4 client advisor jobs found in Walnut Creek

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.   Core Responsibilities Include:  Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of...

Objective: Heffernan Insurance Brokers is seeking a Manager of Financial Planning & Analysis to join our growing Finance team. This role is ideal for a strong analytical leader who enjoys building scalable processes and operating in a fast-paced, growth-oriented environment where adaptability and personal ownership are critical to success. The Manager of FP&A will play a key role in leading the company’s budgeting, forecasting, and financial reporting processes while partnering closely with operational teams. This position offers meaningful exposure to senior leaders and the opportunity to help shape the evolution of the Finance function. We are looking for someone who brings strong financial acumen, intellectual curiosity, and a hands-on ownership-driven approach to problem solving in a collaborative environment with the ability to independently drive work to completion and operate confidently in executive-facing settings.   Core Responsibilities Include:...

Objective:    The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic.    Responsibilities Include:    Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals  Support clients and partner with them when selecting and designing their insurance product needs  Call on to educate and suggest additions or enhancements to existing insurance programs  Meet with existing clients to perform annual reviews of current insurance offering  Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations,...

Job Description Job Description Job Title : Carrier Placement Specialist Department : Client Solutions Location : West Division Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively...