158 advisor jobs found

Job Description 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...

Description The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best....

Job Description 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...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...

As a part of the Supervision and Business Risk (SaBR) team, the individual(s) in this role is/are responsible for partnering with General Agents, Career Development Managers, and Agency Supervisory Officers to perform certain delegated supervisory functions in a home office setting to ensure compliance and regulatory requirements are achieved.  You will Make independent suitability decisions when approving all accounts at account opening, annuities, alternative investments, and structured notes. Enforce Investment Advisory platform compliance policies and guidelines and escalate concerns when it is appropriate to do so. Train and educate General Agents, Career Development Managers, Agency Supervisory Officers and Field Representatives on an ad hoc basis. Handle any special projects and initiatives assigned by management as needed including but not limited to audits, new product introductions, critical analysis of current trends and patterns. Demonstrate...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Position Title Sr Auditor   Location Hicksville, NY 11801   Job Summary The Senior Auditor is an experienced professional focused on providing assurance for the company through the development of an audit plan, supporting the overall objectives of the department working closely with the Audit in Charge (AIC). The role of the Senior Auditor requires a deep understanding of financial and regulatory frameworks identifying discrepancies or risks that could impact the financial health of the bank. This is a critical role in the Internal Audit Department. The Senior Auditor serves as the Auditor responsible for ensuring testing and workpapers are completed with high quality in support of the AIC (Auditor in Charge). Responsible for the preparation of audit documents including audit engagements, planning memorandums, preliminary opening discussion documents, audit programs and wrap up documents in assigned vertical. This position will assess policies, procedures and supporting...

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee‑based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high‑quality experience across education, planning, and investment implementation. This role will lead advisors delivering holistic, goals‑based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high‑net‑worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm’s value proposition. Key Responsibilities Sales & Growth Leadership Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long‑term advisory relationships Own sales strategy and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Field Centers of Excellence Lead. In this role, you will build and scale a new Field-facing capability within Guardian’s Inclusion & Impact function to help Client Solutions & Wealth Management (CSWM) and the Field accelerate growth in diverse and evolving market segments. You will design a hub-and-spoke Centers of Excellence model that equips advisors and firms with market intelligence, prospecting and outreach insights, practical tools, and compliant, business-relevant content that supports protection and wealth management conversations with priority client segments. Success in this role requires strong partnership, influence without authority, and the ability to design systems that help others scale impact in market. This role will establish the charter,...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a motivated individual to join our team as a Field Communities Relationship Manager In this role, you will serve as the primary relationship lead and strategic liaison for Guardian’s Field Communities, working in close partnership with advisors, Principal Owners (POs), and Client Solutions & Wealth Management (CSWM) leaders. This role is designed to activate Field Communities focused on diverse market segments and interests as engines of advisor engagement, credibility, insight, and growth while ensuring alignment with Guardian’s Inclusion & Impact strategy and CSWM priorities. A critical aspect of this role is bringing a strong Field mindset, rooted in real-world experience with an agency distribution model like Guardian’s. The successful candidate will understand how the PO and advisor model operates, how...

We’re thrilled that you are interested in joining us here at the Amynta Group! The Head of Tax will lead Amynta’s global tax function with responsibility across income tax compliance, tax provision, planning, and advisory support. This role is designed for an experienced, high potential tax leader who is earlier in their leadership career and ready to step into broader ownership of a tax function in a private equity owned, acquisitive environment. The role is both hands on and strategic, combining execution with leadership. The Head of Tax will manage and develop the internal tax team while also designing and overseeing a balanced outsource vs. insource operating model, ensuring the right mix of internal capability and external expertise as the organization scales. Key Responsibilities Tax Leadership & Team Management Lead, mentor, and develop the internal tax team, establishing clear priorities, accountability, and professional growth paths Own the...

Position Title Credit Products Specialist Sr - Sponsor Finance Location New York, NY 10018 Job Summary The Senior Credit Products Specialist - Sponsor Finance is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with...

Position Summary   The Workday Technical Lead – Payroll, Time & Absence   is responsible for   the end-to-end technical ownership, design, and governance of Workday Payroll, Time Tracking, and Absence modules. This role serves as the system authority for the domain, ensuring scalable design, data integrity, and alignment with business and compliance requirements.   This position   operates   within IT and partners closely with Payroll, HR, and external vendors to deliver reliable, efficient, and compliant solutions. While not responsible for payroll processing, this role is accountable for the systems and configurations that enable   accurate   payroll outcomes.   Key Responsibilities   Domain Ownership & Technical Leadership   Own the architectural and configuration guardrails for Payroll, Time, and Absence, coordinating execution while retaining accountability for outcomes.  Establish and maintain standards for...

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms.  You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core...

Sr Cons Solutions & Design - CG07GE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Join a high impact team driving operational excellence and accelerating employer digital adoption across Employee Benefits Operations. If you think this opportunity is a fit for your career, you should apply. If you are not sure, you can have a conversation with your manager. Are you passionate about owning end to end processes and influencing how customers choose to engage digitally? Join our Employee Benefits Process Optimization team and play a pivotal role in shaping the future of our employer experience. As a Senior Process Optimization Consultant, you will serve as both a senior process owner and a driver of our Employer Digital...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: IPH is seeking a Strategic Finance Director to lead and scale our strategic finance function at a high-growth organization. This role sits at the intersection of finance, analytics, and business strategy, driving data-informed decision-making across the company. You will partner closely...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: IPH is seeking a Strategic Finance Director to lead and scale our strategic finance function at a high-growth organization. This role sits at the intersection of finance, analytics, and business strategy, driving data-informed decision-making across the company. You will partner closely...

Position Title Financial Planner   Location New York, NY 10018   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...

Position Title Wealth Planning Associate   Location New York, NY 10018   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 Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank’s most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning...