76 financial planner jobs found

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Overview The Accounts Receivable Representative II plays a key role in supporting accurate and timely accounts receivable operations. This position performs financial, administrative, and clerical work in a fast-paced, high-volume environment while helping ensure quality, efficiency, and strong service for both internal and external customers. In addition to handling day-to-day responsibilities, this role supports process improvements, helps resolve more complex issues, and serves as a resource for less experienced team members. The individual in this position is expected to demonstrate sound judgment, strong organizational skills, and a commitment to AmTrust’s mission, values, and service standards. Responsibilities Responsibilities · Deliver responsive phone and email support to customers, agents, and internal business partners. · Process and balance transactional activity for large or complex client accounts with...

Description Summary:   The   Enterprise   Payments   Sales Enablement   Manager is   an essential role for the establishment and progression of   growth initiatives   for the Payments team and for Huntington Bank overall.        This role will be actively involved in leading   initiatives that   expand and   evolve Payments Sales Enablement programs to   deliver   m easurable revenue impact through strategic   sales enablement   execution   within this   fast growing   segment of Huntington Bank. Thi s   includes driving strategically important   “Go-To Market”   and Commercialization   initiatives such as   assessing and developing business cases to   expand key functions   and   evaluating resources, staffing and technology investmen ts   to support   this rapidly   scal ing   business . The Payments   Sales Enablement...

Description Summary:   The Payments   Initiatives   Manager is an essential role for the establishment and progression of   growth initiatives   for the Payments team and for Huntington Bank overall.        This role will be actively involved in leading   initiatives that deliver on payments growth within this fast growing revenue segment of Huntington Bank. Thi s   includes focusing on   payments product innovation, fee income growth   as well as driving strategically important initiatives such as   AI adoption strategies   or   cross-functional   business transformation opportunities across payments   and   bank   segments. The Payments Initiatives Manager will   closely work   with product   managers , sales and service teams and key functional leaders including corporate strategy, technology, operations, finance, risk, and human resources....

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target clients include commercial...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Specialist, Corporate Finance & Expense Management role is an opportunity to help modernize how Corporate Finance turns data into insight. This associate will support a centralized reporting environment across Corporate Finance and OCEO groups, helping strengthen professional reporting, improve how the business visualizes and interacts with data, and deliver more sophisticated analytics through Power BI and related tools. This is a strong fit for a finance professional who enjoys blending technical reporting capability with business partnership. The role calls for someone who can take broad...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Seeking a highly analytical and detail-oriented Corporate Finance Associate - Technology FP&A (Financial Business Advisor) to support expense planning and management for our Security and Infrastructure organization. This role will partner closely with technology leadership to provide financial visibility, drive cost optimization, and support strategic investment decisions across cybersecurity, cloud infrastructure, and governance risk. The ideal candidate combines strong financial acumen with an understanding of technology cost structures, and excels at translating complex data into actionable...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Grandview: 1000 Yard Street Grandview OH, 43215 Work schedule: 2 days in office, 3 days remote. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. Key Responsibilities: Manage and monitor the NFCOM shared email inbox, responding to inquiries related to retirement plan...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Travel Claims Assessor TRAVEL CLAIMS ASSESSOR                                                          Key roles   To manage and assess Travel Claims to ensure that   professional   service is provided in compliance with Client and Regulatory requirements.   Specific responsibilities (including but not limited to)     The role of the Travel Claims Agent is to ensure that the claim files allocated to them are managed...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role is responsible for leading key financial statement preparation activities and managing internal business partner relationships, including, but not limited to, the following: P&C Audited Reports for GAAP and STAT, including Enterprise Consolidated, Mutual Stat Consolidated, Titan, and E-Risk GAAP to Stat walks, Fortune reporting, surveys, and regulatory reporting, including GCC P&C Segment GAAP analytics and quarterly reporting Additionally, this role has indirect people leadership and will help lead two Specialists on the team. It will lead continuous improvement opportunities...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Senior Accountant role partners with Reinsurance Placement, P&C Underwriting, and P&C Controllership to support accounting for facultative and involuntary reinsurance while advancing P&C Controllership priorities around trusted business partnership, timely and accurate reporting, strong controls, data integrity, automation, and associate development. This role is designed for an accountant who can balance strong technical execution with transformation-minded thinking. The position offers opportunities to deepen reinsurance accounting expertise, strengthen analytics and process...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program. As the Product Architect for Marketing Technology, you will shape our most critical blue‑chip investments across AI, data, and modern platforms (CDP, DAM, CMS), translating an ambitious Marketing strategy into architectures we can deliver. You’ll sit at the intersection of Marketing, Technology, and AI, setting guardrails and patterns that balance innovation with brand...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. We seek an Executive Office Specialist to provide support to the office of Co-CEO, Carl Lindner III. The successful candidate will manage a variety of complex and confidential professional responsibilities to support the office of the Co-CEO.  This role supports a dynamic environment...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Job Description Great American Financial Institution Services specializes in providing risk management and product enhancement programs to vehicle lenders and lessors, commercial equipment lenders, auto dealers and mortgage lenders throughout the U.S. and Canada. Target...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Service Center Representative PRIMARY PURPOSE :  To provide excellent service to callers regarding claims for multiple lines of business; to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as primary liaison with callers; follows client specifications in assisting...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role on the Annuity Financial Reporting team supports financial reporting, forecasting, and strategic analysis for Nationwide’s annuity business. The Advisor will work at the intersection of Annuities and Finance, partnering closely with PM&A and business teams to turn results and forecasts into clear, actionable insights for senior leadership.   As part of a lean, high‑impact Finance team, you will play a key role in shaping how annuity performance, forecasts, and business drivers are communicated and understood across the organization. This position offers direct exposure to senior leadership...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Lead the future of advanced life planning. This is a rare opportunity to shape strategy, elevate talent, and influence some of the most complex and high‑impact life insurance cases across our distribution ecosystem. As Senior Director of the Life‑Focused Advanced Consulting Group (ACG), you will sit at the intersection of strategy, technical excellence, and thought leadership—driving outcomes for financial professionals and their clients while building a best‑in‑class consulting organization.   What You’ll Do As a senior leader and trusted expert, you will: Lead Life ACG strategy and execution , setting priorities and direction across all...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This position is hybrid in Columbus, Ohio for Central Ohio residents (3 days in office). Candidates located near any Nationwide office will follow the same hybrid schedule. Current...

Description Brief Description: The Mainframe Systems Engineer III candidate must have experience in one or more of the following disciplines:  z/OS installation and customization, storage management, hardware configuration, networking, performance management and capacity planning, or ISV installation and customization in a Parallel Sysplex environment.  The candidate must be able to complete work on time in an ever-changing and complex environment and take direction from leaders and managers.  Mentoring is required in this role so mentoring skills and experience are desired.  This position is part of a team that and the candidate must be willing to embrace being a team player. Detailed Description: This candidate will be filling an experienced systems mainframe engineer position.  The candidate must have the following skills: Advanced or expert level SMP/E experience Debugging and tuning experience...