2 financial planning advisor jobs found in Roseville, CA

Job Description Job Title:   Client Advisor   Department:   Growth   Location:   West Division       About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.       Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity,   and an indomitable will to win.       Your Next Chapter:     Do you thrive in an environment where technology, data, and relationships...

Job Description The Business Technology Officer (BTO) is responsible for aligning technology, data, and business processes to accelerate revenue growth, improve operational performance, and enable enterprise scalability across the Wholesale organization. As a strategic member of leadership, the BTO partners closely with business leaders to identify opportunities where technology can simplify operations, enhance customer and employee experiences, and deliver measurable business value. This individual leads the strategy, governance, implementation, adoption, and optimization of business technology solutions, ensuring investments support the organization's long-term objectives and deliver a measurable return on investment. A key responsibility of the role is driving the modernization and consolidation of agency management systems (AMS), standardizing business processes, and enabling data-driven decision making across brokerage, binding, underwriting, client service, and...