2 private client services client manager jobs found in Winter Park, FL

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Investment  Analyst to their team in Winter Park, FL. Job Summary: Advus Financial Partners is seeking a motivated and detail-oriented Investment Analyst to join our team. This role is ideal for a professional with a strong foundation in financial services who is passionate about delivering high-quality financial planning and investment research. The analyst will work closely with senior investment and operational professionals to support the financial well-being of our clients through thoughtful analysis and execution. The analyst will also be expected to quickly learn and adapt to a variety of financial software platforms and tools, making strong technological literacy and a proactive learning mindset essential for success. Essential Functions: Financial Planning Support: Assist in the preparation and refinement of comprehensive...