23 wealth planner jobs found in Dallas

Description Job Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth...

Job Description Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, 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...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Job Description: We are looking to add a Client Service Specialist to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Assist in managing client accounts and provide support to internal service team. Support the implementation and renewal process of employee benefit programs by gathering needed information, submitting to carriers, and preparing proposals to clients. Draft Request for Proposals (RFPs) for review by appropriate senior service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by appropriate senior service team member. Assist sales and service teams with preparation/creation of materials for presentations. With...

Overview Responsible for providing E&S (P&C) property underwriters with information necessary to make sound underwriting decisions. (i.e., customer service and administrative support affecting underwriters and agents from initial submission through policy issuance for both new and renewal business). Provides support within established performance standards and priorities. Assures all related support activities are delivered in a manner consistent with our business unit focus of customer service.      Responsibilities Participates with underwriters in new and renewal business activities that support underwriting decisions consistent with business unit growth and retention goals. Partners with underwriters to establish support needs for new and renewal policies (i.e., identify/gather relevant account information to quote and/or bind the policy) Manages account documentation and processing (i.e., premium audits,...

The Utilization Review (UR) Intake Specialist provides staff support services including typing reports and correspondence, file handling and forms completion in addition to answering incoming telephone calls, supporting the goals of the Utilization Review / Case Management department, and of CorVel.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Takes calls relating to precertification requests Verifies that all patient, provider and facility information entered in system is accurate and up to date Enters notes and service requests in CareMC system Communicates with stakeholders in a timely and professional manner Additional duties as assigned   KNOWLEDGE & SKILLS: Ability to handle multiple priorities in a high-volume, fast-paced, team-oriented environment Excellent written and verbal communication skills Ability to meet designated deadlines Computer proficiency and technical aptitude with the ability to utilize...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Consultant serves as the primary business contact for the client and is responsible for client satisfaction.  The person in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure legendary service delivery. In addition, the Consultant will build relationships with clients to encourage new and repeat business opportunities.  The Consultant is accountable for...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director – TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

Title: People Business Partner (HRBP) Location: Austin, TX / Dallas, TX (hybrid) Reports To: Principal, Sr. People Strategy Partner About Hippo: Hippo was built on a promise: make homeownership effortless. Nearly a decade later, that mission still drives us. We use technology and data to help our customers stay ahead of problems and protect what matters most.    Today, that same tech-native approach powers our work beyond homeowners. Hippo operates as a diversified carrier platform, partnering with MGAs to deliver tailored program solutions that help them grow and deliver better customer experiences. Behind that work is a team that values ownership, curiosity, collaboration, and continuous improvement.   If you're energized by building what's next, we'd love to meet you.   About You:   You are a credible, independent People Business Partner who thrives in complex, customer-facing environments. You bring hands-on experience supporting Sales,...

Overview The Workers Compensation Subrogation Adjuster is responsible for prompt and independent review of subrogation claims through effective coverage analysis, investigation, evaluation, negotiation and interaction with insureds, claimants, adverse parties and counsel. This adjuster  is often assigned to mid-size or mid complexity claims in the Line of Business across multiple jurisdictions.  Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust and Claims organization   This role will require a hybrid work schedule (4 days in office, Fridays from home) in our Dallas, TX office.  Responsibilities Investigates the claim or coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured or employer representatives, claimant or injured party, witnesses, producers and adverse parties. Documents...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Liability Director, TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at...

Title: Customer Care Advocate Department: Customer Care Union: Local 154 Grade: 2 FLSA: Non-exempt Hours per week: 40 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and health and welfare benefits such as; Processing and/or...

Title: Customer Care Advocate Department: Customer Care Union: Local 154 Grade: 2 FLSA: Non-exempt Hours per week: 40 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and health and welfare benefits such as; Processing...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Brief and in a few sentences statement of the reason the job exists.   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director – TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the...

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today! Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/ This opportunity is in the Business Development department. The Business Development Department serves as a liaison between brokers and underwriters, advocating the position of each to identify production sources and achieve revenue goals within the designated territory. The team is comprised of dynamic individuals who value collaboration, creativity, innovation, and teamwork. We rely on data and...