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Chicago wealth planner

41 wealth planner jobs found in Chicago

Ascot Group
05/25/2026  
Senior Underwriter, Environmental
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: One Ascot. 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 unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....
Ascot Group Chicago, IL
Ascot Group
05/25/2026  
Senior Underwriter, Environmental
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: One Ascot. 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 unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....
Ascot Group Chicago, IL
Independence Pet Group
05/22/2026  
Technical Program Manager - Customer Platforms & D365
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.  Title: Technology Program Manager – Customer Platforms & D365 Department: IPH Technology & Data Reports to: Technology Portfolio & Delivery Leader Location: Chicago, IL Job Summary: Independence Pet Holdings (IPH) is undertaking a multi-year enterprise transformation to modernize...
Independence Pet Group Chicago, IL Full Time
Pet Partners Pet Insurance
05/22/2026  
Technical Program Manager - Customer Platforms & D365
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.  Title: Technology Program Manager – Customer Platforms & D365 Department: IPH Technology & Data Reports to: Technology Portfolio & Delivery Leader Location: Chicago, IL Job Summary: Independence Pet Holdings (IPH) is undertaking a multi-year enterprise transformation to modernize...
Pet Partners Pet Insurance Chicago, IL Full Time
MSIG North American
05/21/2026  
Underwriting Assistant
MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Responsible for supporting the underwriting process for property coverages. Under minimal supervision provide technical underwriting and administrative support for assigned new and renewal accounts. Including but not limited to collecting data, account setup, rating, producing quotes and binders, issuing policies and endorsements. Proactively assist in ensuring the underwriting process is handled efficiently and accurately. Provide Underwriters with required reports and analysis....
MSIG North American Chicago, IL Full Time
AIG
05/19/2026  
Assistant Vice President - Mass Tort and Complex Casualty
Assistant Vice President – Mass Tort and Complex Casualty Claims At AIG, we are reimagining the way we help customers to manage risk. Join us as a Mass Tort and Complex Casualty Assistant Vice President to play your part in that transformation. You’ll work with some of the best claims and underwriting minds in the industry addressing challenging claims and sophisticated coverage issues, and helping our businesses develop products to address the rapidly evolving risk environment. Grow your career at the forefront of Casualty insurance. In Complex Casualty Claims, we strive to live AIG’s corporate values: Take Ownership, Set the Standard, Win Together, Be an Ally, Do What’s Right. At AIG, we are committed to creating a culture that truly respects and celebrates each other’s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities...
AIG Chicago, IL Full Time
Markel
05/18/2026  
Underwriting Support Specialist/Sr. Underwriting Support Specialist
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! Underwriting Support Specialist/Sr. Underwriting Support Specialist - Lawyers Professional Liability The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding...
Markel Chicago, IL Full Time
Sompo International
05/15/2026  
AVP, E&S Property
Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an Assistant Vice President in our E&S Property team. Our E&S Property team considers all types of commercial occupancies for catastrophe protection based on individual risk characteristics. We entertain single location risks as well as large schedules of locations and consider risks throughout the US including those located in both catastrophe prone and non-catastrophe prone areas. Location: This position will be based out of our Chicago, IL; New York, NY; Morristown, NJ, Garden City, NY, Purchase, NY and Boston, MA areas. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Effectively drive acceptable submission activity and quickly determine acceptability of risk in accordance with...
Sompo International Chicago, IL Full Time
AXIS
05/15/2026  
Claims Specialist
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...
AXIS Chicago, IL Full Time
Sun Life
05/13/2026  
Health Advisor
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues...
Sun Life Chicago, IL Full Time
HUB International
05/12/2026  
Project Manager
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 a 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 industry leading success in mergers and acquisitions Job Overview HUB International’s Technology and Operations Delivery...
HUB International Chicago, IL Full Time
GEICO
05/08/2026  
Territory Sales Manager (Chicago, IL)
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 through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  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. Territory Sales Manager LOCATIONS: Candidates must reside and be able to travel within their geographic area. Territory sizes are dependent on the state the candidate manages. City to reside in/near: Chicago, IL: Territory : Half of IL: Travel: 40 % SUMMARY : We are seeking a Territory Sales Manager position who will be responsible for growth of agency relationships to increase profit of...
GEICO Chicago, IL Full Time
Markel
05/05/2026  
Underwriting Specialist / Executive Underwriter Property
