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Full Time 9
Tampa wealth planner Florida

11 wealth planner jobs found in Tampa, FL

GEICO
05/15/2026  
Customer Service Representative (20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED)
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  ***20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED*** Customer Service Representative – Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you’re the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We’re looking for Customer Service Representatives for...
GEICO Tampa, FL Full Time
Brown & Brown
05/06/2026  
Agency Development Manager - National Partnerships
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance , an Arrowhead Intermediaries company, is seeking an Agency Development Manager - National Partnerships to join our growing team in Tampa, Vero Beach, or remotely. Orchid is seeking a dynamic and relationship-focused Agency Development Manager (ADM) to expand our agency distribution channel by driving qualified quote submissions, increasing written premium, and growing policies in force. This role is ideal for a self-starter who thrives on building meaningful connections, solving problems creatively, and supporting agency success. As an ADM, you will serve as a trusted advisor to our agency partners, providing training, strategic guidance, and support across systems, products, and underwriting guidelines. You will also identify new agency opportunities and collaborate cross-functionally to ensure our offerings...
Brown & Brown Tampa, FL Full Time
Brown & Brown
05/03/2026  
Production Underwriter
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Professional Protector Plan seeks a Production Underwriter for a professional liability group. This can be a remote from home opportunity. Professional Protector Plan (PPP) for Dentists offers comprehensive insurance coverage including malpractice, professional liability, general liability, employment practice liability, workers' compensation, and property insurance products, for Dentists in all 50 states.  This exciting role will perform the underwriting function to determine acceptability of new business and maintain integrity of underwriting practices in dealing with procedures and carrier personnel, monitor activities of support staff. WHAT YOU WILL DO: Regularly initiate contact with producers/administrators to solicit new business opportunities and promote Dental Program production goals. Respond to and underwrite...
Brown & Brown Tampa, FL Full Time
GEICO
04/23/2026  
Casualty Claims Examiner ($2,500 Sign-On Bonus) - Tampa, FL
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  Increase your earning potential with a $2,500 Sign-On Bonus! Ask your Recruiter for more details! Salary range: $72,000K - $96,000K (c ommensurate with experience and location/job market) Work schedule/hybrid structure: Core hours are Monday - Friday, 8:00 AM to 4:30 PM EST – 3 days In-Office/week. Flexibility may be needed to support early or late shifts based on business needs....
GEICO Tampa, FL Full Time
Slide
04/21/2026  
Paralegal
Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! Here’s some of the ways that you’ll make an impact in this role: Drafts case specific written discovery requests, legal objections, and factual responses to written discovery. The requests and responses would be to interrogatories, requests for production, and requests for admissions. Drafts good faith letters to opposing counsel regarding outstanding discovery requests. Drafts discovery motions and responses to opposing discovery motions. Prepares non-party subpoenas for documents. Prepares documents to be produced in response to Request for Production. Drafts Privilege Logs by identifying applicable privileges as it relates to claim and other documents. Communicates with...
Slide Tampa, FL
Brown & Brown
04/21/2026  
Medical Malpractice Producer
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   Medical Malpractice Producer   to join our growing team in Tampa, FL !         The Medical Malpractice Producer serves as a lead producer and trusted risk advisor specializing in medical professional liability for podiatrists and other healthcare professionals. This role is responsible for driving new business production, retaining and expanding an assigned book of business, and cultivating long-term relationships with physicians, practice administrators, and carrier partners.     How You Will Contribute:     Proactively identify, pursue, and develop new business opportunities within the healthcare and medical professional market. Build rapport and credibility with physicians, practice owners, administrators, and office managers through consultative...
Brown & Brown Tampa, FL Full Time
Travelers
04/15/2026  
Sales Executive - Select
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Sales Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...
Travelers Tampa, FL Full Time
Travelers
04/08/2026  
Major Case Specialist, Construction Defect
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...
Travelers Tampa, FL Full Time
Brown & Brown
03/25/2026  
Service Operations Representative
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance , an Arrowhead Intermediaries company, is seeking a Service Operations Representative to join our growing team in Tampa or Vero Beach, FL. The Service Operations Representative provides stellar customer service to our agents through their daily tasks. These tasks may include providing product/services information, researching payment history, issuing various policy changes, updating policy records, and resolving emerging problems with accuracy and efficiency.  Working as a team with other departments and/or offices is critical to being successful in this role. This position will represent Orchid in the most positive manner with prospective and current clients and the communities we serve. We're looking for candidates who align with our Operations Team values of being Reliable; having Integrity; being Supportive...
Brown & Brown Tampa, FL Full Time
The Baldwin Group
12/16/2025  
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
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. 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 influence while...
The Baldwin Group Tampa, FL Full Time
Slide
12/10/2025  
Product Manager - P&C Insurance
Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! What you will be doing: Support the development and management of product offerings, helping ensure they align with company goals and customer needs.   Assist with creating and maintaining project timelines, collaborating across teams to keep initiatives on track.   Contribute to the development and maintenance of policy forms for new or updated products, utilizing ISO, competitor, or proprietary content with support from senior staff as needed.   Help communicate and reinforce the product vision across internal teams.   Translate product strategy and ideas into clear requirements that balance accuracy, completeness, and speed to market....
Slide Tampa, FL

 

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