3 financial planner jobs found in Irvine

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a  Commercial Lines Service Leader  to join our growing team in Irvine, CA.    To drive a culture of success through client retention, new business, efficient processes, and teammate engagement while maintaining positive operating margins for the Property & Casualty departments. How You Will Contribute:    Establish, direct and monitor department goals and objectives that are in alignment with the profit center strategy and in accordance with established policies and procedures. Regularly evaluate and identify short-term and long-term department recruitment needs and strategies to retain top talent. Develop an onboarding curriculum for new teammates to ensure successful acclimation to the profit center and clear understanding of the defined processes and procedures. Identify...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business. This role will help to build the retirement consultant book of business....