72 wealth planner jobs found in New York

Position Title Wealth Planning Associate   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 Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank’s most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning...

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...

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...

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...

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...

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...

Job Description Are you looking for your next opportunity?     Sompo has a unique opportunity for a Vice President Underwriting in our Large Property team .  This position will support our Industry Practice business.      Sompo North America provides a client-centric white-glove service approach by offering comprehensive multi-line capabilities to accounts in select industry practices including real estate, hospitality, financial institutions, and professional services. Taking a holistic approach to risk management, the unit offers commercial property, primary casualty (general liability, commercial auto, workers' compensation), lead umbrella, and environmental coverages, as well as parametric natural catastrophe products to small, middle-market and large accounts across target industry practices in the U.S.  We also offer the same level of sophisticated services and coverages to Asian-interest accounts in the U.S.   Location: This position will be based...

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...

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     S ummary:    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...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Head of D&O, EPL and Fiduciary Claims 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 This Head of Financial Lines Claims for D&O, EPL and Fiduciary Liability, North America will lead multiple teams of adjusters in Financial Lines Claims, North America, encompassing the following business segments and claim types: Directors and...

About the Role We have an exciting opportunity for a Creative Director to join our Global Marketing & Communications team, leading the development of a visual identity that builds AIG’s brand and reputation for quality, expertise, and customer service across all internal and external platforms.      This is a high visibility position leading a team to deliver fresh yet stable design, including but not limited to data visualization, content marketing, interactive and motion graphic design, video, digital, social, and print communications. It is a fast-paced environment so an ability to prioritize and work well under pressure is required.     This position is based out of our NYC office. Please share your portfolio, which should demonstrate your ability to develop strong creative platforms and execute across multiple channels with strong art direction and motion graphics. Include a link (and password if applicable) for your portfolio to be considered for this position....

At AIG, we are reimagining the way we help customers to manage risk. Join us as a [insert Job Title] 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 Underwriting Lexington Healthcare AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Independently select, monitor, and price new and renewal business according to Company guidelines per Underwriter’s level of authority as outlined in individual...

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...

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 Location:  Remote from NY or Chicago IPH is seeking a highly skilled Communications Manager with a strong background in Brand PR & Media Relations This role will focus on elevating awareness and reputation for multiple IPH brands by driving high‑impact storytelling, media coverage, and...

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 Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

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 Location:  Remote from NY or Chicago IPH is seeking a highly skilled Communications Manager with a strong background in Brand PR & Media Relations This role will focus on elevating awareness and reputation for multiple IPH brands by driving high‑impact storytelling, media coverage, and...