83 financial advisor jobs found

Position Title Wealth Planning Associate   Location New York, NY 10018   Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank’s most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Senior Consultant, Business Insights – CLESS Property plays a critical role in enabling profitable growth and portfolio optimization across the Commercial, E&S and Specialty Lines (CLESS) Property business at Nationwide Insurance. This role partners closely with Nationwide's Property team including the Center of Excellence (COE), Underwriting leadership, and Claims leadership to deliver actionable insights that shape strategy, underwriting execution,...

Senior Managing Director for Corporate Functions ( Enterprise Risk Management, Legal Compliance, Chief Administrative Office, Human Resources, Marketing and Communications) and Head of Audit Practices and Operations   The Senior Managing Director for Corporate Functions and Head of Audit Practices and Operations is a critical leadership role within the Internal Audit Group. Reporting directly to the Chief Auditor, the Senior Managing Director for Corporate Functions is responsible for designing and executing comprehensive audit coverage strategy for all Corporate Functions globally, including Enterprise Risk Management, Legal, Compliance, Chief Administrative Office, Human Resources, Marketing and Communications. This role oversees and leads the planning and execution of annual audits, quarterly control maturity assessments, change activities, and provides updates on Corporate Functions for Audit Committee reporting.  In addition, as Head of Audit Practices and Operations this...

Position Title Sr Auditor   Location New York, NY 10018   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and supporting...

Position Title Sr Auditor - Fraud Risk   Location New York, NY 10018   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and...

We’re thrilled that you are interested in joining us here at the Amynta Group! The Head of Tax will lead Amynta’s global tax function with responsibility across income tax compliance, tax provision, planning, and advisory support. This role is designed for an experienced, high potential tax leader who is earlier in their leadership career and ready to step into broader ownership of a tax function in a private equity owned, acquisitive environment. The role is both hands on and strategic, combining execution with leadership. The Head of Tax will manage and develop the internal tax team while also designing and overseeing a balanced outsource vs. insource operating model, ensuring the right mix of internal capability and external expertise as the organization scales. Key Responsibilities Tax Leadership & Team Management Lead, mentor, and develop the internal tax team, establishing clear priorities, accountability, and professional growth paths Own the...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. The Chief of Staff will serve as a strategic partner and trusted advisor to the Global Chief Claims Officer (GCCO), supporting the execution of the company’s claims strategy, driving key business management initiatives, and overseeing cross-functional project management. This pivotal role acts as a liaison between the GCCO, senior leadership, and various stakeholders across the organization. The successful candidate is a seasoned insurance professional with...

Position Title Sr Auditor   Location New York, NY 10018   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and supporting...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Clarus   is a subsidiary of Independence Pet Holdings (IPH) ,   and   pioneering pet health technology company on a mission to transform the future of pet healthcare. We are dynamic entrepreneurs improving pet health by providing trusted and transparent information across the entire pet health...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Clarus   is a subsidiary of Independence Pet Holdings (IPH) ,   and   pioneering pet health technology company on a mission to transform the future of pet healthcare. We are dynamic entrepreneurs improving pet health by providing trusted and transparent information across the entire pet health...

We are seeking a dynamic Business Manager for the Ceded Reinsurance Department.  You will work closely with the Ceded Re team and leadership to execute on the biggest (and smallest) priorities in Ceded Re. You will work closely with the Head of Ceded Reinsurance– your role is to pick up ideas and turn them into initiatives, run projects, propose solutions, and generally think 2 steps ahead to act as a trusted advisor and strategic thought partner to the Ceded Re team.  You’ll collaborate with cross-functional teams, manage high-impact initiatives, create presentations and track treaty placements to ensure the department is running efficiently. What we’re looking for: We are looking for an individual who is internally motivated, intellectually curious, can manage multiple priorities, and is driven to enhance existing processes.  The candidate should possess strong technical and business expertise with the ability to build sustainable, collaborative relationships, influence...

Position Title Treasury Management-Sales & Payments Officer Sr Location New York, NY 10018 Job Summary A Senior Treasury Management Sales & Payments Advisor, focuses on the most complex new business generation for prospects and existing clients in conjunction with a banking relationship team. Acts as primary TM Advisor on opportunities, to help clients with ways to optimize their working capital management through utilization of the banks’ TM solutions. This will include localized market knowledge and specialty segments supported within the Commercial and Private bank. Collaboration with the team which includes; Relationship management, Client Service, Product Leadership and Implementation is critical to success. Job Responsibilities:       New business development activities including calling efforts, joint sales   opportunities   and revenue generation.     Maintain s   professional level ( c Suite) calling efforts in...

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 an Employee Benefits Client Account Manager to join our growing team in Rye Brook, NY .  Reporting to Employee Benefits Team Leader, the Account Manager’s primary responsibility includes to independently provide the work client deliverables to each client and to become a trusted advisor to the client. Additional duties include support of the Sales team as required.  How You Will Contribute:   Collaborate with account executive to ensure client receipt of all Work-Client Deliverables Works independently in providing day to day overall customer satisfaction and proactive service response Responsible for managing and executing work product protocols including compliance requirements Actively apply industry knowledge both internally (through Benchmarking analysis) and independently Active...

Overview AmTrust Risk Solutions is a specialty risk platform within AmTrust Financial Services, delivering customized, partner-driven insurance and risk solutions across a broad range of industries and distribution models.   AmTrust Risk Solutions partners with MGAs, TPAs, OEMs, InsurTechs, and other strategic distributors to design and scale insurance programs in a variety of structures and risk taking models. The organization is known for its collaborative approach, operational scale, regulatory discipline, and ability to deliver flexible, tailored program solutions supported by AmTrust’s financial strength and global platform.   The [Senior] Corporate Counsel will primarily serve as a senior legal advisor supporting AmTrust Risk Solutions’ reinsurance-backed and structured program business. This role is responsible for structuring, drafting, reviewing, and negotiating complex program-related agreements and ensuring that all legal documentation operates...

Position Title Retirement Plan Associate Location New York, NY 10018 Job Summary The Retirement Plan Associate plays a critical role within the Retirement Plan Services (RPS) division, supporting and advising corporate retirement plans through fiduciary governance, investment oversight, participant engagement, and regulatory compliance. This role serves as a key client-facing advisor and internal subject matter expert, partnering closely with Retirement Plan Principals, Wealth Advisors, and external service providers. In addition to overseeing plan reporting and administration, this position contributes to business development, client retention, advisor training, and strategic initiatives that enhance the firm’s retirement plan advisory offering. The role requires advanced knowledge of 401(k) plan design, ERISA fiduciary standards, investment monitoring, and participant education. Pay Range: $61,420 - $81,894 - $92,954 Pay Range: Local Minimum Wage - $0.00 - $0.00...

Head of Individual Life Business Development & Specialty Markets Role purpose: This role is an Executive leadership position accountable for setting and significantly influencing the strategic direction of Guardian’s Individual Life Insurance business growth. Reporting to the Head of the Life Insurance Business, the Head of Life Business Development & Specialty Markets is responsible for Strategic Growth of the Life Insurance business including expanding into new markets, and ensuring the Life business remains the earnings and revenue powerhouse of Guardian . The role operates with high autonomy , leads through senior leaders, and makes decisions in ambiguous, complex, and highly regulated environments with material impact on Guardian’s long‑term performance and value. You will: Set and Drive Growth Strategy Set and execute Guardian’s Life Insurance business development and specialty markets strategy , shaping where and how the Life business...

Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best....

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Established in 2021, Independence Pet Holdings (IPH ) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.  We believe pet insurance is more than a...