8 wealth planner jobs found

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 Field Case Management This Field Case Manager will cover our Salt Lake City, UT region and must live in this area in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; through advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While frequent travel...

The IME Scheduling Coordinator is responsible for scheduling and coordinating appointments with clients, IME providers/physicians and patients. This position ensures client-specific requirements for provider specialty and location are met and that all ancillary services are coordinated. This is an onsite position in Salt Lake City, UT. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Schedules and confirms appointment dates and times with physicians' offices Communicates with clients/customers regarding appointment scheduling, physician CV's, appointment changes, missed appointments/cancellations, and receipt of medical records and/or images Prepares and sends exam notification letters daily Coordinates with the client to obtain required medical records prior to examination Timely chart preparation by ensuring all records required are included, creates a cover letter detailing specific client questions, issues, and service requests and routes to the provider and/or to...

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...

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 an Employee Benefits Producer to join our growing team in Salt Lake City, UT .        Reporting to a Profit Center Leader or executive, individuals whose primary responsibilities are in the sales and renewal of business and defined as "producer" by participation in the TOP GUN program. Compensation can consist of commission in addition to base salary, at the Profit Center’s discretion. Business is primarily conducted outside of the physical location of the branch or office.         How You Will Contribute:     Responsible for the development and successful acquisition of new business revenue from new and existing clients.   Participation in the presentation of our services at prospect meetings.   Bring new...

Overview The Workers’ Compensation Medical Only Claims Examiner is responsible for the prompt and effective investigation of workers’ compensation claims involving injuries requiring medical treatment without lost wages. Claim adjudication requires interaction with employers, claimants, medical providers, and other parties to ensure adequate medical treatment is provided utilizing company resources in a cost-effective manner.    Note, this is a hybrid opportunity out of our South Jordan, UT office. Responsibilities Ability to multitask and prioritize work in a fast-paced environment and manage time effectively Investigates losses of low to moderate severity to determine cause, scope and extent of injury and/or liability for potential subrogation Verifies coverage and confirms policy conditions have been met Obtains missing information and ensures data integrity for regulatory reporting Communicates...

About the Role Location: Fully remote within the continental United States. Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts sharp, and cross-functional partners aligned. You'll sit at the center of Nearmap's global go-to-market business — building operational budgets, running forecasts, and giving GTM leaders the financial read they need to make real decisions. This isn't a back-office reporting seat. You'll support planning discussions, and your numbers will shape what GTM departments actually do next.  Commission work is a core part of the role. You'll help drive commission plan design, own the calculations, and make sure the audit trail holds up — which means working closely with GTM, Sales Operations, Global FP&A, Accounting, Payroll, Legal, and HR. Six different teams, one number that has to be right every time. That's the job.  We're looking for someone with 2-4 years of experience as a Financial Analyst who...

We're looking for a driven and ambitious Business Development Representative to join our growing sales team in Lehi, UT. As a BDR, you'll be the engine that ignites new business opportunities for our organization. You'll work at the forefront of our sales efforts, generating qualified leads through strategic outbound prospecting and building meaningful relationships with potential clients. Working closely with our Account Executives and cross-functional teams, you'll play a critical role in launching deals that drive our company's growth. If you're energized by the challenge of cold outreach, thrive in a fast-paced environment, and are ready to own your success, this is the role for you. Execute high-volume outbound prospecting campaigns through phone, email, and social channels to identify and engage qualified prospects Research target accounts and decision-makers to develop personalized outreach strategies that resonate with potential clients Qualify inbound and outbound...

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's 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. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the...