84 wealth planner jobs found

Position Title Financial Planner (CFP®) - Private Banking   Location New York, NY 10018   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...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

The Company   At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What You Will Do We are looking for a highly motivated and customer-focused individual to join our team as a Customer Service Representative I. This role will be responsible for processing new business, renewals, and endorsements, as well as billing transactions, in accordance with established department policies and procedures. The ideal candidate will have previous experience in an insurance agency or company setting and be able to effectively communicate with both internal and external...

Overview This position is responsible for handling residential real estate closings from beginning to end. This includes keeping buyer, seller, real estate agent, lender and mortgage broker up to date throughout the transaction as well as clearing title, closing, balancing and disbursing escrow funds, recording documents to convey and insure title, and other ancillary tasks that relate to the issuance of title insurance in the State of NY.  Responsibilities Review residential purchase/sale contracts and comply with all terms. Review title commitment and clear curative items. Identify any potential issues or encumbrances and work to resolve. Prepare and issue Closing Protection Letters, title curative documents and transfer documents. Coordinate Closings with all parties involved. Ensure compliance that all transactions meet the regulations as well as company policies and procedures. Ensure all documents are...

The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. Our Mission  is to continually meet the needs of our policyholders, agent/customers and employees resulting in sustainable profitable growth in an increasingly competitive marketplace. We are proud to sell our products through more than 2,200 independent insurance agents around the country as we have been since 1928. These agents provide their clients with valuable insight and resources. And, as the second-largest insurer of  Agents’ Errors and Omissions  (E&O) business in the United States,...

Position Title Head of Solutions Delivery   Location New York, NY 10018   Job Summary The Head of Solutions Delivery is a key member of the IT Leadership Team. This position primarily focuses on ensuring the delivery of IT solutions by defining customer centric solutions, building testing and implementing all aspects of information security to achieve committed business outcomes. Accountable for the operational stability and quality metrics as well as the health of applications and disaster recovery readiness. The Head of Solutions Delivery manages a team of senior level directors responsible for influencing business strategies and enabling technology and data roadmaps. Lines of business to include: Retail/Small Business/Mortgage Community Banking Private Bank Corporate Banking Shared Services Testing Center of Excellence The Head of Solutions Delivery will own the software development lifecycle methodologies and provide technical leadership to engineering and...

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 A day in the life of an Inside Property Contents Adjuster: New York or New Jersey You will be handling contents claims virtually. Handle escalated claims files that have complex contents. Conduct a thorough coverage investigation of the loss and ensure the policy was applied correctly. You will be using advanced video technology to collaborate with onsite vendors to identify damages and write a contents damage estimate. Communicate empathetically with customers and help them through their claim process in a fast,...

Position Summary The Underwriting Technical Assistant is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role reviews and verifies policy applications, endorsements, and cancellations, inputting data accurately into computer systems, and issuing policy documents to clients. They handle inquiries from policyholders, agents, and other stakeholders, providing timely and accurate information on policy-related matters. They assist with underwriting tasks, such as assessing risk factors and calculating premiums. What will your job entail? Job Responsibilities Review, clear, and process new business submissions accurately and within established service standards, ensuring data quality and completeness. Enter, verify, and maintain underwriting information in policy administration systems to support rating, documentation, issuance, and compliance requirements....

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 Client Service Specialist, Small Business Unit executes all administrative tasks related to account management and policy servicing for small commercial accounts.  These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance...

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, Legal 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,...

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...

Job Description Sompo has a unique opportunity for an Information Security Officer to join our Information Security team. This role will manage and continuously modernize our Information Security program for global operations, while maintaining alignment with external and corporate requirements.   The Information Security Officer will manage more than 7,000 users, hundreds of developers and IT staff working in a range of technologies, more than 10,000 network devices and 75+ physical and cloud locations. Location : This position can be based out of any of our US offices such as Purchase, NY / New York City / Morristown, NJ / Conshohocken, PA / Charlotte, NC or our UK office . We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Maintaining an effective set of technical security controls across all systems and...

Job Description: Pacific Life is actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the NY Metro Territory – Brooklyn/Bronx/Westchester.  As a Field Wholesaler you'll sell RILA, variable & fixed annuities, and mutual funds to all channels (Independent, Banks, & Wirehouses) within the territory.  Your colleagues will include both Internal and Field Wholesaling professionals. You'll develop and maintain ongoing relationships with financial professionals and key broker/dealers within the region via face-to-face and virtual sales visits. You'll also introduce new products through established and new broker/dealer partners. Finally, you'll attend and speak at national, regional, and office broker/dealer sales meetings.   The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Enterprise Data Solutions & Operations (EDSO) team within the Digital & Technology (D-T) function is looking to staff a Head of Data Solutions (the ‘Role’) for our FPRS/CSWM line of business. This role will work closely with core FPRS/CSWM business value streams (e.g., distribution mgmt., shop, purchasing, service, claims, etc.) to define, shape, prioritize and lead the delivery and evolution of key data and information product (‘Products’) solutions supporting business objectives. More specifically, this role will drive the capture and planning for new demand of features and/or enhancements to Guardian’s data Products as articulated by key business leaders from one or more key value stream and/or the respective FPRS/CSWM FP&A functional BI leader. These data Products include everything from consumer-facing analytics (reports/dashboards), to inter/intra-application data services (APIs/extracts/shares), to data services supporting AI/GenAI automation, to the...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

The Company: At Utica National Insurance Group, 1,250 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What You Will Do: We are seeking a communicative and collaborative Customer Support Underwriter to join our team. In this role, you will be responsible for underwriting mid-term transaction requests, also referred to as an endorsement.  With skills in organization and detail orientation, you'll document your work and update customer information.  You'll also be responsible for communicating with agents via phone and e-mail. This is an excellent opportunity to start a rewarding career in...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description The Regulatory Reporting Analyst supports the preparation and submission of Property & Casualty statistical and regulatory reports. This role assists in ensuring compliance with jurisdictional requirements by working with data, validating reporting outputs, and supporting process execution. The Analyst will develop technical and analytical skills to contribute to data-driven reporting, improve data quality, and support ongoing enhancements to regulatory reporting processes.   In order to qualify for this position, you must be a US Citizen or Green Card holder. KEY RESPONSIBILITIES Assist in the preparation and...

As the Regional Operations Leader for New York and Northeast Regions in Health & Benefits North America (H&BNA) you are responsible for executing operational priorities which support the strategic and profitable growth objectives for the business.This includes supporting the delivery of outstanding client service, driving process improvement and change initiatives, supporting the adoption of technology and driving business-as-usual responsibilities around risk, compliance and governance.The role reports to the Head of Business Operations H&B NA with matrix reporting to regional leaders.   The Role  Implement operations strategy Work under the direction of the Head of Business Operations to implement an effective operating model that supports business objectives around the delivery of outstanding client service, client segmentation, increased use of data and technology and the delivery of innovative solutions Work on other strategic and tactical projects as...

American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. At AIG, we are reimagining the way we help customers to manage risk. Join us as Lead Business Analyst – Actuarial Commercial Lines to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make Your Mark:  General Insurance is a leading provider of insurance products and services – focused on helping to manage risk for commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world’s most far-reaching property casualty networks.  The Data Office supports the overall General...