121 financial planner jobs found

Job Posting End Date: October 11 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the...

Job Responsibilities and Requirements KEY RESPONSIBILITIES *other duties as assigned* This role serves as the primary point of contact for policyholders, insurance brokers, and general agents. They provide accurate policy administration, timely service, guidance on coverage, and respond professionally to client inquiries in a timely manner. Account Management Limited knowledge of NYS WCB regulations as they affect our business and client issues, and client needs; Works with manager to increase knowledge in NYS WCB regulations thus building and maintaining positive ongoing client relationships. Provides continual education to clients on Standard Security processes, policies, and procedures, including web-site services and navigation.  Responds to customer inquiries regarding coverage questions, billing issues, status updates, and other aspects of the benefit plans with oversight from manager and Sr. team members when needed. Works closely with resolution specialists...

The Doctors Company is seeking a Manager Engineering & Sr Data Architect to join our team. This is a hybrid opportunity preferably located at our office in New York City, or any other TDC Group or ProAssurance office location. The Manager Engineering & Sr Data Architect will lead the Data and AI architecture and engineering function as a technical manager with direct accountability for team performance, staffing, talent development, technical direction, and delivery. This is a team leader role that supervises a team of data engineers, analytics engineers, and architects. The role owns Microsoft Fabric architecture, enterprise data and semantic modeling, integration design, and governed AI enablement while building an engaged, capable, and accountable team. Qualifications: Bachelor's or master's degree in Computer Science, Data Engineering, Information Systems, Software Engineering, or a related field; equivalent experience considered. 10+ years of deep...

Position Title Relationship Manager - Private/Business Banking   Location New York, NY 10018   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: JOB RESPONSIBILITIES Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client;...

Position Title BSA/AML & Sanctions Systems Analyst Sr   Location Hicksville, NY 11801   Job Summary The BSA/AML & Sanctions Systems Analyst Sr is a seasoned financial technology professional with vast experience in AML systems rules engine tuning, AML systems administration, support, and implementation of small / medium scale AML enhancement and compliance projects. Manages various AML systems including but are not limited to; Transaction monitoring model, Customer risk rating model, CTR reporting, OFAC screening and regulatory reporting systems.   Job Responsibilities: JOB RESPONSIBILITIES Responsible for performing analysis, interpreting results and developing actionable insights to accelerate operational excellence, demonstrate compliance and mitigate risk. Presents data and analysis in a clear and concise manner allowing the audience to quickly understand the results and recommendations so they can make informed data driven decision. Supports and...

Position Title Branch Banking Client Consultant I   Location New Hyde Park, NY 11040   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution,...

Position Title Branch Banking Client Consultant II - Float   Location Brooklyn, NY 11207   Job Summary Branch Banking Client Consultant II - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest...

Position Title Branch Banking Client Consultant II   Location Shirley, NY 11967   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

Position Title Branch Banking Client Consultant I   Location Staten Island, NY 10309   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution,...

Position Title Branch Banking Client Consultant I   Location New York, NY 10022   Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions in an accurate, efficient, and friendly manner to support their financial goals. This role contributes to branch success by maintaining operational accuracy and risk standards, while also supporting sales performance through introductions, client education, and collaboration with branch teammates. This role exists to create a positive and trusted branch experience where clients feel supported, informed, and connected to the right financial solutions while their everyday banking needs are handled accurately and efficiently. The role also exists to support branch growth and service goals by balancing teller transaction execution, client engagement, timely problem resolution, and...

The Client Manager Associate, Premier Market will assume overall responsibility for managing a client book of business in the 2-99 life space. They will be responsible for persistency, growth, and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include Underwriting, Sales Support, Service and Claims. This position will also directly work with Sales Representatives to uncover opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with renewing plans (plan retention) and adding new lines of coverage (“add issue”) including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively evaluate their existing book of...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Regional Production Specialist to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact: Independently select, monitor, and price new and renewal business according to Company guidelines per Underwriter’s level of authority as outlined in individual “Authority...

Position Title Branch Banking Client Consultant II - Licensed   Location Ozone Park, NY 11416   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB RESPONSIBILITIES Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Main Function of the Position: Provide service associated with administration of Employee Benefit policies.  Provide all necessary support to the production efforts which are necessary for the achievement of the department's goals and objectives. Essential Duties and Responsibilities: Participate in client meetings/sales calls with brokers, employee enrollment meetings and all departmental service meetings. Responsible for the servicing of selected Group Agency Accounts. Functions include but are not limited to reconciliation of claim issues, benefit inquires, enrollment issues, and carrier premium billing discrepancies. Handle telephone inquiries. Intake and audit control of enrollment information. Track inquiries and complaints regarding carrier claims resolution. Act as liaison to intervene with delays in...

Position Title Analyst, ESOP Advisory   Location New York, NY 10018   Job Summary The Commercial Banking Analyst reports to the ESOPs Advisory Head and will play an important role assisting senior bankers and management with information management and content creation that supports the ESOP group’s strategic objectives. This role uses independent judgement in the design and creation of effective materials and reporting that will express initiatives and vision of the business. The role requires support for complex projects that may involve adhering to tight deadlines.   Job Responsibilities: Organizes and manages projects for the ESOP Advisory team.  This involves independently translating directions to executable plans, and problem solving with other team members and partners to achieve stated outcomes, conducting research and analysis as needed to inform the project, and ensuring projects are brought to closure. Creates content to support executive  and client /...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Business Intelligence Delivery Leader (Finance) to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Business Insights AIG provides insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG.   How you will create an impact AIG is looking for a driven individual to assume a critical role responsible for BI delivery in support of Finance Operations, and will help us further align to our...

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...

Position Title Teller - Floater   Location Jackson Heights, NY 11372   Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures. Will travel to Financial Centers and lend support to the teller units as needed.   Job Responsibilities: JOB RESPONSIBILITIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary The Senior Personal Lines High Net Worth Account Executive would be responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This would involve...

About MS Reinsurance MS Reinsurance is a global reinsurer domiciled in Switzerland. With underwriting offices in Zurich, Bermuda, Miami and New York, MS Reinsurance provides best-in-class reinsurance products and services to clients around the world. As part of the world-leading insurance group MS&AD, MS Reinsurance is a trusted, long-term partner, helping clients turn risks into opportunities through deep technical expertise and bespoke reinsurance solutions. About the role The purpose of this role is to assist the pricing actuaries. The role works closely with the Pricing actuarial team to assist with identifying the requirements and specifications of the pricing models and contributing to their continuous improvement. This will include providing support in the embedding of robust actuarial methods as well as model calibration. This position will provide assistance to the pricing actuaries in respect of case pricing and rate monitoring and ad hoc support with the...