6 financial planning advisor jobs found

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today! Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/ This opportunity is in the Business Intelligence & Planning department The Business Intelligence & Planning Department is dedicated to empowering informed decision-making and driving strategic growth through comprehensive financial planning, data-driven insights, and governance excellence. Our mission is to deliver accurate, timely, and actionable intelligence to all stakeholders around the...

  Do you want to be part of a market leading, strategic team focused on innovation and excellence? Our Retirement Risk Management team combines expertise in DB plan management and investment consulting to support pension plan sponsors in identifying and evaluating opportunities to manage pension-related costs and associated risks. We support our clients by exploring funding, pension risk transfer and investment approaches, developing solutions that best fit their specific goals and constraints. Our innovative thinking consistently generates new consulting opportunities. The Role In this exciting role, you will have the opportunity to support diverse projects related to pension risk transfer, funding strategy, and other special projects requiring settlement and financial management expertise. You will also: Provide value-added consulting expertise on settlement strategy (including lump sum, annuity purchase, and plan termination feasibility) and other special projects...

Position Summary The Business Systems Specialist is a senior individual contributor responsible for leading complex business systems initiatives that support Premium Accounting operations. This role serves as a subject matter expert for business processes, systems, and data flows, and is accountable for end to end analysis, solution definition, and delivery outcomes for high impact initiatives. The Business Systems Specialist operates with a high degree of autonomy, partners closely with business and technology leaders, and applies advanced analytical and artificial intelligence tools to improve scalability, efficiency, and insight across systems and processes. What will your job entail? Key Responsibilities: Lead the analysis and definition of complex business and system requirements for cross‑functional initiatives, integrations, and enhancements impacting Premium Accounting. Translate business needs into comprehensive functional designs, user stories, acceptance...

  Do you want to be part of a market leading, strategic team focused on innovation and excellence? Our Retirement Risk Management team combines expertise in DB plan management and investment consulting to support pension plan sponsors in identifying and evaluating opportunities to manage pension-related costs and associated risks. We support our clients by exploring funding, pension risk transfer and investment approaches, developing solutions that best fit their specific goals and constraints. Our innovative thinking consistently generates new consulting opportunities. The Role In this exciting role, you will have the opportunity to support diverse projects related to asset-liability studies, funding strategy, and other special projects requiring investment expertise, as needed. You will also: Provide value-added consulting expertise on asset-liability studies and other special projects involving investment expertise Understand capital market...

Purpose of the Role: To manage a team of on field and Desktop inspectors.   To drive best practice claims handling performance both in terms of optimal claims outcomes and customer service, and the technical and professional development of their team. Duties and Responsibilities 1. Functional Responsibilities: Manage the allocation of claims within their on field and desktop inspectors Provide a technical referral point for team members and manage performance, Keep the ( LoB ) Senior Manager advised of key Complex loss developments and wider Complex trends.   Execute strategic initiatives within their Inspectors team. Ensure Appraisals ‘Best Practices’ is maintained within their inspector team. Drive performance through required criteria Ensure claims are accurately assessments and proactively look for compliment within agreed service levels Embed use of balance scorecard/KPIs within team Develop and implement initiatives with...

Claims Support Coordinator – Latin American Region 148,000 MXN to 266,000 MXN based on experience plus excellent benefits Mexico City If you’ve never considered a career in insurance before, this role at AIG will make you re-think. Are you looking for a meaningful role in a fun environment, that comes with flexible hours and at least 20 days holiday per year? Then come and help us rethink insurance at AIG and see how far your career could take you. Reimagine insurance with AIG This is a pivotal time to join us at AIG. We are reimagining how many aspects of our global operations work, including our travel insurance business, 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. It’s time to rethink how far your career could take you. How you’ll make your mark As a Claims Support...