41 wealth planner jobs found

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Overview The Accounts Receivable Representative II plays a key role in supporting accurate and timely accounts receivable operations. This position performs financial, administrative, and clerical work in a fast-paced, high-volume environment while helping ensure quality, efficiency, and strong service for both internal and external customers. In addition to handling day-to-day responsibilities, this role supports process improvements, helps resolve more complex issues, and serves as a resource for less experienced team members. The individual in this position is expected to demonstrate sound judgment, strong organizational skills, and a commitment to AmTrust’s mission, values, and service standards. Responsibilities Responsibilities · Deliver responsive phone and email support to customers, agents, and internal business partners. · Process and balance transactional activity for large or complex client accounts with...

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 Travel Claims Assessor TRAVEL CLAIMS ASSESSOR                                                          Key roles   To manage and assess Travel Claims to ensure that   professional   service is provided in compliance with Client and Regulatory requirements.   Specific responsibilities (including but not limited to)     The role of the Travel Claims Agent is to ensure that the claim files allocated to them are managed...

Description This role will be onsite at our Easton office in Columbus, OH (or Dallas/Houston/Austin TX, Detroit MI, or Chicago, IL) - preferred candidates in CST or EST Brief Description: Senior Developer - In this senior role, the successful candidate will design, develop, integrate, and support Workflow/Case Solutions. Key Responsibilities: Design, develop, and maintain Java/J2EE–based applications and batch processes, as required. Develop and support UI components and client‑side functionality using JavaScript and Dojo. Write, optimize, and troubleshoot database queries to support application functionality and performance. Design and develop RESTful APIs to support application integration and modernization initiatives. Integrate applications with backend systems and enterprise platforms. Participate in requirements analysis, design discussions, and technical...

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...

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 Service Center Representative 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...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This position is hybrid in Columbus, Ohio for Central Ohio residents (3 days in office). Candidates located near any Nationwide office will follow the same hybrid schedule. Current...

Description Brief Description: The Mainframe Systems Engineer III candidate must have experience in one or more of the following disciplines:  z/OS installation and customization, storage management, hardware configuration, networking, performance management and capacity planning, or ISV installation and customization in a Parallel Sysplex environment.  The candidate must be able to complete work on time in an ever-changing and complex environment and take direction from leaders and managers.  Mentoring is required in this role so mentoring skills and experience are desired.  This position is part of a team that and the candidate must be willing to embrace being a team player. Detailed Description: This candidate will be filling an experienced systems mainframe engineer position.  The candidate must have the following skills: Advanced or expert level SMP/E experience Debugging and tuning experience...

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 Adjuster | Dedicated Client | CO, UT, WY Jurisdictions | License Preferred 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 customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every...

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 Service Center Representative Our teams thrive together! We collaborate onsite and embrace a flexible hybrid work arrangement. All candidates must live near our Center of Excellence in Seven Hills, OH : 📍 5700 Lombardo Center Suite 200, Seven Hills OH 44131, starting at 17.00 per hour. ✨ What we offer: A stable, consistent work environment—both in-office and virtual A comprehensive training program to help you support employees and customers from...

MarshBerry is growing! We are seeking a Director, Valuation to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.   Job Details Position Summary: MarshBerry is currently seeking a Director, Valuation based in either our Beachwood OH, Grandville MI, Plano TX, or New York NY office . The Director will lead the growth and execution of MarshBerry’s valuation services. The Director will be responsible for generating and executing valuation and consulting...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

Description Job Description Summary We are seeking an exceptional Senior Google Cloud Data Architect who is passionate about building world class, cloud native data platforms and data services that power the enterprise. This is not a generic architect role — it is a high influence, high ownership opportunity to help define how a modern financial institution designs, scales, and operates data platforms on Google Cloud , with a strong focus on enabling data as a product and data as a service capabilities. You will play a key role in evolving our platforms to support not only analytics and operational workloads, but also emerging AI and intelligent application patterns that depend on high-quality, well-governed, and accessible data. If you're excited by complex engineering challenges, modern GCP data capabilities, and shaping how data platforms evolve to support the next generation of intelligent...

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 Service Center Representative | Shift Schedule: Monday-Friday 3pm -11pm with rotating Saturdays from 10am-6pm Shift Schedule: Monday-Friday 3pm-11pm with rotating Saturdays, 10am-6pm Location: In-Office, Blue Ash, OH 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...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. We are seeking a skilled Apartment Facilities Maintenance Technician who takes pride in delivering quality service and creating a well-maintained community for residents. This role is responsible for completing a wide range of maintenance and repair work while supporting the overall appearance, safety, and readiness of the property. Key Responsibilities Complete service requests and work orders in a timely manner based on priority Prepare apartments for new occupancy, including unit turns and make-ready work Perform repairs and maintenance in plumbing, electrical, carpentry, drywall, and HVAC...

Position Title Branch Banking - Client Consultant II - Licensed   Location Macedonia, OH 44056-1860   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve...

Position Title Branch Banking - Client Consultant II - Licensed   Location South Euclid, OH 44118   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Description Summary: The Senior Project Manager leverages Huntington project methodology, provides leadership that promotes and supports development, implementation and completion of medium to large size projects. These projects are typically characterized as having high visibility and risk, involve multiple business units and impact multiple software applications.  Duties and Responsibilities: This senior level position would manage the most complex and highest visibility projects, and would typically require proven, senior-level project management skills.  Works with business unit manager(s) and project sponsor to establish the project scope, deliverables, budget and schedule.  Supports the IT team's assigned business segment goals by providing project management services.  Assembles project team and manages the project on-going, identifying risks, implementing changes, monitoring and communicating...

Position Title Branch Banking - Client Consultant II - Licensed   Location Mayfield Heights, OH 44124-3228   Job Summary Branch Banking Client Consultant II - Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to...