4 wealth planner jobs found in Springfield

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and services through in-person interactions and outbound calling...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description The Office Services Coordinator acts as an ambassador for Clearbrook by cultivating an inviting and engaging environment for employees and external office visitors, as well as potential clients and customers reaching out by phone. The Office Services Coordinator will deliver exceptional customer service assistance in accordance with our company values, and support leadership with building management needs and vendor relationships. How You Will Make an Impact: Must be able to work on site Monday through Friday from 8:00am – 5:00pm local time. Oversee the day-to-day operations of the Springfield office. Greets and directs internal...

Position Summary: The Team Leader will oversee the operations and performance of a designated office(s). This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions. Supervisory Responsibilities: • Oversees and mentors a team of employee benefit employees, providing guidance, support, and performance evaluations • Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis • Sets performance goals, conducts regular 1:1’s, and implements improvement plans when necessary • Addresses and resolves conflicts among team members promptly and effectively to maintain a positive work...

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks. Job Duties and Responsibilities (Essential Job Functions) Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on industry trends and...