11 financial planner jobs found in Plano

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a Product Management Director (individual contributor) to be responsible for defining and executing the strategy for the firm’s managed investment solutions, including model portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other investment advisory programs...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Senior QA Engineer to join our growing team in Plano, TX ! The Senior QA Engineer will have the opportunity to ensure the highest quality of our applications through comprehensive testing strategies, automation frameworks, and performance validation. The role requires expertise in both manual and automated testing, including building frameworks from scratch, implementing CI/CD pipelines, and validating integrations across complex systems. The ideal candidate is highly skilled and motivated, with exceptional communication skills, strong analytical and problem-solving abilities, and a proactive “can-do” attitude. Responsibilities include designing and executing detailed test cases, performing functional and performance testing, and collaborating closely with developers and stakeholders to uphold...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Examiner - Workers Compensation | Jurisdiction: TX, OK, LA | Licensing: Home state required | Capped Caseload Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?    Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.   ​  ARE YOU AN IDEAL CANDIDATE?  We are looking for driven individuals...

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. You will: Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions....

Tokio Marine HCC – Surety Group, a member of the Tokio Marine Group of Companies, has an opportunity for Senior Contract Bond Underwriter at our Plano, TX branch office. Job Summary Under general direction, reviews contract bond applications to evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing. Establishes, maintains and develops agency and/or broker relationships. Has expanded underwriting authority and significant business development responsibility.   Key Responsibilities Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature. Review contract bond applications to evaluate, classify, and rate each risk to determine acceptability and rating. Perform analysis of applicant's financial statements, collateral, and related due diligence. Prepare bond execution and Financial Adjustment Notices (FAN) reports. Approve within given...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages highly complex investigations of claims, including coverage...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a The Solutions (Application) Architect 2 to drive the definition, design and implementation of technology reference implementations, shared components and/or core application frameworks; with primary focus on web and cloud based application services using the Microsoft technology stack, various third party services and proprietary builds. This role will link the business mission, strategy, and processes of an organization to its IT strategy, and documents this using multiple architectural models or views that show how the current and future needs of an organization will be met in an efficient, sustainable, agile and adaptable manner. Ensures that all systems are working at optimal levels and offers support to application development regarding new technologies and system requirements. Must be legally authorized to work in the United States, without requiring, now or in the future,...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals. This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES   BUSINESS REQUIREMENTS GATHERING Work closely with technical product owners, IT resources, and stakeholders across departments to understand business...