91 financial planner jobs found in New York

Position Title Financial Planner   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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. As a Compensation Analyst III for GEICO you will manage the administration of base salary compensation, job evaluations, market pricing, and salary structure. In this role you will also support the administration of year-end compensation. This role will support the Compensation Business Partner for Corporate functions serving as a partner between the compensation team and corporate business units....

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...

Position Title Senior Relationship Manager - Middle Market (NY Metro)   Location New York, NY 10018   Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within Manhattan and the NY Metro area. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.   Job Responsibilities: New Business Origination:  Developing and maintaining relationships to generate direct deal flow; Coordinate the...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. There are four Senior State Product Analyst roles open. Ideal candidates would demonstrate: Proven quantitative analysis skillset An ability to generate clear, data-driven insights Excellent communication skills P&C industry experience preferred Job Description Summary Our work is essential to helping Nationwide build future capability to serve customer needs. Keeping existing products relevant and marketable and building new products takes...

The Executive Assistant will support the Head of Financial Protection & Retirement Solutions and one additional senior executive on the team. The role requires high emotional intelligence and interpersonal skills, highly technical capability with suite of tools, an incredible work ethic, and the ability to proactively anticipate and manage a variety of executive needs.     The Executive Assistant will exercise considerable discretion in judgment and confidentiality and will possess the organizational skills to support the varied tasks and deadlines that are required daily. The successful candidate will have the opportunity to work closely with senior leadership and play a key role in the success of the organization.  You will Provide proactive level of executive administrative support, ensuring excellent service and professionalism with every interaction.  Demonstrate ability to solve problems and bring forward recommended solutions.  Consistently demonstrate...

Position Title Treasury Management-Sales Support & Implementation Supervisor Location New York, NY 10018 Job Summary The Treasury Management Sales Support & Implementation Supervisor serves as a key partner to Treasury Management Sales & Payments Advisors, helping drive revenue growth through high-quality onboarding and implementation of Treasury solutions. This role blends direct client service and onboarding execution with leadership responsibilities, mentoring junior team members and driving process improvements. The Supervisor plays a critical role in managing complex onboarding projects, improving client experience, and strengthening internal collaboration. Job Responsibilities: JOB RESPONSIBILITIES Client Onboarding & Sales Support Partner with Treasury Management Sales & Payments Advisors to design and implement cash management solutions. Lead the onboarding process for complex, integration-heavy Treasury Management products and...

Position Title Sr. Audit Manager   Location New York, NY 10018   Job Summary The Senior Audit Manager is a critical leader within the Internal Audit Department engaging with key stakeholders across the enterprise while managing audit activities across the department. This role drives the development and execution of a comprehensive assurance plan for their area of responsibility and collaborates across the department to ensure the overall Audit Plan is achieved. The Senior Audit Manager serves as the "Auditor in Charge" AIC responsible for ensuring an audit is completed in a timely fashion and high quality. Ensures that internal controls are in compliance with policies, procedures, and agency regulatory and legal guidelines, while providing oversight and leadership to multiple ongoing audits.   Responsible for developing and maintaining positive relationships with auditees, coordinating with Flagstar Internal Audit leadership and staff; exercising professional auditor...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Commercial General Liability Property Damage Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office    Summary:    We are looking for a highly capable Senior General Property Damages Claims Adjuster to join our team and work from our New York City office. This individual will report to the Director of General Property Damages Claims Manager who works in the New York office.  This role adjudicates moderately complex commercial general liability property damages claims and provides superb results for our clients.     This is a 100% in-office...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Join our team! Successful and growing title insurance agency seeks a highly self-motivated, detail-oriented, experienced Operations Coordinator to provide direct support to the Managing Director of Business Development to be a part of our team. The Operations Coordinator will serve as a trusted partner, ensuring the seamless coordination of daily operations, communications, and strategic initiatives....

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 lead and implement the strategic vision and plan of Markel's Cyber and Tech E&O product lines. Provide leadership, direction and support to underwriting teams. Is responsible for product profitability, growth and retention of new and renewal business that is consistent with underwriting strategies. Manage assigned product lines to achieve profit, revenue, loss ratio, and expense targets. Ensure effective execution of best practices. Provide coaching and...

