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Full Time hfa financial advisor California

67 hfa financial advisor jobs found

HUB International
05/03/2026  
Benefit Technology Specialist I, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. POSITION SUMMARY: In the Benefits Technology Specialist I role, the successful candidate thrives in a team environment supporting the Benefits Technology Team with a high volume of technical work assignments ranging in complexity, performing the following duties: Configure benefit administration platforms such as Ease, Employee Navigator, and other platforms supported by HUB International for new...
HUB International San Diego, CA Full Time
HUB International
05/03/2026  
Account Manager, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners. Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business. DUTIES & RESPONSIBILITIES: Works closely with Producers and other HUB personnel on all aspects of...
HUB International Sacramento, CA Full Time
HUB International
05/03/2026  
Account Manager II, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: May work...
HUB International Santa Barbara, CA Full Time
HUB International
05/03/2026  
Account Manager II, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support...
HUB International Newport Beach, CA Full Time
HUB International
05/03/2026  
Account Manager I, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager I provides critical support to clients, manages a book of high net-worth clients, operating with the highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager I promotes positive and effective relationships between the sales and service team.  May work alongside and cooperatively with Producers, if...
HUB International Los Angeles, CA Full Time
HUB International
05/03/2026  
Pharmacy Consultant
As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client Management teams. This role acts as the pharmacy benefits subject matter expert; providing deep knowledge of the pharmacy space and a level of clinical independence to drive new client growth and increased retention. This individual will be responsible for consultative support, focusing on designated strategic size clients depending on the specific market. This role may work remotely but may require up to 50% travel. Major Responsibilities   Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical...
HUB International Newport Beach, CA Full Time
HUB International
05/03/2026  
Client Support Specialist, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Client Support Specialist is responsible for providing exceptional service to our clients and their co-workers. They work collectively with assigned account managers to provide support in selling and servicing to our current and new clients. DUTIES & RESPONSIBILITIES: Provides professional, courteous service to our clients, carrier representatives,...
HUB International Los Angeles, CA Full Time
HUB International
05/03/2026  
Client Advocate, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: Acts as a benefit advocate for our clients. Helps resolve employee benefit issues, as well as educate our clients on how to better utilize their benefit plans. DUTIES & RESPONSIBILITIES: Presents a knowledgeable, professional, and helpful image on behalf of the company. Handles inbound calls on a queue system. Assists clients and employees with various claims and...
HUB International Roseville, CA Full Time
HUB International
05/03/2026  
Assistant Account Manager, Commercial Lines
ABOUT HUB: ​ In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Assistant Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other...
HUB International San Francisco, CA Full Time
HUB International
05/03/2026  
Benefits Analyst
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with...
HUB International Newport Beach, CA Full Time
HUB International
05/01/2026  
Account Manager, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Manages all aspects...
HUB International Newport Beach, CA Full Time
HUB International
04/30/2026  
Strategic Resource Manager
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. POSITION SUMMARY: The Strategic Resource Manager (SRM) plays a vital role in the growth and development of our sales culture in the Los Angeles / Orange County (LAOC) region of HUB International. The SRM reports to the Lead SRM. Additionally, the SRM works hand in hand with the sales enablement team located at HUB corporate headquarters in Chicago to deliver ongoing sales initiatives, product roll...
HUB International Culver City, CA Full Time
HUB International
04/22/2026  
Account Manager, Commercial Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Job Summary The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners. Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business.  Duties & Responsibilities: Works closely with Producers and other HUB personnel on all aspects of client...
HUB International Fresno, CA Full Time
HUB International
04/19/2026  
Producer, Vice President, Employee Benefits
WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.   THE OPPORTUNITY:    The Vice President, Sales Producer is responsible for initiating new business, building strong client relationships, and providing consultative risk management solutions. This role requires a high degree of self-motivation, professionalism, and a commitment to delivering exceptional client service while meeting sales goals. DUTIES & REPONSIBILITIES: Develops and maintains a...
HUB International San Francisco, CA Full Time
HUB International
04/17/2026  
Producer, Vice President
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one of a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers . THE OPPORTUNITY: As a HUB Insurance Sales Producer, you will have the...
HUB International Santa Barbara, CA Full Time
HUB International
04/17/2026  
Account Representative, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and...
HUB International Newport Beach, CA Full Time
HUB International
04/15/2026  
Account Executive, Employee Benefits
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Executive manages assigned book of business, develops client relationships and delivers to grow and retain clients. Alongside the Producer, the Account Executive is responsible for the development and implementation of the client’s multi-year strategic plan. The Account Executive ensures HUB’s clients have the support, tools and resources needed to...
HUB International Sacramento, CA Full Time
HUB International
04/14/2026  
Senior/AVP Property Risk Consult
ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is one of the largest global insurance and employee benefits broker, providing a boundaryless array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry...
HUB International Culver City, CA Full Time
Acrisure
04/11/2026  
Account Manager
Job Description Job Description     Job Title:   Account Manager   Department:   Personal Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee...
Acrisure San Jose, CA Full Time
HUB International
04/11/2026  
Producer, Vice President
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one of a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Sales Professionals to join our team of Insurance Sales Producers . THE OPPORTUNITY: As a HUB Insurance Sales Producer, you will have the...
HUB International Santa Barbara, CA Full Time

 

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