113 financial planner jobs found

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity USAA is excited to continue to serve veterans and their families as we launch our new USAA Investment Services Company (ISCO) . The Investment Services Company will combine personalized advice with investment products and solutions designed to help members achieve their financial goals.  Come be part of an organization...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of...

Description Job 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...

Software Engineer, Data (L2) Austin, TX (Onsite 4 days per week) Note: This is a full-time role and we do not offer C2C or C2H employment and are not able to sponsor visas for this position. About Acrisure Acrisure Enterprise Technology Group is where human expertise meets advanced technology. 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...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key Responsibilities...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Senior Change Partner within the Bank's Org and People Change Management organization , you will be pivotal in ensuring strategic initiatives are effectively planned, implemented, and sustained. You will champion a consistent, bank-wide methodology with reusable tools and standardized planning and drive the...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a talented Assistant General Counsel (Lending) for our USAA corporate headquarters location. As an Assistant General Counsel (Lending) you will be responsible for providing legal counsel to Mortgage and Home Equity line of business unit leadership within USAA. You will proactively engage business...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Job Profile Summary Within defined guidelines and framework, responsible for gathering information/evidence to resolve post-closing data and document deficiencies. Ensures required documents are cured in a timely manner and in accordance with Bank, Investor and Regulatory guidelines. Communicates frequently with members...

Position Summary:   The Licensing Administrator is responsible for assisting the Licensing Team with programs, policies and practices to ensure that the Agency and employees are in compliance with federal, state and local licensing and related regulatory requirements.  Supervisory Responsibilities:   None   Essential Tasks: Assist employees with pre-licensing setup, including scheduling exam and fingerprints Assist employees with continuing education vendors Assist employees with notifying the DOI of a change of address or name Assist with maintaining licensing and compliance database Communicate licensing, compliance issues, and educational opportunities to staff Clerical tasks necessary to maintain Licensing inbox, database, compliance fillings, and educational activities Process correspondence generating administrative notices and requests relative to licensing, compliance or educational changes, renewals and requests Must have problem-solving,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity There are two openings for this role. The first role will focus on Member Protection and Fraud & Disputes. The incumbent will lead the digital strategy and execution for fraud prevention, disputes, claims, account security, and member protection experiences. This leader combines expertise in fraud, payments,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity   As a dedicated Member Relations Advisor I, you will complete timely and accurate documentation of consumer and regulatory complaints and inquiries, including those addressed to Executive Management Group, Chairman and Board of Directors, received through monitored channels, into the USAA Complaint Registry. Use critical...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking an experienced Associate General Counsel to provide dedicated legal advice on P&C insurance contracts, claims, and/or coverage. In this role, you will provide expert legal counsel to business unit leadership in your assigned region, navigate complex legal landscapes and provide effective,...

Job Title: Senior Investment Accountant Location: Houston, TX (Hybrid 4:1) Reports To: Investment Accounting Manager Employment Type: Full time About Us Help us insure it. Tokio Marine HCC is a leading global specialty insurance group, backed by the strength and stability of the Tokio Marine Group. With more than 50 years of sustained growth and profitability, and offices across the United States, the United Kingdom, Europe, and other international locations, we offer more than 100 classes of specialty insurance—covering everything from the crops that feed us and the concerts that entertain us to rescuing travelers abroad. Guided by our Mind Over Risk philosophy, we empower clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial spirit; as Experts in Tomorrow, we anticipate what’s next; and by Reaching Out, we build genuine connections that enable our people and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The ASD Account Manager is the primary client-facing role responsible for managing and servicing a high-volume portfolio of small group employer accounts. Working remotely via phone, email, and virtual meetings, the Account Manager delivers superior day-to-day client service, coordinates support across internal operations teams and serves as the client's trusted point of contact throughout the life of...

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Technical Architect, Data Infrastructure will set enterprise technology strategy and direction for USAA’s Data in Motion domain, governing how data moves across the association. This architect will establish standards and solutions across data streaming, distributed systems, messaging platforms, integrations, and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The Technical Architect, AI Platforms, establishes technology strategy and architecture for enterprise AI and machine learning platforms. This role evaluates emerging technologies, defines scalable architecture and design patterns, and guides the integration, deployment, and operation of AI capabilities across USAA’s...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity USAA is excited to continue to serve veterans and their families as we launch our new USAA Investment Services Company (ISCO) . The Investment Services Company will combine personalized advice with investment products and solutions designed to help members achieve their financial goals.  Come be part of an organization...

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. Location: This position can be filled as Hybrid or Remote Long Term Care Underwriting experience required   This role does not qualify for employer-sponsored work authorization.  Nationwide does not participate in the Stem OPT Extension program.  #LI-LP1 Job Description Summary Our underwriters work hard to provide the exceptional customer experience for which Nationwide is known. Actively engaging with our firms and financial professionals to get to know their clients and their needs...