68 wealth planner jobs found

Position Title Financial Planner   Location Palm Beach, FL 33480   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 recommendations. The...

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 Senior Accountant is primarily responsible for complex accounting activities relating to the maintenance of a complete and accurate general ledger and the subsequent managerial reports and financial statements for assigned business units. The person in this position is also responsible for ensuring the integrity of account information by recording verifying, consolidating, and entering accounting transactions. A GLIMPSE INTO YOUR DAY Prepares and records asset, liability,...

The Mid-Market Account Manager manages an assigned book of business while building long-term client relationships. This role is responsible for responding to day-to-day client inquiries, providing analytics, and ensuring high-quality service delivery. The Account Manager interfaces with vendors and key internal and external stakeholders, develops client deliverables, and maintains RSC quality and service standards. This position typically supports a smaller, less complex book of business and assists the Team Leader and Account Executives as needed. The Account Manager is also responsible for driving revenue growth and client expansion within their portfolio. The ideal candidate will have strong knowledge of employer-sponsored health and welfare plans, including applicable federal and state regulations. Your Impact:   Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision,...

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 Personal Lines Insurance Advisor to join our growing team in Vero Beach, FL! The Personal Insurance Advisor position generates new business production through the sale of Personal Lines products and insurance sales. Compensation consists of a base salary plus earned commission. How You Will Contribute: Develop a Personal Lines Sales and Marketing Center for the agency.  Establish referral sources through relationships included but not limited to; Realtors, Bankers, Mortgage Companies, Builders, Auto Dealerships, etc. Create strong connections and visibility through community involvement. Obtain requests for Personal Lines new business quotes, ascertain lead source, and gather the necessary information to produce a quotation.  Create proposals, recommendations, and presentations to...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Position Summary We are seeking a highly skilled Vulnerability Management & Response Engineer to help operate and continuously improve our enterprise Vulnerability Management (VM) program. This role is responsible for owning core VM processes end-to-end—identification, assessment, prioritization, exception handling, remediation tracking, and validation—across on-premises and cloud environments using Tenable. The position drives risk-informed decisions and...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Position Summary:   The Senior Loss Control Consultant provides technically competent loss control services and conducts onsite activities to help acquire and maintain clients of Higginbotham. The position analyzes historical loss data to identify trends, evaluate effectiveness, and shape targeted loss control strategies. It involves conducting on-site safety assessments, guiding clients on regulatory compliance, and delivering tailored training and risk management solutions. The role also supports the production team by contributing to client presentations and helping implement carrier recommendations to improve safety outcomes. Supervisory Responsibilities:   None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and...

Overview AmTrust is a major player in the commercial P&C market and the third largest workers' compensation provider in the U.S. Our small business insurance product suite continues to expand with Cyber, BOP, Employment Practices Liability Insurance (EPLI), Package and other core coverages and capabilities, including more middle-market and large accounts.   As a Workers’ Compensation Claims Examiner Associate, you'll dive into investigating and resolving employee injury claims. You'll be the key link between injured workers, healthcare providers, employers, and legal teams, ensuring fair and efficient claim handling. Master examination by assessing liability through detailed evaluations, hone investigation skills by interviewing claimants and reviewing medical files and sharpen negotiation tactics for fair claim resolutions. Ultimately, you'll confidently settle claims using your investigative insights.   Note, this is an in-office opportunity out...

Overview AmTrust is a major player in the commercial P&C market and the third largest workers' compensation provider in the U.S. Our small business insurance product suite continues to expand with Cyber, BOP, Employment Practices Liability Insurance (EPLI), Package and other core coverages and capabilities, including more middle-market and large accounts.   As a Workers’ Compensation Claims Examiner Associate, you'll dive into investigating and resolving employee injury claims. You'll be the key link between injured workers, healthcare providers, employers, and legal teams, ensuring fair and efficient claim handling. Master examination by assessing liability through detailed evaluations, hone investigation skills by interviewing claimants and reviewing medical files and sharpen negotiation tactics for fair claim resolutions. Ultimately, you'll confidently settle claims using your investigative insights.   Note, this is an in-office opportunity out...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management The Client Home Specialist  sells new accounts in keeping with firm and individual goals. Home Specialists build relationships with prospects, service team, insurance company partners and centers of influence, while soliciting sales prospects specializing in home...

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 RN Field Case Manager This field case manager will cover West Palm Beach and must live in this area to be considered. Must be an RN and prefers 1.5 years of prior workers compensatione experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing...

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 RN Field Case Manager This field case manager must live in Tampa area in order to be considered. Must be an RN and prefers 1.5 years of prior workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates , a division of Hull & Company, LLC is seeking a   Customer Service Specialist   to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts.  We have “teammates”, not “employees”, and our teammates make all the difference in our success. Who You Are: You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success. What You Will Do:...

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 Commercial Lines Customer Service Representative to join our growing team in St. Petersburg, FL . Provides support to Producer and Account Manager in obtaining, maintaining, expanding and servicing commercial lines accounts by performing the following duties. How You Will Contribute Assists Account Manager in obtaining information from the client for new and renewal policies, Reviews new and renewal policies for accuracy for delivery to the insured and updates detail in computer. Reviews and invoices endorsements for accuracy and sends to the insured Prepares change requests to the company requesting policy changes, and updates AMS360 & Imageright accordingly Keeps suspense (activity) items current. Prepares proposals for renewal on smaller accounts Enters policy detail on...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Braishfield Associates , a division of Hull & Company, LLC is seeking a   Customer Service Specialist   to join our team in Orlando, FL.  The primary responsibility of this role is to service customer accounts.  We have “teammates”, not “employees”, and our teammates make all the difference in our success. Who You Are: You believe in working as a team and thrive in fun and collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism, and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success. What You Will Do:...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.  Increase your earning potential with a $2,500 Sign-On Bonus! Ask your Recruiter for more details! Salary range: $72,000K - $96,000K (c ommensurate with experience and location/job market) This position is based out of our Tampa, FL location. Work schedule/hybrid structure: Core hours are Monday - Friday, 8:00 AM to 4:30 PM EST – 3 days In-Office/week. Flexibility may be needed to support...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Arrowhead Intermediaries is seeking a Staff Accountant to join our growing team in Tampa, FL!   Reporting to the Controller or Accounting Leader, the Staff Accountant will perform accounting functions for the designated Profit Centers. This individual will be responsible for a variety of accounting tasks and will be an integral part of the month-end close process. The Staff Accountant will also have visibility and interactions with the Profit Center’s senior leadership team and Brown and Brown’s finance and accounting team. How You Will Contribute:   Prepare journal entries, reconciliations, and related support. Assist with month-end close and financial reporting and adhere to applicable deadlines. Follow procedures to ensure proper accounting treatment and compliance with corporate guidelines. Produce and distribute...

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 Patient Care Coordinator PRIMARY PURPOSE :  To provide excellent service to callers regarding claims for multiple lines of business; to expedite the claims application process and provide detailed claim notes on all calls; to resolve issues with one call/one person response; and to direct calls to appropriate escalation path as needed. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Acts as primary liaison with callers; follows client specifications in assisting with...