What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and drive projects having an impact on the business. Assigned larger, more important and more complex accounts. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including cancellation and non-renewal, within assigned territory to properly transact business within each state....
Markel Chicago, IL Full Time
Sedgwick
05/03/2026  
Disability Clinical Team Lead
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Clinical Team Lead PRIMARY PURPOSE :  To supervise the operation of Disability Clinical Consultants for disability clients; to monitor colleagues’ workload, provide training and monitor individual claim activities; to provide clinical direction to Disability Clinical Consultants; and to review complex cases as appropriate. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as clinical liaison for the claims team to ensure understanding of the Nurse...
Sedgwick Chicago, IL
HUB International
05/03/2026  
Assistant Vice President, Business Development Manager, Commercial Insurance
Specialty Programs Group – Transportation (SPGT) is seeking the position of Assistant Vice-President of Business Development. This position is looking for a self-motivated individual with a strong knowledge of insurance, wholesale and retail distribution, and marketing.  Responsible for managing and executing each assigned specialty segment strategy for distribution excellence for your designated geography. At the same time continue to build each brand, leading to increased industry recognition, revenue, relevance, and respect amongst our target audience: agents, brokers, carriers, and employees. Support the operating, financial and strategic goals for all SPGT Divisions in collaboration with the respective leaders. Key Areas of Responsibility: Insurance Product Line Responsibility: Represent all SPGT Divisions, products and services to all sizes of 3rd party insurance distributors, in the assigned geography, to drive profitable growth.  New Relationships - Sales...
HUB International Chicago, IL Full Time
HUB International
05/03/2026  
Assistant Vice President, Business Development, Commercial Insurance
Specialty Programs Group – Transportation (SPGT) is seeking the position of Assistant Vice-President of Business Development. This position is looking for a self-motivated individual with a strong knowledge of insurance, wholesale and retail distribution, and marketing.  Responsible for managing and executing each assigned specialty segment strategy for distribution excellence for your designated geography. At the same time continue to build each brand, leading to increased industry recognition, revenue, relevance, and respect amongst our target audience: agents, brokers, carriers, and employees. Support the operating, financial and strategic goals for all SPGT Divisions in collaboration with the respective leaders. Key Areas of Responsibility: Insurance Product Line Responsibility: Represent all SPGT Divisions, products and services to all sizes of 3rd party insurance distributors, in the assigned geography, to drive profitable growth.  New Relationships - Sales...
HUB International Chicago, IL Full Time
Berkley
05/03/2026  
Senior Underwriter - Management Liability
Company Details       Berkley Select delivers professional liability insurance solutions to individuals, businesses, professional services firms, and nonprofit organizations. As a Berkley company, Berkley Select is staffed with a team of experts with a specific focus on Professional Liability. Berkley Select utilizes individual risk underwriting, loss control, and claims practices providing superior products and services to its customers. Berkley Select is a Berkley Company. W. R. Berkley, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. W. R. Berkley Corporation (NYSE: WRB). Responsibilities The Senior Underwriter will evaluate (selection and pricing) and maintain (control) risk acceptability and profitability within the company’s underwriting guidelines and procedures for Professional Liability with a focus on Management Liability.    This individual will...
Berkley Chicago, IL
HUB International
05/01/2026  
Product Analyst
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 a 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 industry leading success in mergers and acquisitions The Opportunity   Today, the rapid advancement of...
HUB International Chicago, IL Full Time
Berkley
04/29/2026  
Senior Operations Analyst
Company Details         Berkley Select delivers professional liability insurance solutions to individuals, businesses, professional services firms, and nonprofit organizations.   As a Berkley company, Berkley Select is staffed with a team of experts with a specific focus on Professional Liability.   Berkley Select utilizes individual risk underwriting, loss control, and claims practices to provide superior products and services to its customers.   Berkley Select is a Berkley Company. W. R. Berkley, founded in 1967, is one of the nation’s premier commercial lines property casualty insurance providers. W. R. Berkley Corporation (NYSE: WRB). Responsibilities Berkley Select is evolving its operating model to support continued growth, increased underwriting complexity, and greater use of data, automation, and AI-enabled capabilities.   The Senior Operations Analyst plays a critical role in advancing this...
Berkley Chicago, IL
HUB International
04/22/2026  
Account Manager - Complex Risk
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. 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...
HUB International Chicago, IL Full Time

 

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