6 financial advisor jobs found in Philadelphia, PA

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. Position Summary: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! Job Summary Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products. Meet renewal objectives as established by the home office. Provide acceptable levels of service to producers and clients. Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget. Conduct sales and product seminars as necessary. Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? **Ideal candidate will live in or near eastern Pennsylvania. You must be located in the territory/willing to relocate and willing to travel for this position**  Excellent field sales opportunity selling retirement plan products!  What You’ll Do   You’ll provide consultative sales services to our partners – focused on educating customers on our retirement products and...

Senior Claims Analyst , Mass Tort and Complex Coverage At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Claims Analyst 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 an experienced professional, in this role you’ll deal with sophisticated litigation and coverage issues, including long-tail bodily injury and property damage exposures, claims arising under Coverage B of Primary/Excess...

The Role   Join WTW’s Strategic Finance team to shape WTW’s long‑range strategy, investments, and M&A opportunities by advising senior leaders with clear, impactful financial analysis.    The Strategic Finance team is a part of WTW’s Global Financial Planning & Analysis (FP&A) organization, reporting to the Senior Director, Strategic Finance & Change Initiatives. The role sits in the intersections of Strategy, M&A, FP&A, and Transformation and you will continue to help shape this high-performing, cross-functional team. You are the designated financial expert in assessing investments, M&A, and transformation opportunities and you will be hands-on in developing business cases, leading change initiatives, and communicating results to senior stakeholders in a way they can understand ‘where value may be coming from and where there may be risk or opportunities.’   The ideal candidate will bring strong financial acumen, exceptional financial...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...