once Series 65 is obtained Location: Austin, TX (Hybrid) Department: Sales Reports To: Vice President of Private Wealth Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Job purpose: As an Associate Wealth Advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s...

Description Summary: Responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. Candidate must reside in Austin or Waco, TX. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate complex hardware and software needs. Build pipeline, convert leads, navigate...

Company: Marsh Description: We are seeking a skilled Corporate Tax & Insurance Advisor to join our team at Marsh. This hybrid role is based in Austin, TX, with an expectation of working in the office at least three days per week. As part of our Operations team, you’ll help ensure surplus lines placements are fully compliant while supporting brokers and internal partners across complex transactions. We will count on you to: • Partner with client‑facing and market‑facing teams to review escalations and confirm surplus lines placements are compliant before binding • Ensure accurate invoicing and timely submission of documentation to the surplus lines processing unit • Guide colleagues on placement workflows to support on‑time, accurate filings • Build and maintain relationships with regulators across assigned jurisdictions • Serve as the primary contact for escalations, audits, and regulatory inquiries • Stay current on state statutes, regulatory changes, and...

Company: Marsh Description: We are seeking a talented individual to join our Surplus Lines Tax team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. As a Surplus Lines Tax Manager, you will lead a team of Tax Advisors, overseeing day-to-day surplus lines tax operations and guiding the team through complex analytical tasks and projects. You will collaborate closely with client-facing and market-facing colleagues, as well as senior leadership, to ensure accurate surplus lines tax filings, regulatory compliance, and continuous process improvement across assigned jurisdictions. We will count on you to: Lead and oversee the Surplus Lines Tax team, providing ongoing mentoring, coaching, and performance evaluation to support professional development and high-quality output. Manage daily surplus lines tax operations, implementing processes and policies to optimize...

Company: Marsh Description: We are seeking a talented individual to join our Proof of Insurance Advisory team at Marsh. This role will be based in Austin, TX.  This is a hybrid role that has a requirement of working at least three days a week in the office. As a POI Advisory Manager, you will lead and oversee the Proof of Insurance Advisor team, ensuring accurate, efficient, and compliant management of proof of insurance processes for complex client programs. You will supervise client-facing activities, guide policy verification and issuance, and act as the escalation point for complex issues while partnering with brokers, clients, carriers, vendors, lenders, and internal departments to drive superior service and operational excellence. We will count on you to: Supervise daily operations of the Proof of Insurance Advisor team, ensuring timely preparation, verification, and issuance of Certificates of Insurance (COIs), Auto ID cards, and other required proof of...

Description Summary: The Treasury Management Area Sales Manager is responsible for managing a team of Sales Advisors and Sales Specialists within a defined region.  Duties and Responsibilities: Work with the Sales Director and/or Sales Manager in the development of a sales strategy for the respective area of responsibility while ensuring the execution of the strategy.  Provide leadership; mentorship; and communicating direction and group strategy to the Sales Advisors and Sales Specialists in order to meet established Treasury Management goals.  Responsible for sales prospecting, product pricing and structuring, and customer proposals.  Develop and maintain profitable and quality cash management relationships with the largest and most complex customers.  Maintain and manage to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Execute a partnership...

Who We Are.   At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value. We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported in every decision.     As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies. With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.     What sets us apart? We’re data-driven for better value and people led for better service. Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage. We're building something meaningful and looking for...

Job Title: Relationship Manager Location: Austin, TX (Hybrid) Compensation:   $72,000-$76,000 Incentive Compensation:   7.5% of servicing client revenue Reports to: VP of Institutional Advisory & ERISA Governance Schedule:  8:00am-5:00pm (M-F) Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team....

Description This role is primarily remote in the state of Texas (Central Texas) except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   Liberty Mutual...

Job Title:  Tax Services Manager Comp: $90,000-$110,000 plus 15% discretionary yearly bonus Location:  Austin, TX or Richmond, VA Workplace Type: Hybrid Supervisor:  JoAnn Hicks About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Tax Advisory provides tax planning and preparation services for wealth clients on behalf of HUB Investment Partners, a registered investment advisory firm dedicated to providing comprehensive wealth management services to high net worth individuals and families. We deliver personalized investment strategies, financial planning, and exceptional client service. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining...

Company: Marsh Description: We are seeking a talented individual to join our BCS Proof of Insurance team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office. As the BCS Leader-Proof of Insurance, you will provide senior leadership and strategic direction to a large, multi-location Proof of Insurance Advisory and Production team spanning onshore and offshore locations. You will oversee the accurate, efficient, and compliant delivery of proof of insurance for complex client programs globally, while driving operational excellence, regulatory adherence, and superior client and broker service. You will also lead the design of scalable processes, tools, and training that support consistent service and performance across all geographies. We will count on you to: Lead and oversee a large, geographically dispersed Proof of Insurance team, ensuring consistent and timely...