58 advisor jobs found

Description Summary: The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.   Duties and Responsibilities: Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.  Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.  Responsible...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As an Insurance Advisor on our Employee Benefits team, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Enterprise Organizational Change Management (OCM) Director provides strategic leadership for the people side of the organization’s most complex, enterprise‑wide initiatives. This role designs and drives integrated change strategies to ensure solutions—systems, processes, roles, policies, and culture—are understood, adopted, and sustained to deliver intended business outcomes. Operating as a trusted advisor to executive sponsors and transformation leaders, the Director shapes enterprise change strategy, strengthens sponsorship effectiveness, enables readiness...

About the job The Population Health & Wellness Director is a senior-level, client-facing leader responsible for designing, implementing, and optimizing population health, wellness, and preventive care strategies for employer clients. This role partners closely with benefits consultants, carriers, vendors, and client leadership to improve employee health outcomes, enhance engagement, and drive measurable cost containment results. This position blends strategic consulting, program design, data-driven insights, and vendor management, supporting The MJ Companies Employee Benefits Consulting value proposition as a trusted advisor in employee health and wellbeing. Key Responsibilities Population Health Strategy & Program Design Develop and lead comprehensive population health and wellbeing strategies aligned with clients’ benefits, workforce demographics, and business objectives Design multi-year population health roadmaps addressing preventive care, chronic...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: Provide positive, prompt, and accurate service to clients. Assist in marketing new and renewal business. Evaluate premiums, prepare...

Description Summary: The Regional Manager – HFA & Preferred Banking is a strategic leadership role responsible for managing a team of Licensed Preferred Bankers and Financial Advisors across a Retail Banking branch network. This role oversees regional sales activities, regulatory compliance, operational execution, and client relationship management, ensuring delivery of comprehensive financial solutions including planning, advisory, brokerage, and insurance services. The manager fosters collaboration across business lines and drives performance through coaching, development, and strategic direction. Duties and Responsibilities: Lead, motivate, and develop a high-performing team of Licensed Preferred Bankers and Financial Advisors through coaching, mentoring, and goal setting. Oversee regional sales strategies and ensure alignment with corporate objectives and client needs. Ensure compliance with all...

Description Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve.   As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives.   Key Responsibilities   Own and manage an assigned territory, driving profitable growth in alignment with financial and operational...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Middle Market department is seeking a Senior Sales Underwriter to join our growing team for our Indiana territory .   This is a Full-time, Exempt role.   This is Hybrid a position.     Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate individual...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Middle Market department is seeking a Senior Sales Underwriter to join our growing team for our Indiana territory .   This is a Full-time, Exempt role.   This is Hybrid a position.     Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate individual...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an HVAC Operational Account Manager 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 in the HVAC Business unit AIG Warranty delivers a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting. With over 20 years of experience, we are one of the warranty and service industry's leading providers, which is why many of the world's largest and most respected brands choose AIG.  We deliver flexible and innovative service solutions to our OEM and retail partners, focusing on the HVACR industry.  How you will create an impact The HVAC Operational Account Manager will manage processes for assigned HVAC accounts while striving to enhance...

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 our centers of excellence:       Indianapolis, IN:   8909 Purdue Road Suite 501 Indianapolis, IN 46268   PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining...

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 Disability Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Indianapolis , IN :   8909 Purdue Road Suite 501, Indianapolis , IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual 21.82 per hour A comprehensive training program to help you support...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As an Employee Benefits Account Manager within the Shepherd family, you will provide assistance to advisors in handling and processing of new and renewal employee benefits lines, business in accordance with Agency procedures, policies, and guidelines; to provide customer service to clients as assigned and requested. With a positive attitude, you will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to clients.  · Assist in marketing new and renewal business, prepare proposals, presentation packets...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Coordinate with advisor to obtain policy information. Maintain expiration control...

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. This opportunity as a Personal Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, and accurate service to clients. · Assist in marketing new and renewal business. Evaluate premiums, prepare...

Company Purpose: The MJ Companies exists to inspire the success , fulfillment, and wellbeing of each person we serve: our associate and their families, business partners, clients, and the community. This statement drives everything we do, and we are committed to your personal fulfillment and professional success. Core Values Passionate: Shows genuine enthusiasm for their work and MJ’s mission  Goes above and beyond to meet or exceed goals.  Demonstrates a strong commitment to personal and team success.  Actively seeks opportunities to contribute and improve processes.  Inspiring: Leads by example, motivating others to reach their potential.  Provides positive feedback and encouragement to team members.  Shares knowledge and experiences to help the team grow.  Demonstrates integrity and builds trust through actions and words.  Curious: Asks thoughtful questions and seeks to understand different perspectives.  Continuously...

Job Title: VP - Investor Relations FLSA Status: Exempt Department: Executive Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for providing strategic leadership for the company by working with the Chairman and President, Board of Directors, Senior Vice President and Treasurer, and fellow Executive Team members to establish long-range goals, strategies, plans, budgets, and policies. The Vice President of Investor Relations is also responsible for effectively communicating the financial results and direction of the enterprise to internal and external stakeholders POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve as a strategic advisor to the Chairman and President, Senior Vice President and Treasurer, Board of Directors and company...

Advisory Service Associate Who We Are At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, retirement, investment and wealth management products and services. With over 17,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. What...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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 is a field-based role on the National Catastrophe Response Team. This position is responsible for managing property claims in response to catastrophic events across the country. As a field-based adjuster, you will be deployed to areas impacted by large-scale disasters—such as hurricanes, tornadoes, floods, or other major events—to assess damages, support policyholders, and help communities begin the recovery process.  The role requires extensive travel (up to...