88 wealth planner jobs found

Position Title Financial Planner (CFP®) - Private Banking Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary We are seeking a highly organized and detail-oriented Senior Brokerage Operations Coordinator to support our Professional and Executive Liability (ProExec) team. This role is ideal for someone who enjoys being the operational backbone of a fast-paced brokerage environment and takes pride in keeping processes moving efficiently behind the scenes. The successful candidate will support the entire ProExec team by managing a variety of operational tasks, coordinating documentation, assisting with quoting activities, handling surplus...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Sales Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

The Doctors Company is currently seeking an AVP Business Development to join our team. This is a hybrid opportunity based at any TDCG or PRA office. Qualifications: Bachelor’s degree in arts or sciences, with a focus on business administration, finance, marketing or related field, or equivalent combination of education and experience is required. Property & casualty producer license CPCU, RPLU, or similar insurance designation preferred Eight to ten (8-10) years of insurance sales and agency relations and management experience required. Responsibilities: Agency Sales Performance & Relationship Management Identifies target prospects and manages pipeline based on TDC Underwriting appetite and engages with appropriate National Brokers for pursuit. Manages and fosters National Broker relationships capable of supporting the company’s growth and retention strategies. Manages and monitors National Broker activities and serves as liaison with Agency...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Adjuster - Workers Compensation | Jurisdiction: CA | Licensing: CA, SIP Preferred (Hybrid - El Dorado Hills,CA) Are you looking   for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?      Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected...

The Doctors Company is currently seeking an Account Executive to join our team. This is a hybrid opportunity based in Sherman Oaks, CA. As an Account Executive under general supervision, you will be responsible for providing direct sales and service. Contacts are physician prospects, current policyholders and employees at all levels, agents and members of the general public. Qualifications 5 years of experience in healthcare or insurance sales including prospecting, sales and client retention Bachelor's degree or  equivalent combination of education and sales experience Ability to travel to San Diego, San Bernardino, and Riverside counties.  Responsibilities New Business Production   Obtains information needed to recommend appropriate coverage. Identifies exposures/opportunities and presents coverage options to decision maker. Sets servicing/relationship expectations. Sells additional insurance policies to existing accounts as outlined...

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 a Senior Underwriting Assistant to join our growing team in Stockton, CA! Under guidance of Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices. How You Will Contribute:   Bind and invoice policies as required, reviewing all binding subjectivities have been completed and documented. Review of applications, quotes, and binders to ensure proper documentation is presented to issue policies accurately. Ensure that policy inspections are ordered in a timely manner. Process and invoice both monetary and non-monetary endorsements in carrier portals and agency management system. Provide Endorsement and Invoice to carrier partners and clients in a timely...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Adjuster - Workers Compensation (Hybrid Schedule, Ontario, CA) Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your knowledge and experience to adjudicate customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Examiner | REMOTE | Must Live in CA Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands? ·        Apply your knowledge and experience to adjudicate complex workers compensation claims in the context of an energetic culture.   ·        Deliver innovative customer-facing solutions to clients who represent virtually...

Job Description 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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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.   Job Summary: Learning the meaning of the principles of insurance and applies to everyday situations. Individual contributor representing a step toward positions of more autonomy in account management; works under direct supervision. Performs more routine responsibilities and are primary points...

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 provides 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: Account Representatives for HUB’s Certificate Processing Unit provide critical support to our customers by providing them accurate and on-demand Proofs of Insurance in a timely manner, ensuring the Proofs are issued in accordance with their insurance coverages and policy provisions. Qualifications Hold a high school diploma/GED Have at least 2 years of related insurance experience Are...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests.  This is an onsite position located in Irvine, CA ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Conduct comprehensive financial analysis to assess performance, identify trends, and provide insights to support key business decisions Perform variance analysis and recommend corrective actions to ensure financial goals are met. Including ERP and FP&A Lead the development and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Sales Project Manager performs specialized administrative duties requiring a high degree of accuracy, confidentiality, discretion, and independent judgement.  In collaboration with the Director, Sales Development, the person in this position holds responsibility for successfully managing administrative activities within the sales team.  A GLIMPSE INTO YOUR DAY Acts as ambassador of Relation culture to clients, teams and visitors.  Mentors and manages administrative...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Director, Assistant Corporate Secretary to join our Corporate Secretary's Office in Newport Beach, CA. This role is on-site in Newport Beach, CA with the flexibility for a hybrid work mode. As a Director Assistant Corporate Secretary, you’ll play a key role in Pacific Life’s growth and long-term success by providing governance,...

Title: Customer Care Advocate                                 Department: Customer Service Union: OPEIU 29                                                           Grade: 16 Position Summary The Customer Care Advocate provides customer service to participants, beneficiaries, union locals, and providers regarding eligibility, benefits, and claims status. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Maintains current knowledge of assigned Plan(s) and effectively applies knowledge in all job functions. Provides written, verbal, or face-to-face customer service by responding to and documenting telephone and written inquiries in accordance with various Plan(s) benefits. Updates files, including documenting system notes of conversations or action taken. Performs tasks associated with the administration of retirement and health and...

The Utilization Review (UR) Intake Specialist provides staff support services including typing reports and correspondence, file handling and forms completion in addition to answering incoming telephone calls, supporting the goals of the Utilization Review / Case Management department, and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Takes calls relating to precertification requests Verifies that all patient, provider and facility information entered in system is accurate and up to date Enters notes and service requests in CareMC system Communicates with stakeholders in a timely and professional manner Additional duties as assigned   KNOWLEDGE & SKILLS: Ability to handle multiple priorities in a high-volume, fast-paced, team-oriented environment Excellent written and verbal communication skills Ability to meet designated deadlines Computer proficiency and technical aptitude with...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Operations Coordinator provides comprehensive administrative and operational support to the organization, ensuring efficient day-to-day business operations, exceptional client service, and effective coordination across teams. The individual in this role must have strong interpersonal, organizational, and problem-solving skills, with a proactive and client-focused mindset. The Operations Coordinator acts as an ambassador of company culture, supports leadership initiatives, and...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...