25 financial planning advisor jobs found in Chicago

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Director, Corporate Development serves as a strategic advisor and enterprise leader responsible for identifying, evaluating, and executing M&A growth opportunities that advance Allstate's long-term business objectives. This role leads all aspects of mergers and acquisitions, divestitures, and joint ventures, from opportunity assessment and valuation through transaction execution and integration planning. Partnering closely with senior executives, business leaders, Finance, Legal, Strategy, and external advisors, the Director...

The Client Executive, Key Markets serves as a strategic advisor to PEO clients, driving retention, profitability, and long-term business growth. This role develops executive-level client relationships, leads strategic planning and renewal initiatives, identifies opportunities for innovative plan and policy solutions, and negotiates contracts and broker agreements to optimize outcomes while managing risk. Leveraging deep industry expertise and a consultative approach, the Client Executive delivers customized solutions that align client objectives with business goals and enhance the overall client experience. You Will: Develop and maintain strategic relationships with broker partners, consultants, and PEO leadership teams to strengthen Guardian's market position and influence retention, growth, and renewal outcomes Own portfolio health by balancing retention, growth, persistency, and profitability objectives while developing strategies to mitigate risk and improve...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Overview The Senior Finance Data Analyst partners with Finance, Business Operations, and Technology teams to deliver high‑quality analytics and business intelligence that enable data‑driven decision‑making. This role translates...

Scope This is an opportunity to join a high-impact marketing team focused on advancing key business priorities across North America Insurance. We are seeking a senior strategic marketing professional to lead retail marketing across North America Insurance. The role will serve as a senior advisor to the business leadership across the retail organization, and oversee a broad portfolio spanning Property, Casualty, Financial Lines, M&A, and other core retail business lines. The Director will partner closely with business stakeholders across the retail organization to develop and execute integrated marketing strategies that strengthen broker and client engagement, elevate market visibility, and support business growth priorities. This role requires a highly collaborative marketing professional who can operate strategically while driving execution across campaigns, thought leadership, events, communications and engagement initiatives. The ideal candidate brings strong...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Serves as a people leader responsible for identifying, designing, and implementing third-party vendor solutions that enable Claims strategy and operational excellence. Acts as a trusted advisor to Claims leadership, proactively bringing forward innovative solutions, emerging capabilities, and market insights that enhance customer outcomes, improve efficiency, and drive competitive advantage. Partners closely with business leaders across all phases of sourcing and contracting from project planning through execution ensuring alignment to strategic priorities. A key focus area includes category strategy development and execution, incorporating a deep understanding of Claims business objectives...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? This is an exciting new opportunity to make a big impact! We are looking for an experienced Employee Benefits National Accounts Sales and/or Account Management, to make a slight career shift and become our new Training & Development Specialist in our National Accounts and large case space! You must have performed in a National Accounts role w/ ancillary EB products to be...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Key Outcomes • Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution • Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA • Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience • Execution of effective territory and agency management plans that support sustainable growth and placement behavior JOB DESCRIPTION: Primary Responsibilities (% of time) Day-to-Day Sales Execution 35% Drive individual submission deal flow into Small Business; manage...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The Employee Relations Director is a high-impact enterprise leader responsible for shaping how Employee Relations drives trust, fairness, and risk mitigation across the organization. This role leads and coaches a high-performing team while setting the standard for thoughtful, data-informed investigations and consistent case management practices. As a strategic advisor to HR and business leaders, this individual brings strong judgment and a forward-looking lens to varied ER matters. Combining hands-on expertise with a continuous improvement mindset, the Employee Relations Director elevates ER practices, enables better decision-making, and delivers clear, people-centered solutions that...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations.   Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way .   The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our Client Centric, Risk Centric and Technology Centric strategies   Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH) is a holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a financial...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH) is a holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a financial...

About TMHCC Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world. Every policy we write is special, enabling our clients to do amazing things. From insuring the crops that feed us to the rock concerts that entertain us, to rescuing international travelers in trouble. Organic growth and over 60 successful acquisitions have grown our 2023 Gross Written Premium (GWP) to over $7.5 Billion. Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work. What We Offer ·         Competitive salary and employee benefit package ·         Strong learning culture ·         Growth perspectives ·         6% 401K match ·         20 days...

The Role As a Senior Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and...

The Role As a Senior Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and...

About HUB HUB International is one of the world's largest insurance brokers, with more than 550 offices across North America. We advise businesses and individuals across every major industry on how to protect what matters most, combining the resources and reach of a global firm with the entrepreneurial culture of an independent brokerage. Our people are recognized throughout the insurance community for their expertise, advocacy, and commitment to doing right by their clients. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on...

ABOUT US     At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to   maintain   their own unique, regional culture while   leveraging   support and resources from our corporate centers of excellence.        HUB is   one of the   largest global insurance and employee benefits   broker , providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over   $5 billion   in revenue and almost   20,000 employees   in 600 offices throughout North America, HUB has   grown substantially, in   part due to our...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary: Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives. You'll proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships. In this dynamic position,...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Manages the enterprise Ledger Reconciliation function for insurance receivables and related accounting, including Surety. The role leads operational execution, financial close governance, journal entry approval, audit support, BPO partnership strategy, control discipline, and continuous improvement across a high-volume and increasingly complex receivables environment. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Oversees enterprise general ledger reconciliations for insurance receivables and related accounting, including Surety, ensuring reconciliations are accurate, supported, completed...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Officer-level leader responsible for the strategic direction, leadership, and performance of CNA’s Client Services organization, ensuring the delivery of a consistent, differentiated claims experience across enterprise product lines and business segments. Leads a national team of client-facing professionals who serve as trusted advisors to customers, underwriting partners, and distribution partners, driving service excellence, client retention, and profitable growth. Develops and maintains strong executive-level relationships with key distribution partners, brokers, and agencies across the country, serving as a visible ambassador for CNA Claims and a critical contributor to market...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary   We are seeking a Principal Engineer to serve as the senior-most individual contributor and technical leader for our customer-facing web and mobile platforms. Reporting to the Senior Director, Customer Web and Mobile Experience, this role sets the technical direction for the React and...