6 financial planning advisor jobs found

**This position is located in Wisconsin  Role, Function & Position Summary   Under the direction of the CEO and in partnership with the executive leadership team, the Chief Technology Officer (CTO) is responsible for defining and executing the agency's enterprise technology, AI, digital transformations and data strategy. This role is accountable for aligning technology investments with business outcomes, with a specific focus on deploying AI-driven capabilities, strengthening the agency's cybersecurity posture, and driving measurable improvements in operational efficiency, client experience, and revenue per FTE.   Major Accountabilities Enterprise Technology Strategy & Leadership  Define and execute a multi-year enterprise technology roadmap aligned with agency growth and scalability objectives.   Serve as a strategic advisor to the CEO and executive leadership team on technology investments and priorities.   Establish technology as a...

Summary The Jeweler Solutions Manager serves as the operational owner of assigned programs, responsible for monitoring program performance, maintaining profitability, and ensuring overall program health. This role manages the day-to-day execution and performance of programs while identifying opportunities to improve operational efficiency, customer experience, and financial results. The position works closely with P&L leadership, Product Management, Relationship Management, Legal, and Sales to evaluate program performance trends and coordinate adjustments needed to support program sustainability and growth. The role provides indirect leadership by coordinating cross-functional efforts and driving program initiatives that support overall business objectives. The Jeweler Solutions Manager plays a key role in ensuring programs remain competitive, financially sound, and operationally effective. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary As a lead engineer, you will define strategies for enterprise-wide on-premise, and cloud computing architecture, driving innovation and efficiency. You will lead projects that shape the future of scalable on-premise, hybrid-cloud and cloud-native systems. A lead systems engineer provides strategic leadership and technical direction for the systems engineering team....

Summary: The Logistics Customer Service Representative (CSR) I is responsible for taking inbound & placing outbound customer phone calls for our Jewelers Mutual Shipping Solution product.  This is done by supporting clients’ needs and inquiries and carrying out the operational tasks necessary to deliver logistic services strictly in accordance with the company’s security protocols as outlined in standard operating procedures. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer performance. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...