21 senior wealth advisor jobs found

The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance.   We've   grown from a small local company in 2011 to a major national firm with a wide range of   expertise , serving two million customers across the United States.       The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations.   We're   known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States.             The A dvisor   will   be responsible for   assisting   senior a dvisors   with   a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries,   general questions /concerns, and...

About Acrisure 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 highest levels possible. Job Summary: Acrisure is seeking a Senior Account Manager to join our growing Large Real Estate/Condo team in Florida! Senior level Account Managers within the Large Commercial Lines space are the primary point of contact for clients they oversee. Occasionally supports Account...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics. Job Summary: The Crime & Theft Specialist – Supply Chain Fraud and Cargo Theft is responsible for supporting the insurance organization’s efforts to identify, analyze, investigate, and mitigate losses related to cargo theft, supply chain fraud, and related criminal activity. This role provides subject-matter expertise across claims, underwriting, and risk management functions, with a focus on loss...

About the Role     The Senior Territory Manager will be a key production member reporting to the VP, Regional Executive. The primary goal of this position is to develop and execute business development plans to drive PURE's growth in their specified territories. The ideal candidate must live within the territory, with a preference to be in Southeast Florida Area .       What Y ou’ll Do     Serve as the primary business development partner for a defined set of brokers in the Florida Region.    Conduct regular meetings and sales calls to broker partners to execute defined plans, measure progress, and achieve established KPI’s.    Identify , appoint, and effectively onboard new brokers.    Implement strategies to increase production with the intent of writing profitable business.    Increase large account production among a short list of specified broker partners....

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Pensacola, FL area.  Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

Employee Benefits Account Executive About Acrisure:   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 highest levels possible.  Job Summary:   The Sr. Employee Benefits Account Executive is responsible for retaining and expanding client relationships, improving the client experience by demonstrating expertise as a professional insurance advisor, and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Senior Absence Consultant will consult with internal sales and account management teams, as well as with external national account clients, on a wide variety of complex projects including: FMLA, Sick Pay, Salary Continuance, Statutory Disability, Short-term Disability, Long- term Disability, Vacation and Paid Time-off (PTO) and other employer sponsored leave programs. The role will serve as a subject matter expert for our client service team members and partner internally to create client deliverables, contribute to client management and business activities, and participate in the creation of new intellectual capital. The ideal candidate for this role is someone who has expertise within a national accounts broker focusing on absence and disability programs consulting. E xperience on the broker side of the business is a must-have....

Job Description: Title:   Practice Leader   – Employee Benefits     Work Mode:  Hybrid or Fully Remote   | Location/Supporting:   Longwood, FL   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   The Employee Benefits Practice Leader serves as the executive steward of the Employee Benefits (EB) practice, providing strategic leadership to drive enterprise-wide...

Job Description: Title:   M&A Sourcing Manager   Work Mode:   Fully Remote   | Location/Supporting:   Remotely supporting Corporate Headquarters in Longwood, FL     Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   The M&A Sourcing Manager is responsible for driving the identification, qualification, and early-stage evaluation of potential acquisition...

Job Description About Acrisure    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 highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Pensacola, FL area.  Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE: To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination.    This position will be hybrid out of Maitland, FL or Boca Raton, FL office.  Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities prospectively,...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Tampa, FL area.  Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

CorVel Corporation is hiring a caring, self-motivated, energetic and independent registered nurse to fill a Medical Case Manager position in the Tampa, FL area.  Work from home, and on the road. Monday – Friday, regular business hours.   As a Medical Case Manager you will make a meaningful difference in the lives of injured workers and their families.  Your responsibilities include working closely with injured workers to facilitate their recovery. You will work collaboratively with the patient, their family, medical providers, members of our team, and others.  This is a heavy local travel role responsible for working with a caseload of workers compensation injured workers within a defined jurisdiction. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provides in-person and telephonic Medical Case Management to individuals, involving the patient, physician, other health care providers, the employer, and the referral source Utilizes their medical and nursing knowledge to...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Enterprise Talent Acquisition Partner – Technology to join our growing team in a remote role! The Enterprise Technology Talent Acquisition Partner will serve as a strategic talent advisor to support continued growth within our Technology Solutions team.  This role is responsible for leading full-cycle recruitment strategies to find, attract, nurture and place top Tech talent across the company.  How you will Contribute Lead full cycle recruiting for Technology positions across all levels of positions, from interns to senior leadership. Partner with hiring leaders to understand short- and long-term workforce needs and develop strategies to meet talent needs. Develop tailored and creative sourcing strategies to ensure high visibility of roles and attract diverse and highly qualified...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: Head of Change and Continuous Improvement Preferred locations include Miami, Charlotte, and Chicago, though outstanding applicants in other regions will also be considered. Why Join Howden US? At Howden, we’re not just building a business- We’re rewriting the rules of what a...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Head of Finance – Captives is a strategic financial leader responsible for shaping the vision, governance, and financial direction of the organization’s captive insurance operations. This role drives long-term value by ensuring regulatory compliance, optimizing financial performance, and aligning captive strategies with overall business objectives, while collaborating closely with executive leadership, risk management, and external advisors. How you will contribute : Establish, monitor, and continuously enhance internal control frameworks and financial governance practices to ensure accuracy, safeguard assets, mitigate risk, and support compliance with accounting standards, regulatory requirements, and audit expectations. Direct the preparation, review, and submission of GAAP and statutory financial statements for captive...

About Acrisure    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 highest levels possible. Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced...

Job Title: Senior Surety Client Advisor Department: Growth Location: Sanford, FL About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial...

About Acrisure    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 highest levels possible.   Job Summary: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This role requires advanced...