131 advisor jobs found

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution. What You’ll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business....

Position Summary: The Association Insurance Advisor is an embedded insurance leader operating a co-owned virtual insurance agency inside a trade association. This role serves as the on-site face of the association’s insurance solution and is responsible for association integration, member engagement, relationship credibility, growth enablement, and execution of commercial insurance placements. While this role involves placing and servicing individual commercial insurance accounts, success depends primarily on trusted presence within the association, influence with leadership, and the ability to drive member adoption of the insurance program. Supervisory Responsibilities: None initially. This role is expected to evolve into a leadership position as service and operational support is added with scale. Essential Tasks: Embedded Association Leadership Operate as the embedded insurance representative inside association headquarters, building daily credibility with...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Tampa, FL. Relocation assistance is not available...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs. We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in the following location: Tampa, FL. Relocation assistance is...

About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a high-performing...

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for...

Job Title: Senior Surety Client Advisor Department: Growth Location: Sanford, FL About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial...

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 Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying...

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 Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while...

The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance.   We've   grown from a small local company in 2011 to a major national firm with a wide range of   expertise , serving two million customers across the United States.       The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations.   We're   known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States.             The A dvisor   will   be responsible for   assisting   senior a dvisors   with   a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries,   general questions /concerns, and...

Fortegra is seeking an Internal AI Forward Deployed Software Engineer to stay ahead of cutting-edge AI developments, rapidly prototype proofs-of-concept (POCs), and advise our organization's various technology teams on integrating the best AI solutions into their platforms and products. You'll be the go-to expert in bridging emerging AI technologies with our internal tech needs, enabling nimble adoption across teams and deploying AI apps in production.  Roles and Responsibilities   Monitor and stay current with the AI technology landscape, including new models, frameworks, tools, and research across areas such as LLMs, multimodal AI, agentic systems, and orchestration platforms, to inform internal recommendations and solution design.  Operate with flexibility across software and data initiatives, contributing where business needs and priorities are most critical. Adapting readily to support both software engineering and data-focused projects as priorities and...

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:   Hourly Job Description:   Why Choose a Career with the AAA The Auto Club Group (ACG) / AAA Car Care:   At AAA Car Care, we are your preferred automotive experts, providing customers with friendly, knowledgeable advice and technical expertise. With 47 stores and counting, we are one of the largest chains of AAA club-owned repair facilities in the USA. In our clean and conveniently located facilities, we offer a full range of automotive repair and maintenance services to AAA members and non-members.  Every AAA Car Care facility is staffed with ASE-certified technicians who ensure that every car is treated with the utmost care. With the majority of our shops being air conditioned, it sets us apart from our competitors.  Now you know about us, but who are you? You are likely someone who...

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   Chief Data Officer   to join our growing team in   Daytona, FL, Plano, TX, Charlotte, NC, DC/MV/VA !         The Chief Data Officer (CDO) is a senior executive responsible for defining, building, and scaling the enterprise‑wide data strategy. Reporting directly to the Chief Information Technology Officer (CITO), this leader will develop the vision, strategy, and execution plan for a modern data platform, establish the analytics workbench, and ensure the organization’s data foundation is robust, trusted, and ready to support AI‑enabled capabilities. The CDO must bring a strong AI‑first mentality, anticipating how data will fuel emerging AI use cases and ensuring the enterprise is prepared for rapid advancements in automation, intelligence, and decisioning. The...

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 Disability Representative Sr Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of these Centers of Excellence:   Orlando, FL (Preferred) : 12650 Ingenuity Dr Orlando FL 32826  Dubuque, IA   : 4141 Westmark Drive, Dubuque, IA 52002  Chicago, IL : 175 W. Jackson Blvd. 12th Fl. Chicago IL 60604  PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical...

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 Insurance   is seeking a   Head of Data Insights   to join our growing team! This position can be located in one of our key offices in Atlanta, Nashville or Daytona Beach. The Head of Data Insights is responsible for leading Brown & Brown’s enterprise reporting and insights capability, owning the strategy, delivery, and continuous improvement of dashboards, management information (MI), and ad hoc analytics. This role is accountable for ensuring that data is translated into actionable insight that drives commercial performance, operational efficiency, and strategic decision-making across the business. The individual will lead a high-performing BI team and act as a key partner to senior stakeholders across sales, broking, finance, and operations. How You will Contribute: Define and deliver the enterprise...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The Consulting Director serves as a strategic advisor and subject matter expert in business process redesign. This individual contributor role focuses on delivering high-impact project management, driving process improvement initiatives, and supporting organizational transformation efforts. The role requires deep expertise in business process management and the ability to influence and collaborate with senior stakeholders across the organization. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Provides expert consulting on process improvement initiatives and business strategies. Partners with...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:  This position directs sales activities for TruStage manufactured annuity products within an assigned geographic territory, with a primary objective of driving annuity deposit growth and increasing total assets under management. The role leads face to face distribution efforts through registered representatives in the independent broker dealer, bank, and/or credit...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will support the city of Tampa and Hillsborough County. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of...

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...