6 senior wealth advisor 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 As a dedicated  Senior Talent Sourcer , you will be responsible for identifying, investigating and selecting direct and indirect sources for wealth management job candidate talent pools based on strategic business needs. You will create talent pipelines to ensure staffing needs are pro-actively positioned for current and...

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...

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   VP, Sr Benefits Consultant   to join our growing team in   Plano, TX!       Responsible for employee benefits account management responsibilities. This includes day to day client contact. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assist clients with daily service functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.     How You Will Contribute :     Fully manage book of business,   retention   and growth....

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! This position will be responsible for the resolution of moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. The primary purpose of this job is to handle claims from coverage enquiry through legal liability assessment (where relevant) and quantum analysis, to timely and accurate resolution; ensuring mitigation of indemnity and expense exposure while communicating developments and outcomes as necessary to all...

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! This position will manage a team of examiners handling a variety of excess construction claims involving bodily injury, property damage and construction defect. This position will report to a Senior Director in the Casualty Claims group and be responsible for conveying the organization’s objectives and priorities to staff and measure progress towards stated goals. Responsibilities Monitor and direct new loss assignments for excess construction claims Confirm coverage of claims by reviewing policies...

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   VP, Engineering & Operations  to join our growing team in Plano, TX!         The Vice President, Engineering & Operations is a transformative technology executive responsible for defining and delivering the next generation of enterprise engineering, operations, cloud, and infrastructure capabilities. Reporting directly to the CITO, this leader will set a bold vision for modern technology adoption, operational excellence, and organizational maturity. The ideal candidate is a visionary who embraces new technologies and approaches to accelerate technical capability, elevate skill sets, strengthen culture, and evolve operating models. This role requires a dynamic people leader who excels at building high ‑ performing teams and designing organizations that...