7 advisor jobs found in Walnut Creek, CA

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...

Position Title Senior Credit Products Specialist - Private Banking Location Walnut Creek, CA 94596 Job Summary The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced...

Objective: The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.   What You’ll Do: Client Service & Account Management. Serve as the day-to-day contact for small group accounts, providing timely and professional service support. Work alongside Mavrix Insurance Advisor on new business placements. Manage policy renewals, coverage changes, billing questions, and other service needs. Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.   Submission Preparation & Marketing: Prepare summaries and...

Vertical Strategy & Leadership Own and execute the strategic direction for the Management Liability vertical across the organization Define the vertical’s value proposition, market positioning, and growth roadmap Establish underwriting focus, target industries, and product offerings within Management Liability specialty lines Serve as the internal subject‑matter expert on Management Liability exposures, and evolving market trends Revenue Growth & Business Development Drive new business growth through strategic relationships with retail brokers, carriers, and MGAs Partner with brokers to identify, pursue, and close complex Management Liability placements Support key accounts and marquee opportunities, including structure design and carrier negotiations Manage overall renewal production to fulfill existing client and account retention goals Monitor vertical performance, pipeline health, and revenue targets   Carrier & Market Management...

Sr Staff Attorney - LM07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              About The Hartford : For more than 200 years, The Hartford has helped protect customers through changing times with a focus on integrity and service—and has been recognized by Ethisphere as one of the World’s Most Ethical Companies (multiple years). Our legal team plays a direct role in protecting that reputation by delivering thoughtful advocacy and principled outcomes.  Role Summary:  The Hartford’s Staff Legal team is built for attorneys who want the depth and challenge of sophisticated litigation—with the stability, resources, and collaboration of an in-house practice. In this role, you’ll handle a variety of auto and general liability...

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. The team is open to someone local to the Bay Area, or near our Walnut Creek, CA office.   Responsibilities Include: Respond to all client requests as soon as possible. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements...

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,...