6 financial planning advisor jobs found

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You’ll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a...

Discover a Career That Empowers You - Join HUB International   At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.   In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.   We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products...

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Key Outcomes • Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution • Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA • Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience • Execution of effective territory and agency management plans that support sustainable growth and placement behavior JOB DESCRIPTION: Primary Responsibilities (% of time) Day-to-Day Sales Execution 35% Drive individual submission deal flow into Small Business; manage...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available...

POSITION SUMMARY: The Associate Commercial Risk Client Executive is responsible for the assisting management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives Leads internal discussions on client renewals including coverage comparisons, pricing comparisons, historical loss experience, and projected loss picks. Prepares complex submissions for the marketplace, including loss picks, deductible stratification, endorsement requests, and...