Position Title Senior Relationship Manager - Middle Market (Manhattan, The Bronx & Westchester)   Location New York, NY 10018   Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within Manhattan, The Bronx & Westchester area. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.   Job Responsibilities: New Business Origination:  Developing and maintaining relationships to...

Associate Actuary - Risk Management At AIG, we are reimagining the way we help customers to manage risk. Join us as an Associate Actuary - Risk Management to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact This position will assist the Actuarial Independent Review team with the following responsibilities: Assist in the independent review of selected AIG policyholder liabilities.  This includes: Review claims and premium data quality for property and casualty insurance lines....

Actuary - Risk Management At AIG, we are reimagining the way we help customers to manage risk. Join us as a Actuary - Risk Management to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact This position will assist the Actuarial Independent Review team with the following responsibilities: Assist in the independent review of selected AIG policyholder liabilities.  This includes: Review claims and premium data quality for property and casualty insurance lines. Build benchmark reserving...

Position Title Cloud/Cyber Risk Management Analyst Sr   Location New York, NY 10018   Job Summary ***This is an Onsite role in Midtown NYC*** As a key member of the second line of defense Technology, Cyber, Third Party Risk Management & Resilience Risk Management team, the Cyber Risk Management Analyst Sr will support the Cyber Risk team to fulfill the Bank’s Second Line of Defense (“2LoD”) mandate to identify, measure, monitor, and manage the Cybersecurity/Information Security (“Cyber”) risk profile of the Bank, ensuring risk exposure remains within the Bank’s established risk appetite. The candidate will be expected to demonstrate independent, effective, outcome-based oversight and challenge for the risk domains within the First Line of Defense (“1LoD”) CISO and Information Security team, IT Risk, IT Infrastructure and Architecture teams, as well as IT business technology teams.   Job Responsibilities: JOB RESPONSIBILITIES Provides independent, proactive...

Job Description Are you looking for your next opportunity?   Sompo has a unique opportunity for a Sr. Claims Counsel, EPL in our US Employment Practices Liability (“EPL) Claims team.   This position handles Employment Practices Liability claims involving Commercial Management Liability and Financial Institutions Insureds and provides legal review and policy drafting support to Underwriting.   The successful candidate will be able to provide insight and analysis on complex high profile/high exposure US EPL claims.   Location: This position will be based out of our New York, NY office. 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: Manage US Employment Practices Liability (EPL) claims, related systems, and processes, while evaluating exposures and making substantive claim decisions across EPL and other...

Join us on a mission to simplify and dignify the aging experience. We are the children, siblings, neighbors, and friends of those navigating the fragmented and confusing system of long-term care. Our team is ferociously curious and relentless in our pursuit of a better system – and we are deeply committed to a sense of belonging for all, in all phases of life.    We’re creating a new experience for care seekers and their families, bringing together long-term care options, non-healthcare resources, education, and human support into one place. We work hard, we have fun, we care about each other, and we share the mission. If this sounds like a place where you could thrive, join us!    CareScout is a wholly owned subsidiary of Genworth Financial, Inc, a Fortune 500 provider of products, services and solutions that help families address the financial challenges of aging.   POSITION TITLE Sr. Administrative Assistant POSITION LOCATION This position is available to NYC Metro...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to provide expert actuarial advice to support sustainable and profitable pricing decisions across assigned reinsurance products and reinsurance portfolios. The role leads the development, review, and governance of pricing methodologies, models, and tools, ensuring alignment with business strategy, risk appetite, and actuarial standards. This position acts as a key partner to QBE Re's Underwriting, Claims, and Finance, and Reserving teams, translating complex actuarial analysis into clear pricing insights, and ensuring that pricing decisions are technically sound, commercially relevant, and appropriately governed. Location:   New York, NY Work Arrangement:   This role is hybrid, where you will be expected to be in the office 2-3 days per week. Salary range for this role is:   $188,000.00 - 282,000.00, depending on experience Your new role...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Analyzes and processes claims by gathering information and drawing conclusions. Acts as a liaison between insured and insurance carrier to report, track and manage claims process. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may...