36 wealth planner jobs found

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 Coordinator, Small Business Unit is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small personal lines accounts, acting as the primary contact for any administrative tasks related to a client's policies.  The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available. A GLIMPSE INTO...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Position Schedule / Shift:  Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and  Saturday,  8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :     As a Service Advisor,   you’ll   serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering   a positive   customer experience and supporting overall service...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift:  Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and  Saturday,  8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :     As a General Service Technician,   you’ll   perform routine vehicle maintenance and inspections, including oil changes, tire rotations, battery services, and other preventive maintenance tasks. This role is ideal for individuals looking to build a career in automotive repair, with opportunities to develop technical skills and gain experience working alongside experienced technicians. Success in this position requires attention to detail, a commitment to safety, and a focus on delivering quality service to customers in a fast-paced team environment.     Key Responsibilities :   In an efficient and productive manner, performs...

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 Account Manager, Small Business Unit serves as the primary business contact for small commercial accounts, and acts as the project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives that deliver unique value through the execution of client-specific business plans and service timelines.  This includes developing programs and initiatives that support the client's overall portfolio.  The person in this...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:    Cary, NC (On-site)   Position Schedule / Shift:    Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)    Position Summary   The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products.     Key Responsibilities   Customer Service & Member Support   Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.   Participate in team service...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details: 1480 North New Hope Road Raleigh, NC 27604 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details:   Cary, NC (On-site) Position Schedule/Shift:   Monday - Friday 8:30am–6pm ET (One Rotating Saturday a month working 9:00am - 1:00pm)  Position Summary  The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products.  Key Responsibilities  Customer Service & Member Support  Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed.  Participate in team service efforts and help deliver consistent, customer-focused...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: 1520 Military Cutoff Road Wilmington, NC 28403 (This position is on-site) Position Schedule / Shift: Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm) Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver...

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 24,000 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. What is the role?      We are seeking an Accounts Receivable Specialist in Charlotte, NC with a hybrid work schedule.     ROLE SUMMARY    The Accounts Receivable Specialist will provide day-to-day accounts receivable processing and support, including cashiering and cash...

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 24,000 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. What is the role?        We are seeking an Accounts Payable Specialist in Charlotte, NC with a hybrid work schedule.      ROLE SUMMARY    The Accounts Payable Specialist will provide day-to-day accounts payable processing and support for designated business units within...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Account Manager to join our Raleigh team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal. Provides...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift:   Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and   Saturday,   8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :       As an Automotive Technician B,   you’ll   perform a variety of vehicle repairs and maintenance services, including brakes, suspension, diagnostics, and routine inspections. This hands-on role requires strong mechanical aptitude, attention to detail, and the ability to troubleshoot and repair vehicles efficiently. Working as part of a team,   you’ll   help ensure customers receive safe, reliable vehicles and high-quality service. This position offers opportunities to develop technical skills, work with evolving automotive technology, and grow your career in a fast-paced environment.     Key Responsibilities :...

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 The Commercial Lines Claims Specialist will be responsible for investigating, evaluating, negotiating, and resolving primarily non-litigated New York commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide some exposure to litigated...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Works closely with risk advisors and other Towne personnel on all aspects of client service, marketing, and renewal. Provides...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift:  Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and  Saturday,  8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.     Position Summary :     As a General Service Technician,   you’ll   perform routine vehicle maintenance and inspections, including oil changes, tire rotations, battery services, and other preventive maintenance tasks. This role is ideal for individuals looking to build a career in automotive repair, with opportunities to develop technical skills and gain experience working alongside experienced technicians. Success in this position requires attention to detail, a commitment to safety, and a focus on delivering quality service to customers in a fast-paced team environment.     Key Responsibilities :   In an efficient and productive manner, performs...

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...

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...

Description Summary: The Head of Leveraged Finance – Execution (“LFE”) is responsible for leading the overall strategy, deal execution & underwriting, risk management & reporting, and team management of Huntington’s LFE group.  This team is primarily responsible for the structuring, underwriting, and credit approval execution of debt financings for Huntington’s financial sponsor-backed and corporate clients across the Commercial Bank, including multiple specialty industry verticals within the Corporate, Specialty & Government (“CSG”) group and Middle Market Banking.  This team serves in a “First Line” role, partnering closely with Syndicated & Leveraged Finance, CSG Industry & Middle Market bankers, the Financial Sponsors Coverage team, and Credit to deliver comprehensive financing solutions and drive fee growth. Primary Duties and Responsibilities: Lead and manage the Leveraged Finance...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   AAA Car Care is   seeking   a motivated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will play a key role in delivering outstanding customer service and ensuring smooth communication between customers and our service technicians. You will   be responsible for   guiding customers through the repair and maintenance process while also driving sales for our auto services.   Key Responsibilities:   Customer Interaction:   Greet customers in a professional and friendly manner as they arrive for service appointments.   Listen to customers’ vehicle concerns and accurately document their needs.   Advise customers on available services, repairs, and maintenance...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   AAA Car Care is   seeking   a motivated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will play a key role in delivering outstanding customer service and ensuring smooth communication between customers and our service technicians. You will   be responsible for   guiding customers through the repair and maintenance process while also driving sales for our auto services.   Key Responsibilities:   Customer Interaction:   Greet customers in a professional and friendly manner as they arrive for service appointments.   Listen to customers’ vehicle concerns and accurately document their needs.   Advise customers on available services, repairs, and maintenance...